研报掘金丨国元证券:维持鼎捷数智“买入”评级,未来持续成长空间较为广阔

格隆汇
Sep 12

国元证券研报指出,鼎捷数智上半年实现归母净利润4502.67万元,同比增长6.09%,业绩保持稳健增长,公司整体毛利率稳步提升。分业务来看,公司研发设计类业务收入为0.57亿元,同比增长11.05%,公司发布的业内首款融入AI技术的PLM产品全生命周期管理系统,通过多轮验证、迭代,已获近百家客户签约、数十家客户成功部署,有效带动客单价提升;数字化管理类业务收入为5.71亿元,同比增长4.32%。在AI智能体落地方面,公司发布企业智能体生成套件覆盖多智能体协作、反思、推理等各个层面,将AI从工具属性转化为“数字员工”属性。公司是领先的数据和智能方案提供商,未来持续成长空间较为广阔。考虑到行业的成长空间和公司业务的持续成长性,维持“买入”评级。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10