浪潮数字企业(00596)盘中逆市涨超8%,12月初至今累涨约35%。截至发稿,股价上涨6.41%,现报4.15港元,成交额2946.40万港元。
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。
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