粤港湾智算：AI算力总订单储备370 亿，多数收入利润下半年确认

时代周报08-31

8月31日上午，粤港湾智算（01396.HK）召开2026年中期业绩说明会。会上，管理层对全年的营收和利润展望做出回应并指出，公司对全年业务保持较快增长非常有信心，支撑来自三个方面：第一，去年下半年交付的算力集群订单，去年仅确认部分收入，今年可以确认全年收入，构成了业绩的基本底盘；第二，今年新增订单220亿元，目前总订单储备达到370亿元，已交付超过200亿元，大部分增量收入和利润将在今年下半年...

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