《大行》瑞银:金蝶国际(00268.HK)有望迎盈利拐点 升目标价至21.8元

阿斯达克财经
Jul 10, 2025

瑞银研究报告指,金蝶国际(00268.HK) 经过多年向订阅制SaaS模式的转型,有望在2025年实现自2020年以来的首个盈利年度,实现盈利拐点,反映了金蝶持续提升的营运效率及强大的产品能力,推动订阅服务年经常性收入(ARR)在2024年分别达到云端收入及总收入的67%和55%。同时,凭借在中型企业市场的领先份额,金蝶已推出初步标准化的人工智能(AI)产品。瑞银预计金蝶的总收入增速将从2025年...

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