【券商聚焦】浙商证券维持迈富时(02556)“买入”评级指其有望受益于企业智能化需求增长趋势而实现快速成长

金吾财讯

Jul 04, 2025

金吾财讯 | 浙商证券研报指，近日，迈富时(02556)推出AI-Agentforce智能体中台2.0，面向企业提供生产级的智能体（Agent）一站式开发与运营平台。迈富时发布的AI-Agentforce 2.0是一款企业级智能体中台，旨在通过“开箱即用”的一站式平台，帮助企业从“AI试水”迈向“AI工业化”。其目标是通过标准化工具链，解决自研智能体开发周期长、运维成本高的痛点，赋能企业快速构建生产级智能体应用。AI-Agentforce 2.0 智能体中台通过角色化分工赋能企业全员参与智能体开发与应用，实现"Agent自由"。该行提到，认为迈富时业务与Salesforce和HubSpot类似，Salesforce和HubSpot的Agent 产品商业化进展明显，证明了营销SaaS领域Agent的需求旺盛，可以期待Agent 产品给公司业务带来增量。该机构认为随着公司在营销、销售SaaS领域产品竞争力持续扩充提升，叠加AIGC应用的加速融合，有望受益于企业智能化需求增长趋势而实现快速成长。该机构预计公司2025-2027年实现营收23.55/30.88/38.48亿元，同比增速分别为51.13%/31.08%/24.62%，对应归母净利润为0.56/ 1.45/2.19亿元，分别同比实现扭亏、+158.13%、+50.94%，对应EPS为0.22/0.57/0.85元，维持“买入”评级。

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