研報掘金丨長江證券:海南華鐵算力業務進展順利,相關訂單接續落地,維持“買入”評級
長江證券研報指出,海南華鐵(603300.SH)算力業務進展順利,相關訂單接續落地。3月4日公司公告與杭州X 公司簽訂了《算力服務協議》,約定華鐵大黃蜂爲X 公司提供算力服務,算力服務期5年,預計合同總金額爲36.9億元。未來,公司將戰略性加大對人工智能產業的研發投入,依託數智科技事業部大力發展數智科技業務,以算力爲抓手,推動數據、模型及算力三要素融合發展,全面擁抱AI 產業鏈。另外,海南國資賦能逐步顯現,業務與融資同步推進;公司骨幹管理人員增持公司股份,彰顯公司發展信心。2月PMI重回擴張區間,高空車租賃景氣度或邊際改善,第二主業算力租賃進展順利,或將進一步增厚公司業績,同時有望帶來公司整體估值提升。維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.