研報掘金丨光大證券:維持恒生電子“增持”評級,長期堅定看好公司成長
光大證券研報指出,恒生電子(600570.SH)24年歸母淨利潤10.43億元,同比下降26.75%;核心產品矩陣持續突破,AI技術有望賦能公司業務。核心業務板塊中,財富科技服務板塊收入為14.30億元,同比下降17.50%。券商自營領域,債券櫃枱業務取得重大突破,成功簽約多家頭部券商客户;銀行資金管理領域,Summit產品業績持續增長,已完成全棧信創適配,並完成信創版首家標杆客户簽約。公司對內實施數智恒生戰略,構建多場景化Agent,為設計、出碼、測試等環節提效,推進研發體系變革,並取得一定成效。長期堅定看好公司成長,維持“增持”評級。
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