浪潮数字企业(00596)今日盘中股价大涨8.21%,引发市场关注。消息面上,ERP国产化持续推进,该公司在央国企及大型企业市场具备强大竞争力,预计未来增长前景广阔。
作为国资背景企业的浪潮数字企业,在央国企中有信任背书优势。其优质客户均为大型央国企,包括东方电气、中国铁塔等。由于数据安全因素,央国企客户更信任国资背景品牌,而浪潮数字企业作为拥有国资背景的综合类规模化ERP厂商,在ERP国产化选型中更容易获得央国企青睐。
除了背景优势,大型央国企客户群体的稳定性也凸显了浪潮数字企业的竞争优势。这些优质客户的增长稳定,使得浪潮数字企业受益于订单增长可期。市场对其未来发展信心持续增强,推动了今日股价大涨。
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