智通财经APP获悉,盛业(06069)一度涨超12%,高见13.78港元创上市以来新高。截至发稿,涨5.74%,报12.9港元,成交额6250.03万港元。
消息面上,盛业近期发布2024年度业绩,营收9.19亿元人民币,同比减少4.6%;归母净利润3.8亿元,同比增长42%;每股盈利39分,派末期息34.7分,派息率接近90%,同时公司亦考虑2025年年内派发特别股息。天风证券认为,公司在24年无锡国金出表的影响下,还能实现42%左右的净利润提升,说明公司新的平台化发展战略已证明成功,未来将继续长耕在平台化发展战略的大方向上,实现业绩的快速增长。中金将其目标价上调36%至15港元。
天风证券指出,在未来原有赛道继续保持快速爬坡的同时,第二增长曲线也有望伴随已经被验证过的战略打法继续快速复制,兑现业绩的快速增长,并实现多分散风险的多业务多赛道良性发展策略。同时公司加大在AI领域的投入,目前已完成从行业数据+IDC+AI应用的AI全链条覆盖,公司将继续通过深耕产业垂直方向,依托产业大数据实现AI模型的垂类应用落地,并借助AI的发展,进一步实现业绩的快速增长。
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