金吾财讯 | 世纪互联(VNET)盘前涨超7%，截至发稿，报5.23美元。消息面上， 中信建投证券发研报指，2024年，公司收入和经调整EBITDA超指引预期，盈利能力显着提升，城市型IDC业务和非IDC业务保持稳健，基地型IDC业务快速增长。公司凭借高性能数据中心和快速交付能力，持续获得高质量订单，2024年第四季度和2025年第一季度公司共签订订单252.5MW，其中251MW为基地型项目，客户为互联网厂商或云服务商。公司指引2025年资本开支100亿元-120亿元，同比增长101%-141%，主要用于支撑2025年400-450MW的交付计划。同时，公司近期、远期储备丰富，随着新建IDC逐步交付以及智算需求推动客户上架率快速提升，公司业绩有望实现持续增长。
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