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研報掘金丨中金:維持同花順“跑贏行業”評級,上調目標價36%至380元
格隆匯 02-25 17:00

中金公司研報指出,同花順(300033.SZ)2024年淨利潤同比+30%至18.2 億元,其中4Q淨利潤同比+86%至11.7億元,高於我們預期,主因市場回暖下投資者對金融信息服務需求上升。此外,公司公吿擬每10股派發現金紅利30元,預計分紅金額16.13億元。考慮市場活躍及AI投入等對業績增厚的逐步貢獻,切換至55x 26e P/E,同時考慮市場情緒提振、及公司自身在流量/技術/平台生態等方面的優勢及稀缺性,上調目標價36%至380元、對應20%上行空間;維持“跑贏行業”評級。

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