中金:维持范式智能(06682.HK)跑赢行业评级 目标价40港元

智通财经
Jun 25
【中金:维持范式智能(06682.HK)跑赢行业评级 目标价40港元】智通财经APP获悉,中金发布研报称,考虑到范式智能(06682.HK)商业落地加速、API业务放量带来的收入驱动,该行上调26e收入预测36.4%至105.5亿元,同时结合战略转型带来的毛利调整和投入增加,该行26e调整后归母净利润预测为0.9亿元。引入27e收入预测134.3亿元,调整后归母净利润3.0亿元。该行看好公司商业模式优化,维持公司跑赢行业评级,考虑公司业务处于战略调整期切换至1.4x 27e P/S,对应目标价40港元,当前交易于1.0x 27e P/S,较当前具备43%上行空间。

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