中金:升中软国际(00354.HK)目标价至4.3港元 维持“中性”评级

智通财经
Aug 31
【中金:升中软国际(00354.HK)目标价至4.3港元 维持“中性”评级】智通财经APP获悉,中金发布研报称,中软国际(00354.HK)中标2.45亿元人民币西安智慧交通标杆项目,覆盖AI协同调度、全域智能感知及开源鸿蒙设备部署,体现了公司从感知终端到智能决策的端到端交付能力,并有望形成可向其他城市复制的标杆方案。考虑到AI业务增长快于预期,中金上调中软国际2026年/2027年收入预测7.8%/7.9%至187.3亿/199亿元人民币;考虑投资及其他收益的潜在波动,维持2026年归母净利润不变,上调2027年归母净利润预测18.5%至5.74亿元人民币。维持“中性”评级,考虑AI带动业务增长修复,上调目标价19%至4.3港元。

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