港股異動 | 北森控股逆勢大漲10%創近21個月新高 股價年內逼近翻倍!
北森控股(9669.HK)午後繼續逆勢走強,一度大漲10.71%至8.27港元,股價創2023年9月19日以來近21個月新高,年內累漲超92%,市值約58億港元。消息面上,北森控股將於6月19日舉行董事會會議,以考慮及批準集團截至2025年3月31日止年度(“2025財年”)的經審覈全年業績及其發佈,並考慮派發末期股息(如有)。北森控股曾公告,集團預期將錄得截至2025財年的收入介乎約9.231億元(人民幣,下同)至約9.659億元,同比增約8%至13%;訂閱收入留存率預計約105%至107%;期內公司擁有人應佔虧損介乎約1.305億元至約1.957億元,而2024財年的公司擁有人應佔虧損約32.086億元。同比大幅減虧主要由於公司可贖回可轉換優先股公允價值變動產生的虧損及以股份爲基礎的付款較2024財年減少介乎約29.555億元至約30.152億元。光大證券研報指出,2024年以來北森啓動AI戰略,打造AI賦能的新一代HR SaaS,發佈了AI招聘助手、AI面試官等7大AI助手,集合超100項AI 特性,形成北森AIFamily產品家族。產品雲端一體化優勢顯著,匯聚核心人力管理,AI等產品性能更新迭代有望帶來交叉銷售機會。北森控股爲雲端HCM解決方案龍頭,具備一定的稀缺性,維持“買入”評級。天風證券亦指,頭部企業的崗位級應用如編程、人力、法律以及中小企業在成本等因素驅動下,或更多採用北森控股等公司的標準產品。(格隆匯)

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