金吾财讯 | BOSS直聘(02076)股价向好，截止发稿，涨4.1%，报82.45港元，成交额41.3万港元。
财通证券研报指出，公司2025年三季度业绩表现强劲，实现收入21.63亿元人民币(下同)，同比增长13.17%，净利润7.75亿元，同比增长67.2%，经调整净利润9.92亿元，同比增长34.2%。公司用户基础持续扩大，3Q2025月活跃用户(MAU)达6380万人，同比增长10.0%；企业付费用户680万人，同比增长13.3%。招聘需求回暖带动收入加速增长，同时供求关系进一步改善。 财通证券预计2025-2027年公司归母净利润分别为22.28亿元、30.36亿元和39.49亿元，对应市盈率(PE)为34倍、25倍和19倍。基于公司在在线招聘赛道的稳固优势及AI业务的长期布局，维持"增持"评级。
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