智通财经APP获悉，里昂发布研报称，考虑到中国软件国际(00354)现价估值并不便宜，将其评级从“高度确信跑赢大市”下调至“跑赢大市”，但将目标价从6.5港元上调至7.1港元，预期政府和国企对华为新PC的大规模采购订单要到今年底至明年才会出现，因此将2025年收入增长预测从10%下调至同比增长7.6%，反映其虚拟机产品的收入贡献延迟。
该行表示，中软国际长期发展趋势未变，预期华为鸿蒙个人电脑的推出，将推动虚拟机业务成为今年发展重心，但新增长动力需时体现，预期虚拟机业务需时更久才能贡献收入。受惠于高利润业务增速较快，里昂预期中软今年毛利率可轻微改善，目前预测上半年收入及净利润分别同比增长10.5%及10.1%。
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