智通财经APP获悉,迈富时(02556)涨超8%,截至发稿,涨8.17%,报43.7港元,成交额1.77亿港元。
消息面上,迈富时2024年实现营业收入15.6亿元,同比增长26.5%,全年经调整净利润达7921万元,同比增长385.6%,成功实现扭亏为盈;全年经营性现金流净流入约1.4亿元,同比增长213.6%。公司在年报中提及,自上市以来,公司陆续推出了Tforce营销大模型、AI-Agentforce智能体中台及智能体一体机系列产品。去年全年,公司有超过90%的客户采购了AI赋能产品,AI+SaaS收入8.4亿元,毛利率高达86.3%。
国金证券指出,迈富时是我国营销/销售SaaS龙头,累计服务20余万家企业,24年AI+SaaS实现营收8.4亿元,据亿欧智库测算市占率约2.4%为行业第一。公司在产品、营销维度发力,收入利润有望持续高增。开源证券表示,考虑公司在营销和销售SaaS领域领先地位,AI Agent驱动公司迈入新阶段,首次覆盖给予“买入”评级。
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