【券商聚焦】招银国际:中国财税数字化行业增长呈现政企双端驱动态势

金吾财讯
Jul 17

金吾财讯 | 招银国际表示,中国财税数字化行业增长呈现政企双端驱动态势,政府端以四阶段金税工程为主线,企业端受制造业与服务业数字化催生新业态影响。弗若斯特沙利文预计金税工程四期落地将推动约30万大中型企业接入税务局直连系统,推动行业规模持续扩张。根据弗若斯特沙利文报告,财税相关交易数字化市场规模预计将由2019年的51亿元增至2028年的343亿元,其中23-28E CAGR 36.5%,相较19-23 CAGR 9.2%提升明显,主因金税四期改革有望在2024年加速全面落地带来的市场机遇。伴随金税工程四期落地提升对服务商能力要求,头部厂商或有望进一步提升市场份额。百望股份(06657,未评级)作为中国财税数字化行业龙头,依托百望云平台提供财税数字化解决方案及数据驱动的分析服务。公司截至2023年底已处理约143亿份凭证覆盖1.02亿家企业,丰富数据资产构筑其核心壁垒,并为AI智能体构建夯实基础。2025年公司聚焦AI战略转型,推出金融业务、交易管理、经营决策三大智能体产品矩阵,AI时代下或可持续期待公司未来发展成果。

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