研報掘金丨國盛證券:小商品城業績超出市場預期,維持“買入”評級
國盛證券研報指出,小商品城(600415.SH)24年歸母淨利潤30.74億元,同比增長14.85%;加權平均淨資產收益率16.10%,核心財務指標連年創歷史新高,業績超出市場預期。數字人民幣跨境核心受益方,相關淨利潤同比+274.67%。公司由AI賦能實體經營户形成的“數字老闆娘”形象已打造為知名IP,獲央視認證成為新經濟轉型的代表案例。新增使用過自研AI 產品的商家超1.9萬家,提供服務超22萬次,自主研發“智能商品推薦”“AI多語言客服”等6個數字化工具。考慮到公司的人民幣國際化核心受益方地位,在一帶一路逐步推進下,未來有望進一步開拓海外廣闊的市場空間;同時,隨着AI持續賦能,公司用户使用量和訂單有望持續增長,維持“買入”評級。
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