中国软件国际 (354 HK; 5.1港元; 目标价: 6.5港元) 向前看中软国际2024年的收入同比下降1%至人民币 169.51亿元 。首次披露的与AI相关的收入为957百万元 (占总收入的5.6% )。价格下调策略导致毛利率(GPM)下降,而净利润不及预期主要归因于一次性影响,包括政府补贴减少和信用减值损失增加。我们预计2025年基本面将有所改善,尤其是在 2024年下半年员工人数增加的...
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