亚信科技一度涨超6.5% 机构指公司与亚信安全在数智化领域有望深度协同

格隆汇
23 Dec 2024

亚信科技(1675.HK)盘中一度涨超6.5%,最高触及6.35港元,创逾两个月新高。

消息面上,上月,亚信安全以13.85亿港币的现金完成了对亚信科技20.316%股份的收购。国信证券发布研报指,亚信安全与亚信科技在数智化领域有望深度协同。重组完成后,双方将实现安全+数智化的深度融合,整合运营商、金融、政务、交通、能源等重点行业的优势资源,提供云网安的全栈能力方案。例如亚信科技在运营商软件占据优势,数据要素应用积累较多案例,双方在运营商领域将进一步拓展业务机会。卫星领域,双方均与上海垣信卫星有深度合作,有望复制运营商成功案例。

责任编辑:栎树

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