异动解读 | 北森控股盘中大跌5.24%,全年亏损1.47亿元人民币

异动解读
Jun 20

周五盘中,人力资源管理软件提供商北森控股(09669.HK)股价大跌5.24%,投资者对公司最新公布的年度业绩反应消极。

根据公司公告,截至2025年3月31日止的财政年度,北森控股录得股东应占亏损1.47亿元人民币。虽然与去年同期32.09亿元人民币的亏损相比有显著改善,但市场似乎对公司仍未能实现盈利感到失望。公司收入同比增长10.6%至9.45亿元人民币,其中云端HCM解决方案收入增长14.2%至7.218亿元人民币,占总收入的76.4%。

尽管业绩有所改善,但投资者可能对公司的盈利前景仍持谨慎态度。北森控股表示,将继续推进AI优先战略,在人才招聘、培养、发展等HCM全场景中推出更多AI功能。公司还计划聚焦新能源、高科技制造和消费连锁零售等关键行业,以推动HCM SaaS业务的高速增长。然而,这些战略能否迅速改善公司的盈利状况,仍有待市场进一步观察。

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