研報掘金丨天風證券:金蝶國際開始進入扭虧通道,星空等中型產品表現出極強的競爭力
格隆匯7月26日丨天風證券25日研報指出,訂閲抗週期,助力金蝶國際(0268.HK)收入韌性持續體現,開始進入扭虧通道。星空等中型產品表現出極強的競爭力,有望助力現金流和利潤提速;蒼穹星瀚助力公司品牌形象升級,為公司持續提供產品向上兼容的底座。鑑於公司蒼穹星瀚投入和交付效率波動影響,調整公司2023/2024年營業收入預測為60.80/75.94 億人民幣(原預測65.07/81.25億人民幣),新增2025年營業收入預測94.18億人民幣,調整公司2023/2024年淨利潤預測為-1.80/1.00億人民幣(原預測-1.65/3.00億人民幣),新增2025年淨利潤預測3.50億人民幣,維持“買入”評級。
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