研報掘金丨國泰君安:維持同花順“增持” 評級,看好公司業績爆發
國泰君安研報指出,交投活躍促同花順(300033.SZ)第四季度業績大幅增長,2025年成交量繼續維持高位,疊加公司AI產品落地,看好公司業績爆發。上調目標價至393.00元,維持“增持” 評級。公司2024年實現營業收入41.87億元,+17.47%yoy,實現淨利潤18.23億元,+30.00%yoy。業績符合預期。在AI大模型的賦能下,智能投顧和投研市場有望受益於客戶付費意願提升而快速增長,公司有望憑藉數據和算法優勢獲取較高市場份額。當前公司的C端問財產品仍處於暫停新增狀態,原因爲2024年11月15日公司子公司雲軟件公司被暫停新增客戶3個月,當前已經超過3個月期限,預計近期會放開新增,有望帶動業績增長。
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