个人中心 - 老虎社区

稳准狠

2023年戒骄戒躁，戒话多！

IP属地：0

帖子 · 389帖子 · 389
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 稳准狠稳准狠
  ·05-22 18:58
  $世纪互联(VNET)$ 一个出售股份一个购买股份这有什么好恐慌的不是一件非常正常的事情吗而且现在的买家比卖家更有实力啊储能业务可以帮助公司这不是更好的搭档吗还在恐慌我不知道在恐慌什么
  130 评论
  1
  分享
  举报
- 稳准狠稳准狠
  ·05-22 18:44
  有人买就有人卖！这很正常！而且这个买家实力也不差！有什么好恐慌的
  山高控股的“算力财技”：出售世纪互联股权，两年半收益215%
  21世纪经济报道记者费心懿5月22日，山高控股（0412.HK）复牌。尽管盘前高开，但盘中遭遇杀跌。截至发稿时，该公司股价跌幅超过9%。此前，5月14日，山高控股因旗下子公司股权变动而短暂停牌。
  山高控股的“算力财技”：出售世纪互联股权，两年半收益215%
  0 评论
  1
  分享
  举报
- 稳准狠稳准狠
  ·04-14
  $超微电脑(SMCI)$ 这个公司的董事长被抓其实并非坏事，反而可以清除这种不务正业的掌舵人！让公司重回正轨，专心干正事搞发展
  3,045 评论
  1
  分享
  举报
- 稳准狠稳准狠
  ·03-26
  $超微电脑(SMCI)$ 对于这种不务正业的核心领导人抓去坐牢也不是什么坏事！
  1,703 2
  1
  分享
  举报
- 稳准狠稳准狠
  ·2025-10-29
  $超微电脑(SMCI)$ 为什么54这么难逾越
  2,288 评论
  2
  分享
  举报
- 稳准狠稳准狠
  ·2025-10-07
  $蜜雪集团(02097)$还早够得跌
  1,542 评论
  1
  分享
  举报
- 稳准狠稳准狠
  ·2025-09-30
  $超微电脑(SMCI)$ 大A休息了，美股应该尽情的舞了
  2,071 评论
  2
  分享
  举报
- 稳准狠稳准狠
  ·2025-09-16
  $世纪互联(VNET)$ 名副其实的萎哥
  2,455 评论
  1
  分享
  举报
- 稳准狠稳准狠
  ·2025-09-09
  $世纪互联(VNET)$ 这货一会儿就阳痿
  1,917 评论
  1
  分享
  举报
- 稳准狠稳准狠
  ·2025-09-08
  $世纪互联(VNET)$ 垃圾中的战斗机！非你莫属呀
  2,297 评论
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"241899086951680","uuid":"241899086951680","gmtCreate":1464422025733,"gmtModify":1714693510770,"name":"稳 准 狠","pinyin":"wzhwenzhunhen","introduction":"","introductionEn":"","signature":"2023年戒骄戒躁，戒话多！","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":32,"headSize":31,"tweetSize":389,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":7,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-3","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识航海家","description":"观看学堂课程满50节","bigImgUrl":"https://static.tigerbbs.com/21acbb5884e07b96522d8d84c4b7acea","smallImgUrl":"https://static.tigerbbs.com/e4e8dc2edfbfee912f4e68fe6c23b3f0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.92%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.15%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":566993941644936,"gmtCreate":1779447523502,"gmtModify":1779448767780,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a> 一个出售股份 一个购买股份 这有什么好恐慌的 不是一件非常正常的事情吗 而且现在的买家比卖家更有实力啊 &nbsp; 储能业务可以帮助公司 这不是更好的搭档吗 还在恐慌 我不知道在恐慌什么","listText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a> 一个出售股份 一个购买股份 这有什么好恐慌的 不是一件非常正常的事情吗 而且现在的买家比卖家更有实力啊 &nbsp; 储能业务可以帮助公司 这不是更好的搭档吗 还在恐慌 我不知道在恐慌什么","text":"$世纪互联(VNET)$ 一个出售股份 一个购买股份 这有什么好恐慌的 不是一件非常正常的事情吗 而且现在的买家比卖家更有实力啊 储能业务可以帮助公司 这不是更好的搭档吗 还在恐慌 我不知道在恐慌什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566993941644936","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566990415424152,"gmtCreate":1779446673707,"gmtModify":1779446689794,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"有人买就有人卖！这很正常！而且这个买家实力也不差！有什么好恐慌的","listText":"有人买就有人卖！这很正常！而且这个买家实力也不差！有什么好恐慌的","text":"有人买就有人卖！这很正常！而且这个买家实力也不差！有什么好恐慌的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566990415424152","repostId":"2637318857","repostType":2,"repost":{"id":"2637318857","kind":"news","pubTimestamp":1779442020,"share":"https://www.laohu8.com/m/news/2637318857?lang=zh_CN&edition=full","pubTime":"2026-05-22 17:27","market":"us","language":"zh","title":"山高控股的“算力财技”：出售世纪互联股权，两年半收益215%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637318857","media":"21世纪经济报道","summary":"21世纪经济报道记者费心懿5月22日，山高控股（0412.HK）复牌。尽管盘前高开，但盘中遭遇杀跌。截至发稿时，该公司股价跌幅超过9%。此前，5月14日，山高控股因旗下子公司股权变动而短暂停牌。","content":"<div>\n<p>21世纪经济报道记者费心懿　　5月22日，山高控股（0412.HK）复牌。尽管盘前高开，但盘中遭遇杀跌。截至发稿时，该公司股价跌幅超过9%。　　此前，5月14日，山高控股因旗下子公司股权变动而短暂停牌。　　5月21日晚，山高控股发布公告，以9.42亿美元（约64亿元人民币）向宁德时代关联方PJ Millennium出售所持世纪互联（VNET.O）全部6.5亿股A类普通股，占世纪互联总股本...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605223746820180.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>山高控股的“算力财技”：出售世纪互联股权，两年半收益215%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n山高控股的“算力财技”：出售世纪互联股权，两年半收益215%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 17:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202605223746820180.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>21世纪经济报道记者费心懿　　5月22日，山高控股（0412.HK）复牌。尽管盘前高开，但盘中遭遇杀跌。截至发稿时，该公司股价跌幅超过9%。　　此前，5月14日，山高控股因旗下子公司股权变动而短暂停牌。　　5月21日晚，山高控股发布公告，以9.42亿美元（约64亿元人民币）向宁德时代关联方PJ Millennium出售所持世纪互联（VNET.O）全部6.5亿股A类普通股，占世纪互联总股本...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605223746820180.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VNET":"世纪互联","BK1208":"其它综合性金融服务","BK4531":"中概回港概念","BK1154":"新能源发电业者","BK4607":"DeepSeek概念股","00412":"山高控股","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4116":"互联网服务与基础架构","BK4535":"淡马锡持仓"},"source_url":"http://finance.eastmoney.com/a/202605223746820180.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637318857","content_text":"21世纪经济报道记者费心懿　　5月22日，山高控股（0412.HK）复牌。尽管盘前高开，但盘中遭遇杀跌。截至发稿时，该公司股价跌幅超过9%。　　此前，5月14日，山高控股因旗下子公司股权变动而短暂停牌。　　5月21日晚，山高控股发布公告，以9.42亿美元（约64亿元人民币）向宁德时代关联方PJ Millennium出售所持世纪互联（VNET.O）全部6.5亿股A类普通股，占世纪互联总股本38.78%，每股作价1.4486美元。交易完成后，山高控股彻底退出，宁德时代关联方将成为世纪互联第一大股东。　　山东国资的“算力财技”　　山高控股是山东省基础设施领域的国有资本投资公司。该公司于2023年11月以2.99亿美元战略入股世纪互联。两年半时间，其账面投资回报约6.43亿美元，收益率215%。　　值得一提的是，此次山高控股拟以每股1.4486美元现金（对应每份美国存托凭证(ADS)为8.6914美元）出售世纪互联股份，对应后者最新股价9.93美元，相当于折让约12%。这一折价隐含两层信号：一是山高控股追求一次性出清而非慢慢减持；二是世纪互联2025年资本开支将激增至100-120亿元，且仍需大量外部融资扩张。　　而宁德时代作为产业方，此时引入世纪互联，对其后续融资与订单获取具有战略价值，相当于提前锁定了AIDC场景下的应用订单。　　山高控股方面在公告中提及，其交易所得款项将用于偿还2026年至2027年一季度到期计息负债约7.84亿美元，优化债务结构；剩余约1.58亿美元用于一般企业用途。换言之，此次出售并非简单的获利了结，而是带有强烈的债务纾困色彩。此外，山高控股另有4.84亿美元融资将用于交通基建、新能源与AIDC产业链上下游投资。　　相关人士表示，此次交易完成后，山高控股旗下山高新能源将与世纪互联持续推进乌兰察布源网荷储一体化项目，协同推动“电算一体”战略落地，将实现资本退出与产业赋能并行推进的良性互动。　　山高控股在这场与世纪互联的资本联姻中展示了高超的“财技”。　　其在2025年曾因“绿电+算力”概念经历一轮大开大合的行情。三个月股价飙涨三倍至18.95港元，市值突破千亿港元。但香港证监会随后警示其股权高度集中，股价单月暴跌75%。截至2026年5月13日，股价跌至1.17港元，较高点缩水93.8%。这一过山车行情侧面反映了市场对算电概念的关注。　　但是，对于此次出售意图，山高控股在其公告中解释，自本公司首次收购世纪互联股份以来，山高控股通过参与世纪互联重大决策、资源赋能以及“电力+算力”业务协同，帮助其摆脱了2023年年底流动性承压、业绩增长趋势不明确的困境，实现了国际信用评级提升，业绩扭亏为盈，重点项目上架率和预签约率持续提升，使世纪互联逐步获得资本市场投资者的认可。　　山高控股表示，此次有序退出既实现了对前期投资的价值收获，也标志着“投资—培育—退出—反哺核心产业”这一良性循环模式的跑通。通过本次交易，山高控股不仅获得了可观回报，更积累了从产业赋能到有序退出的完整经验，充分体现了产融协同的巨大价值。　　管理层认为，出售事项的代价为每股1.4486美元，较本集团原始收购成本存在显著溢价。董事会认为，出售事项为本集团提供了及时变现其在目标公司投资的机会。未来，公司将继续发挥香港独特的金融优势，依托前期积累的运营经验与资产基础，将这一成熟模式快速复制到更多战略性新兴产业，以产业深耕与生态协同创造长期可持续价值。　　算电协同玩家强强联手　　世纪互联是国内知名的第三方数据中心运营商。　　在2025年第四季度的电话会上，山高控股的管理层介绍，中国IDC行业持续受益于AI驱动的算力需求与国家数字经济发展政策支持，市场正加速向大规模、集群化、高可靠性数据中心集中，有效供给受限。　　管理层强调，国家发改委窗口指导政策对新增电力配额审批作出限制，且审批通过率偏低，反而强化了头部企业竞争优势。世纪互联于2025年底成功获批大北京地区新增电力配额，体现其政策沟通与项目合规能力领先。行业需求结构向高功率密度、低时延、绿色化演进，客户集中于互联网巨头、云服务商与智能驾驶企业，订单呈现规模化、长期化趋势。　　21世纪经济报道记者注意到，2026年政府工作报告首次将算电协同纳入新基建工程，国家数据局等五部门之后也明确八大东数西算枢纽节点新建数据中心绿电消费比例须≥80%。　　在近期举办的AI算力与数字能源论坛上，世纪互联集团高级副总裁兼能源规划负责人戚野白谈到，长期来看，算电融合分为三个阶段。第一个阶段是“寄生”，算力作为用电负荷和电网进行交互，和其他用电主体没有明显差别。第二阶段是“共生”，互联网与电力网络贴合更加紧密，能够就近平衡，电力市场与算力市场价格打通，通过市场机制引导来实现能量和信息双向互动。最后一个阶段是“新生”，电算双方在相互交融了一段时期之后，会在彼此长期联动的影响下，对彼此的形态进行二次重塑。“面向未来，数据中心将成为token工厂，单位token成本要有竞争力，需要打通算力前端的碳市场、电力市场，甚至煤炭和天然气市场。”　　事实上，世纪互联获得的新增电力配额，对宁德时代是极具战略价值的稀缺资源。通过控股世纪互联，宁德时代有望锁定未来GW级智算集群的能源入口。　　而本次收购方宁德时代，作为锂电池供应的龙头，已经多次入局AIDC领域，深入布局零碳战略。4月8日，宁德时代以约41亿元人民币增资对价，获取中恒投资（中恒电气控股股东）49%股权。　　资料显示，中恒电气深耕电力电子领域三十余年，拥有覆盖HVDC高压直流电源、巴拿马电源等AIDC直流供电完整产品矩阵，已覆盖数据中心电源供应链的关键部件，为宁德时代提供切入AIDC供电生态的核心能力。　　加上此次投资世纪互联，宁德时代在AIDC两笔交易合计投入已超过100亿元，覆盖电力电子与数据中心运营两大核心环节。　　在今年4月的北京储能展上，宁德时代以“钠锂双星打造全场景储能解决方案”为主题，首次展出储能钠离子电池，与现有587Ah锂电池采用了同壳体的平台化设计，可实现系统对锂电、钠电的最大兼容，容量300+Ah，效率97%，循环寿命超15000次。公司介绍，该钠电储能产品能够覆盖2小时到8小时大型储能以及AIDC储能的应用场景。　　摩根大通则认为，收购世纪互联股权是一项关键的渠道锁定行动，将推动宁德时代从电池供应商转变为AI算力建设的策略性能源基础设施合作伙伴。（文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"VNET":1.5,"00412":1.5}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553543120105760,"gmtCreate":1776176928311,"gmtModify":1776176930680,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 这个公司的董事长被抓其实并非坏事，反而可以清除这种不务正业的掌舵人！让公司重回正轨，专心干正事搞发展","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 这个公司的董事长被抓其实并非坏事，反而可以清除这种不务正业的掌舵人！让公司重回正轨，专心干正事搞发展","text":"$超微电脑(SMCI)$ 这个公司的董事长被抓其实并非坏事，反而可以清除这种不务正业的掌舵人！让公司重回正轨，专心干正事搞发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553543120105760","isVote":1,"tweetType":1,"viewCount":3045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546655393732136,"gmtCreate":1774485510547,"gmtModify":1774489264967,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a>&nbsp; 对于这种不务正业的核心领导人抓去坐牢也不是什么坏事！","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a>&nbsp; 对于这种不务正业的核心领导人抓去坐牢也不是什么坏事！","text":"$超微电脑(SMCI)$ 对于这种不务正业的核心领导人抓去坐牢也不是什么坏事！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/546655393732136","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204874331683832","authorId":"4204874331683832","name":"我是小老虎。","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4204874331683832","authorIdStr":"4204874331683832"},"content":"兄弟这票你是亏了多少了","text":"兄弟这票你是亏了多少了","html":"兄弟这票你是亏了多少了"},{"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"idStr":"241899086951680","authorIdStr":"241899086951680"},"content":"这个票起码几十个点撒","text":"这个票起码几十个点撒","html":"这个票起码几十个点撒"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494454780989768,"gmtCreate":1761746680805,"gmtModify":1761746682703,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 为什么54这么难逾越","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 为什么54这么难逾越","text":"$超微电脑(SMCI)$ 为什么54这么难逾越","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494454780989768","isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486594744496424,"gmtCreate":1759826406263,"gmtModify":1759826408079,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a>还早 够得跌","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a>还早 够得跌","text":"$蜜雪集团(02097)$还早 够得跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486594744496424","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484193443004448,"gmtCreate":1759240326686,"gmtModify":1759240328476,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 大A休息了，美股应该尽情的舞了","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 大A休息了，美股应该尽情的舞了","text":"$超微电脑(SMCI)$ 大A休息了，美股应该尽情的舞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484193443004448","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479213146612344,"gmtCreate":1758030711509,"gmtModify":1758030713319,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a> 名副其实的萎哥","listText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a> 名副其实的萎哥","text":"$世纪互联(VNET)$ 名副其实的萎哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479213146612344","isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476790150856840,"gmtCreate":1757425878352,"gmtModify":1757426757438,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a>这货 一会儿就阳痿","listText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a>这货 一会儿就阳痿","text":"$世纪互联(VNET)$ 这货 一会儿就阳痿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476790150856840","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476526011142616,"gmtCreate":1757342907276,"gmtModify":1757344658294,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a> 垃圾中的战斗机！非你莫属呀","listText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a> 垃圾中的战斗机！非你莫属呀","text":"$世纪互联(VNET)$ 垃圾中的战斗机！非你莫属呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476526011142616","isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}