宇信科技(300674.SZ):整體今年看基礎軟硬件的銷售,呈現積極態勢
格隆匯6月15日丨宇信科技(300674.SZ)近期在接待機構調研時表示,金融信創的快速推進,確實會帶來一些收入構成上的差異和變化。今年我們看大行和股份制銀行在推進和落地上非常積極。一季度,公司在系統集成上實現同比增長619%,都是信創基礎軟硬件的銷售。整體今年看基礎軟硬件的銷售,呈現積極態勢。
在軟件上,可能整個軟件業務的50%以上的收入都會來自信創項目的確認,新籤的訂單裏面佔比就會更高,也會逐步體現在財務報表上。另外信創的分佈式架構在海外市場也有落地和推進,未來幾年都會支撐公司積極的增長。
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