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研報掘金丨開源證券:寶信軟件自主可控業務有望提速成長,維持“買入”評級
格隆匯 11-19 16:30

開源證券研報指出,考慮到寶信軟件(600845.SH)自主可控業務有望提速成長,維持“買入”評級。公司於2024年9月20日發佈了全棧自主可控PLC T3、T4系列產品,實現了從操作系統,到運行時軟件,再到編程環境全棧自主可控,T4多項性能幾倍領先於德國主流大型PLC。寶信軟件近日與寧波東海藍帆科技有限公司(中石化下屬信息化公司)簽訂合作協議,標誌着寶信軟件產品正式進入中石化核心應用場景。寶信圖靈在意大利建立研發和生產基地,積極加快全球市場佈局,全面佈局人工智能、機械加工、冶金技術和汽車行業等前沿應用。

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