《大行報告》中金:華爲注資深圳開鴻 有望推進中軟國際(00354.HK)智能物聯網生態搭建
中金髮表報告,對於中國軟件國際(00354.HK)爲深圳開鴻引入華爲等投資者,認爲交易爲公司推進國產核心信息系統業務生態建設,打下合規基礎。該行維持對中軟國際「中性」評級,目標價16元。
報告指出,基於深圳開鴻高技術、高投入的定位,中軟國際成立智能物聯網業務集團,以構建圍繞OpenHarmony操作系統發行版的生態使能業務,打造以國產智能物聯網操作傳統爲核心的高科技型產品服務,協同華爲牽引構建有色、交通、港口、農業、漁業等傳統行業的智能改造,提升公司服務策略性客戶的綜合能力;通過股權架構打通員工持股通道,加強人才資本基礎。
中金認爲,作爲華爲鴻蒙生態的深度參與者之一,公司有望在交易後持續推進基於國產底座的工業智能化進程,建議關注HarmonyOS未來在工業領域的行業拓展和商業落地進展。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.