《大行报告》野村:防疫令内地遥距办公认受性提升 料金蝶及金山等可受惠
野村发表报告表示,武汉爆发新型冠状病毒肺炎後,中国政府已延长中国农历新年假期,更多企业允许员工在家弹性办公,以避开肺炎疫情,相信防疫措施会提升内地遥距办公、沟通软件应用及解决方案的需求,而内地部分科网企业如腾讯(00700.HK)、阿里巴巴(09988.HK)、华为已提供用户在家工作的软件方案。
该行料,内地防疫会唤醒人们对遥距办公关注,长期行业可享受持续性的增长,随着云计算及5G科技配合下,相信遥距办公或移动手机办公的阻碍可望获得打破,该行对内地云软件行业结构性增长机会正面,领先企业包括用友网络(600588.SH)、金蝶(00268.HK)、金山办公(688111.SH)。
野村称,在遥距办公的供应链上,认为视像及语音会议行业发展仍处早期阶段,领先企业正提供综合性(硬件+软件解决方案),如亿联网络(300628.SZ)及会畅通讯(300578.SZ),料可受惠市场上升趋势。
该行认为,内地遥距办公大致上属未开发的市场,因以往注重面对面的沟通文化、及以办公室作主导,但今次疫情或会变成转折点,企业提高对员工的工作弹性安排,料可分三个大类,第一是综合性软件企业如微软、阿里巴巴的钉钉、腾讯(00700.HK)旗下微信企业版、华为的Welink;第二是办公室软件自动化软体如金蝶Cloudhub、Weaver及 Seeyon;第三是办公室软件,如微软的office、金山旗下WPS。
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