金蝶国际(0268.HK)2024年业绩前瞻:经营现金流维持高增 25年盈利拐点向上

光大证券
Feb 14, 2025

2024 年业绩前瞻:收入方面,我们预计24 年公司整体收入增长14%达64.5亿元人民币,其中苍穹&星瀚收入预计保持40%以上的高速增长,星空及小微财务云受到宏观经济影响,收入预计保持相对稳定的增长。现金流方面,我们预计24 年经营现金流超9 亿元。业绩方面,我们预计24 年亏损收窄至1 亿元,公司维持25 年盈亏平衡的指引。公司基本面保持稳健,坚持订阅优先,持续推进云订阅服务。1)做精大型企业...

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