金吾财讯 | 中信建投研报指，多点数智(02586)从为胖东来提供零售系统服务，到吸收调改方法论体系并对外输出模式，实现了对零售行业变革最深刻的把握。结合AI应用深入各个实操环节，推动其系统服务深度绑定头部客户，真正成为受益于行业数字化升级的卖水人。此次提高关联交易上限及回购也验证调改输出持续展现成果。多点数智经过十年发展，已成为国内最大的零售数字化解决方案提供商，并且将胖东来调改理念与AI技术深度融合。该机构更新公司2025-2027年营业收入分别为21.67/25.70/30.06亿元，同比分别增长16.55%/18.60%/16.97%；净利润为1.54/3.04/4.64亿元，同比分别增长107.03%/96.93%/52.65%，对应PE 44/23/15倍，维持“买入”评级。
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