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研報掘金丨開源證券:維持寶信軟件“買入”評級 設備更新貼息政策落地

開源證券研報指出,四部門印發實施設備更新貸款財政貼息政策通知,力推年底前落地,有望提升國產智造需求,寶信軟件(600845.SH)有望核心受益。認為設備更新有望拉動寶信軟件國產化大型PLC等工控軟硬件設備、工業機器人、AI大模型等產品的需求。目前公司已投產印尼永旺不鏽鋼冷軋項目,並擬設立沙特阿拉伯分公司,同時公司圖靈機器人已在國際舞台上亮相,從長期來看,公司全球化拓展可期。該行維持預計公司2024-2026年歸母淨利潤預測分別為30.7/40.1/52.9億元,當前股價對應PE 為30.1/23.0/17.4倍,維持“買入”評級。

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