盛业:高成长的AI+供应链龙头企业

国联证券
25 Jul

供应链金融大有可为受多方面因素影响,大部分小微企业通过银行获取融资难度依旧较大。从2025Q1小微企业融资渠道情况来看,仅有20.7%的小微企业为通过传统银行经营贷获取资金。供应链金融通过将主体信用切换至交易信用直击小微企业融资痛点,以应收账款、存款、订单等流动资产作为质押基础。与此同时借助供应链上核心企业为中小微企业增信,从而较大程度降低小微企业融资门槛。我们预计2023-2027 年供应链基础...

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