新意網集團(01686.HK)：中期股東應佔溢利上升11%至4.84億港元
格隆匯2月25日丨新意網集團(01686.HK)發佈公告，截至2024年12月31日止六個月，集團期內收入按年上升14%至14.7億港元，上升是受新數據中心的收入貢獻所帶動，尤其是MEGAIDC第一期的試業以及現有數據中心的平穩增長。EBITDA按年上升17%至10.53億港元，利潤率由70%上升至72%。利息成本大幅上升，乃由於IDC第一期啓用後利息資本化降低，部分抵銷了業務增長的影響。股東應佔溢利按年上升11%至4.84億港元，乃由於收入增加及溢價租金組合改善所致。集團維持強勁的經營現金流入，經營業務所得現金淨額(不包括營運資金變動)較去年同期上升37%至9.82億港元。
新意網透過互聯優勢經營旗下數據中心業務。截至2024年12月31日，集團於香港營運八個數據中心(當中七個由集團擁有)。爲加強國際連接及商業韌性，集團擁有並營運一個海纜登陸站(HKIS-1)，而另一個海纜登陸站(HKIS-2)亦在興建中。互聯優勢爲香港最大、最具網絡連接，並且爲電訊商中立、雲端服務商中立及光纜中立的數據中心營運商，亦提供最頂級的設施MEGA Campus(由MEGA-i、 MEGA Plus、MEGA Two、MEGA Fanling、MEGA Gateway 及 MEGA IDC組成)，且獲公認爲香港數據中心合作夥伴的首選。互聯優勢的客戶包括全球及地區雲端服務供應商、新經濟行業公司、電訊公司、互聯網服務供應商、大型跨國企業、本地公司及金融機構。
期內，集團數據中心服務繼續獲得強勁需求。“網絡連接”容量的需求，主要是透過MEGA-i，持續增長。作爲爲MEGA-i的提供彈性的數據中心，MEGA Gateway的網絡連接需求亦不斷增加。隨着登陸香港的國際海底電纜數目不斷增加，包括 HKIS-1的亞洲直達海纜(ADC)，集團預計網絡連接需求將持續增加。“超大規模”容量的需求亦持續增加。隨着人工智能的出現，超大規模客戶擴大了他們在集團現有及新數據中心的容量，對電力的要求亦隨之增加。爲了滿足新應用對更強大計算能力日益增長的需求，集團已提升其設施的電力容量。
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
