异动解读 | 金蝶国际中期业绩不及预期,股价盘中大跌5.04%

异动解读
Aug 12

今日盘中,金蝶国际(00268.HK)股价大跌5.04%,引发市场关注。这一跌势主要源于公司最新公布的2025年中期业绩未能满足投资者预期。

根据金蝶国际发布的中期业绩报告,公司2025年上半年实现收入31.92亿元人民币,同比增长11.24%。其中,云订阅业务表现亮眼,收入达16.84亿元,同比增长22.1%。然而,尽管收入增长,公司仍录得9773.8万元的亏损。虽然相比去年同期2.18亿元的亏损有所收窄,但仍未能扭亏为盈。

分析人士指出,虽然金蝶国际在云业务方面持续发力,但传统业务增长乏力可能是导致股价下跌的主要原因。此外,市场对公司扭亏为盈的期待落空,也可能引发了投资者的失望情绪。花旗分析师在最新研报中提到,金蝶国际的云订阅年经常性收入(ARR)增长18%至37.3亿元,略低于预期,这可能是另一个导致股价下跌的因素。

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