智通财经APP获悉，浪潮数字企业(00596)逆市涨超8%，12月初至今累涨约35%。截至发稿，涨6.92%，报4.17港元，成交额1688.69万港元。
中泰国际此前指出，国家政策引领企业数字化转型升级和创新，多项政策推动ERP行业改革。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。相信在国产企业软件市占率稳步提升的趋势中，浪潮数字有望夯实护城河，并实现利润稳步增长。
智通财经APP在《智通特供|中长期“多头行情”显现，浪潮数字企业（00596）右侧投资机会已到？》中指出，具体而言，浪潮数字企业背靠浪潮集团，作为国资背景企业，在国资国企中有天然的信任背书优势，目前该公司的客户均以大型央国企为主，包括东方电气、中国铁塔、茅台集团、鲁花集团等。由于对信息和数据安全的重视，央国企客户对国资背景品牌更为信任。而浪潮数字企业作为唯一拥有国资背景的综合类规模化ERP厂商，在ERP国产化选型中更容易获得央国企的青睐。此外，大型央国企客户优势在于增长稳定，进一步凸显公司竞争优势。
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