盛业（06069）今日盘中大涨7.94%，引起市场广泛关注。股价上涨主要受益于中信建投证券发布的积极研报，维持对公司的"买入"评级。
根据中信建投的研报，盛业2024年实现营收9.19亿元，同比下降4.63%；但归母净利润达3.80亿元，同比增长41.73%，超出市场预期。研报指出，公司正加速向轻资产模式转型，平台科技服务收入实现3.47亿元，同比增长103.88%，占主营收入的比例大幅提升至37.70%。这一战略转型的成效已经全面显现，推动了公司利润的高速增长。
中信建投看好盛业的发展前景，认为公司在基建、医药、能源三大核心领域持续渗透，同时开始布局跨境电商新赛道。此外，AI大模型的运用有望进一步提升公司的竞争壁垒。基于这些因素，中信建投给予盛业2025年预测市盈率22倍，对应目标价12.17港元/股。分析师预计，随着平台科技服务收入占比的提升，公司估值有望获得进一步提升。
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