金吾财讯 | 海通国际发研报指，浪潮数字企业(00596)携手工业软件龙头达索，加速制造业“智造”升级。浪潮数字企业与达索系统联合推出inSuite by DELMIAWorks，达索作为基于3DEXPERIENCE平台的一体化解决方案专家，在工程研发设计、仿真分析、生产制造和全生命周期管理方面具有显著优势，两者合作实现本土实践与国际先进技术的深度融合。技术赋能业务，构建离散制造数字化转型新引擎。成长型离散制造业具有流程复杂、协作链条长的特点，这对工业软件的适配性与协同性提出了极高要求。inSuite by DELMIAWorks通过整合研发设计、生产制造、经营管理等环节，以BOM为主线打通数据流，实现了业务与制造系统的深度协同。其四大核心能力——研发生产协同、柔性生产管控、业财融合与标准化集成底座，有助于企业构建柔性响应市场的能力。标杆客户案例已实现制造周期缩短、积压降低、按期交货率提升、品质管控提升等积极成效。该机构预计公司 2025/26/27年归母净利润为5.53/7.03/8.92亿元，EPS为0.48/0.61/0.77元。给予公司2025年动态PE25倍，目标价13.03港元(按照1港元=0.92元人民币换算)，维持“优于大市”评级。
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