研報掘金丨東北證券:廣電運通2024收入持續高增,維持“買入”評級
東北證券研報指出,廣電運通(002152.SZ)2024收入持續高增,AI金融+AI政務打開空間,維持“買入”評級。2024年公司實現營業總收入108.58億元,同比增長20.07%,收入增長主要是因爲上半年中金支付、中數智匯並表及城市智能業務規模增長所帶來的增量;淨利潤的下滑主要是中科江南訂單的利潤比上年同期下降59.95%-66.62%,高毛利海外業務受到地緣關係影響未能及時交付所致。DeepSeek發展帶動AI應用平權,設備更新帶來國內金融AI 市場增量需求,同時,公司去年以及今年年初已中標多項廣東省智慧城市建設項目,相關項目均有望在2025年實現規模交付。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.