論ST榕泰的巨大價值!
1、純數據中心上市公司,已剝離化工業務,今年唯一處在風口的重整股。
2、前幾年新能源車大熱造就了衆泰,今年數字經濟大熱,很可能造就榕泰,榕泰衆泰,股票名字就像兄弟。
3、負債低,總負債16億,不需要轉贈太多股份。重整後市值不會大幅增加。
4、籌碼結構好。總股本7億股,大小非拿了3億多股,外面實際可流通小。
5、年報顯示:三年內將規劃10萬個機櫃,諮詢了業內人士,這個目標如果完成,對應營收80多億。
6、年報顯示:深入與LLM大語言模型、AGI通用人工智能等領域頭部用戶進行深度定製合作。科大訊飛是榕泰多年的老客戶,此段描述可間接證明該定製合作的對象極有可能就是科大訊飛。
7、目前不到20億市值,對標銅牛就值50億市值,如果後續招募投資人出現上下游互聯網企業,百億市值誇張嗎?
8、重整成功後,公司價值10多億土地就盤活了,隨便賣,賣了就有錢投數據中心。
9、一切的前提是:重整成功。如果重整失敗,歸零,退市。注意風險!!
$上證指數(000001.SH)$
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