金吾财讯 | 中银证券发研报指，趣致集团(00917)作为中国领先的AIoT互动终端网络的营销服务提供商，推出的AI互动营销解决方案已成功实现商业化，业绩处于快速增长阶段。随着国内业务的成长与海外业务的开拓，公司业绩有望保持高速增长。该行指，AI互动营销的领导者，业绩高速增长。AI、IoT持续获得政策重点支持，多样化AI互动助力营销革新。另外，AIoT增长潜力与市场优势显著。该行续指，趣致集团当前处于扩张阶段，公司业务高速增长，因此该行采用PEG估值法。可比公司2026年PEG平均值为1.97。该行预计2024/25/26年趣致集团经调整净利润为2.44/3.05/3.86亿元，对应PE67.52/53.93/42.57倍，2026年PEG为1.75；2026年PEG小于可比公司。首次覆盖，给予买入评级。
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