浪潮数字企业(00596)今日盘中大涨5.69%,股价报6.84港元,成交额达1381.37万港元,引发市场关注。
消息面上,浪潮数字企业发布的全年财报显示,公司业绩表现亮眼。尽管营业额略有下降,达82.01亿元人民币,同比下降1.1%,但公司纯利却大幅增长90.8%,达到3.85亿元。每股盈利为33.69分,公司宣布派发末期息8港仙,较上年同期的3港仙有显著提升。值得注意的是,公司云服务业务首次实现盈利,收入达27.61亿元,同比增长38.1%,成为公司新的增长点。
中泰国际此前发布的研报对浪潮数字企业给予积极评价。该机构认为,DeepSeek的发布对港股资本市场和软件服务行业产生重大影响,加之政策对科技行业的有力支持,以及制造业数字化转型的推动,都将促进软件服务企业的创新发展和价值提升。中泰国际特别指出,云服务增长是浪潮数字企业收入和盈利增长的主要驱动力,预测未来云服务收入每年将保持30-40%的同比增长。这一乐观预期无疑增强了投资者对公司未来发展的信心。
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