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研報掘金丨國聯證券:資產重組正式落地,人服龍頭迎發展新階段 維持北京人力“買入”評級
格隆匯5月19日丨北京人力(600861.SH)18日發佈《關於重大資產重組實施進展的公吿》,目前已完成重大資產重組全部流程,北京外企正式登入A股市場,公司證券簡稱將在5月19日起由“北京城鄉”變更為“北京人力”。國聯證券研報指出,北京外企正式登陸A股市場,前期重組不確定性完全消除。北京外企上市後將藉助資本市場平台進一步提升品牌影響力,拓展市場佈局,從而進一步夯實公司在人力資源服務行業的龍頭地位。公司在一季度就業市場乏力的大背景下業績仍然表現靚麗。後續隨着國內經濟的逐漸恢復,人力資源服務行業有望重現高景氣度,此外中長期國內經濟結構轉型以及政策推動也為行業的長期發展創造了發展。公司作為我國人力資源行業龍頭,背靠北京國資委同時與全球人力資源龍頭德科集團開展深度合作,將先進的國際化經營理念與本土化優勢相結合,業績有望在本輪復甦中充分受益。鑑於公司為行業龍頭,規模優勢突出,有豐富的客户資源,置入上市公司平台後,有望實現加速擴張。維持“買入”評級。
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