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浙數文化(600633.SZ)封漲停 西南證券維持“買入評級”
格隆匯 01-17 16:36
格隆匯1月17日丨浙數文化(600633.SZ)封漲停板,今日收9.92元,總市值125.56億人民幣。國務院印發《“十四五”數字經濟發展規劃》,明確了“十四五”時期推動數字經濟健康發展的指導思想、基本原則、發展目標、重點任務和保障措施。規劃指出,到 2025年,數字經濟核心產業增加值佔國內生產總值比重達到 10%。西南證券發研報稱,該公司數字化政務業務有望在數字經濟高速發展中進一步深化;在數字產業基礎設施升級的大背景下,公司數據中心的建設有望享受更多紅利;數字科技和數字文化雙領域發展,確立公司在數字產業的領先優勢。該行預計公司2021-23年EPS分別為0.46、0.56、0.60元,對於的PE為19、15、14倍,而且該行認為公司的互聯網定位切換以及元宇宙業務佈局或可為公司帶來一定的估值溢價,故維持“買入”評級。

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