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研報掘金丨浙商證券:京北方爲銀行IT領軍企業,首予“買入”評級
格隆匯 02-20 15:50
浙商證券研報指出,銀行IT擁抱DeepSeek,私有化部署帶來行業機遇。Deepseek憑藉高效的性能、突出的性價比、開源共享等特點,正在加速在金融領域落地,京北方(002987.SZ)客戶體系覆蓋主要國有大行和股份制商業銀行,AI大模型服務平臺能夠爲金融行業客戶提供全面國產化環境下的大模型私有化部署和模型優化服務。選取同樣以銀行IT 爲主要業務的長亮科技、神州信息和宇信科技爲可比公司, 2025年對應的可比公司一致預期PE 均值爲68倍,公司2025盈利對應的PE 爲35,首次覆蓋,給予“買入”評級。
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