天风证券发表报告指，微盟(02013.HK) 自研大模型应用型产品微盟WAI集成DeepSeek，以进一步提升WAI Agent的推理和调度能力，进而更好地满足WAI SaaS、WAI Pro等不同产品用户的场景需求。该行认为，微盟大模型集成DeepSeek有助于保持公司产品竞争力，进一步提升用户体验，或有望转化为营收增长和利润增长。
报告指，微盟集团持续布局AI Agent产品，并持续集成前沿大模型，该行认为这有望提升产品竞争力，进而转化为营收增速和利润增长。公司进行业务调整，订阅解决方案收入及客户数有所下滑，预计公司2024至2025年营业收入分别18.5亿及23.9亿元人民币(下同)，前值预测为31.9和37.6亿元，按年分别跌17%及升29%；2024至2025年料分别蚀6亿及蚀4.1亿，前值预测蚀0.1亿及蚀3.1亿元，维持“买入”评级。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-14 16:25。)
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