《大行報告》里昂下調中國軟件國際(00354.HK)目標價至7.7元 評級「買入」
里昂發表研究報告,預期中國軟件國際(00354.HK)的業務仍需要一段時間恢復,預計受到來自華為的影響,以及其他主要客戶的研發開支放緩,公司去年度收入將下降,將目標價下調至7.7元。
考慮到公司去年下半年進行了一些成本節省措施,相信今年利潤率將有所改善,但預期今年企業研發開支未會見到即時好轉。中軟國際去年12月宣布與無錫市人民政府達成合作,將圍繞軟件、物聯網、信創等領域發展,預期新項目可為公司帶來新收入來源,維持「買入」評級。
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