港股异动 | 浪潮数字企业(00596)再涨超7% 信创替换节奏有望提速 公司受益ERP国产化进程加速

智通财经
09 Dec 2024

智通财经APP获悉,浪潮数字企业(00596)再涨超7%,截至发稿,涨6.19%,报3.58港元,成交额1613.72万港元。

消息面上,四大协会联合发声支持自主可控产业发展,财政部发文拟给予本国产品相对于非本国产品 20%的价格评审优惠。招商证券指出,自主可控不仅为情绪催化,更是大势所趋,党政及行业信创替换节奏有望提速。华西证券则指出,美国进一步倒逼国内信创产业崛起;近期台账陆续展开,看好产业链进展和贝塔共振。

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。

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