中银国际研究报告指出,中国软件国际(00354.HK) 今年上半年业绩良好,收入与毛利率符合预期,营运利润率及净利润均超预期按年提升。管理层乐观指引今明两年全场景AI业务收入增长,预期由开源鸿蒙物联网、AI智能体及ERP业务推动,预计到2026年相关业务收入占比将达到约20%。管理层还预计基石业务(即IT外包相关)需求下半年持续回暖。中银国际维持公司今年每股盈利预测基本不变,但将2026、2027...
Source Link中银国际研究报告指出,中国软件国际(00354.HK) 今年上半年业绩良好,收入与毛利率符合预期,营运利润率及净利润均超预期按年提升。管理层乐观指引今明两年全场景AI业务收入增长,预期由开源鸿蒙物联网、AI智能体及ERP业务推动,预计到2026年相关业务收入占比将达到约20%。管理层还预计基石业务(即IT外包相关)需求下半年持续回暖。中银国际维持公司今年每股盈利预测基本不变,但将2026、2027...
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