港股异动 | 浪潮数字企业(00596)午前涨超6% 公司有望成为央国企信创替代的首选合作伙伴

智通财经
25 Apr

智通财经APP获悉,浪潮数字企业(00596)午前涨超6%,截至发稿,涨6.43%,报7.45港元,成交额2569.1万港元。

消息面上,4月18日,2025浪潮数字企业创新大会在北京举办。会上正式发布了海岳商业AI及海岳大模型3.0,面向企业经营管理、生产运营等领域业务痛点,打通企业智能化落地“最后一公里”。同时,浪潮发布了“全球化生态战略”,助力中国企业通过技术共生、市场共拓、标准共建,实现全球生态协同价值跃迁。

国元国际指出,浪潮数字企业依托股东浪潮集团在云计算、大数据领域的领先地位,公司在 ERP 国产化进程中占据显著优势。凭借技术实力、政策响应能力及央企资源支持,公司有望成为央国企信创替代的首选合作伙伴。因此公司将充分享受国产信创战略推进带来的时代红利,而且市场需求呈增长趋势,未来业绩增长预期将持续兑现。在技术融合与政策驱动双重赋能下,公司将迎来历史性机遇。

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