中金发表报告指，明源云(00909.HK) 去年业绩逊预期。展望今年，管理层表示会继续坚持战略聚焦，在存量管理领域加大资源投入，专注资产管理与营运等核心产品线，服务国企和优质民企客户，同时推进海外产品研发和落地，深耕东南亚和日本等市场。管理层亦提到，未来将继续以降本增效推动盈利能力复苏，2025年或有望实现经调整净利润和经营性现金流的转正。
该行表示，维持2025年收入预测基本不变，考虑到AI等相关投入加大，将2025年经调整纯利预测由 5,019万元人民币下调至亏损191万元人民币。该行又引入2026年业绩预测，预计收入为15.4亿元人民币，经调整纯利为1,773万元人民币。该行维持“跑赢大市”评级，上调目标价 40%至3.5元。(vc/w)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 16:25。)
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