智通财经APP获悉，浪潮数字企业(00596)午后涨超8%，截至发稿，涨6.96%，报3.38港元，成交额1167.52万港元。
银河证券指出，外部宏观环境与内部替代需求加速信创发展。信创产业景气度有望回升，市场空间广阔。根据艾瑞咨询数据，信创产业在2023年和2024年增速相比2022年有所下滑，但预计2025年增速修复提升。据悉，浪潮数字企业的实际控制人为山东省国资委，母公司为浪潮集团。
中泰国际指出，浪潮数字企业的主打产品，海岳PaaS平台、海岳GS Cloud、智能ERP inSuite等可服务全类别大中小企业，为客户夯实数字技术底座，为企业打造智能制造整体解决方案，并对外提供数字供应链、智能工厂、工业智能场景等专业化服务。该行指出，浪潮数字凭借自身产品的优势，与浪潮集团旗下其他子公司形成协同效益，助力集团型企业客户数字化转型及提升数字化能力和建构云计算平台。
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