智通财经APP获悉，浪潮数字企业(00596)再涨超7%，截至发稿，涨7.32%，报6.01港元，成交额1.02亿港元。
消息面上，浪潮数字企业2024年实现营业额82.01亿元人民币，同比跌1.1%；纯利3.85亿元，同比增长90.8%。云服务业务收入达27.61亿元，同比增长38.1%，首次转亏为盈。中泰国际指出，今年公司实施“AI First”战略，加大投入研发海岳大模型，用AI技术重构海岳软件，打造AI原生的企业软件，落地高价值智能应用场景，拖动企业数智化转型迈向新高度。管理层形容2025将是AI产品场景落地之年。
国元国际认为，浪潮数字企业依托股东浪潮集团在云计算、大数据领域的领先地位，公司在ERP国产化进程中占据显著优势。凭借技术实力、政策响应能力及央企资源支持，公司有望成为央国企信创替代的首选合作伙伴。因此公司将充分享受国产信创战略推进带来的时代红利，而且市场需求呈增长趋势，未来业绩增长预期将持续兑现。在技术融合与政策驱动双重赋能下，公司将迎来历史性机遇。
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