金吾财讯 | 穆迪将世纪互联(VNET)的公司家族评级(CFR)从“B3”上调至“B2”。这一评级反映出世纪互联在中国互联网数据中心(lDC)市场的稳固地位。穆迪预计，随着中国加快工智能工具的应用，市场对数据中心容量需求强劲，世纪互联将从中获益。该公司继续扩大其基地型IDC业务的战略。穆迪预计，世纪互联的总收入将在未来12-18个月内增长15%-20%，这主要是由于新增基地型IDC产能的增长和现有产能上架率的提升。基地型IDC业务的上架率从2023年底的66%提高到2024年底的73%，而零售型IDC的上架率在同一时期稳定在64%。穆迪还预测，未来12-18个月，世纪互联经穆迪调整后的EBITDA利润率将从2024年的37%增加到40%-45%，由于基地型IDC业务盈利能力更强，其销售贡献将推动利润率上升。2024年，基地型IDC业务的收入在2024年大幅增长，占其总收入的24%，而2023年为14%。
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