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研報掘金丨國元證券:維持寶信軟件“買入”評級,長期成長空間較爲廣闊
格隆匯 04-10 17:15

國元證券研報指出,寶信軟件(600845.SH)24年實現歸母淨利潤22.65億元,同比減少11.28%;堅持創新引領做強,營業收入實現穩健增長。梳理AI應用場景,重點推進高爐大模型、轉爐大模型、AI主操、一體化配煤配礦等試點示範項目,形成100項以上“AI+”應用實例。2024年,公司突破大型PLC產品多項關鍵核心技術,首發天行系列全棧自主可控T3、T4 PLC產品,實現從操作系統、到運行時軟件、再到編程環境的全棧自主可控;形成國產PLC產品替代方案。公司在工業製造領域深耕多年,持續加大信息高科技研發力度,全新的成長空間已經逐步打開,長期成長空間較爲廣闊。考慮到行業的成長空間和公司業務的持續成長性,維持“買入”評級。

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