智通财经APP获悉，趣致集团(00917)涨超4%，截至发稿，涨4.4%，报7102港元，成交额732.97万港元。
中银证券发布研报指出，趣致集团作为中国领先的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。
该行指出，根据灼识咨询报告，预计2022年至2027年中国快消品AIoT营销市场规模年复合增速为30.1%，为公司提供广阔的发展空间。同时，趣致集团已宣布启动全球化战略，进军中东市场。根据Grand View Research，中东和非洲的人工智能营销市场预计2023-2030 年复合增长率达27.3%。公司通过线上线下融合的一站式触达渠道，实现目标用户高频立体覆盖，累积用户画像与点位数据，提升营销服务能力和盈利能力，市场优势显著。
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