港股异动 | 迅策(03317)盘中涨超16% 5月ARR收入环比暴增320% 近日与北数所达成框架协议

智通财经
Jul 02

智通财经APP获悉,迅策(03317)盘中涨超16%,截至发稿,涨8.54%,报132.2港元,成交额4.76亿港元。

消息面上,6月29日晚,迅策科技与北数所签署合作框架协议。本次合作标志着公司在数据要素市场与国家级数据交易平台的战略布局进一步深化,是公司数据Token化能力在垂类行业落地、具身智能数据流通、数字资产化服务以及生物医疗垂类数据生态共建的关键一步。

值得注意的是,迅策5月Token ARR环比大幅增长320%,Token付费收入占比突破5%,年底目标提升至20%-30%。从项目制到按Token消耗计费,收入结构从“一次性”转向“持续性”,从“人力驱动”转向“产品驱动”。ARR的环比跃升,证明客户愿为可量化的Token价值持续付费,而非购买一套软件。

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