金吾财讯 | 迅策(03317)盘中大涨19.90%，截至发稿，最新报123.50港元，成交额4.51亿港元。消息面上，中信建投新发布研报，首次覆盖，给予迅策“买入”评级。该机构确认，2025年下半年公司首次实现半年度盈利(经调整净利润5013万元)，全年营收12.85亿元同比增长103%，多元业务营收占比跃升至80%。该机构认为，迅策当前已建立起三大核心壁垒：全链路毫秒级实时数据处理能力；十余年深耕高壁垒行业积累的不可复制Know-how；产品深度嵌入客户流程带来的90%以上留存率。该机构表示，进一步展望未来，迅策一方面积极拓展行业，在电信、电力、高端制造等高壁垒行业积累行业know-how；另一方面积极转变商业模式，随着全球AIToken调用量的快速提升，迅策未来有望持续受益于Token市场的爆发。该机构预测，迅策2026-2028年营业收入分别为22.85亿元、35.37亿元、51.30亿元，归母净利润分别为0.44亿元、2.47亿元、4.80亿元。
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