研報掘金丨海通國際:首予金橋信息“優於大市”評級,目標價21.59元
海通國際研報指出,金橋信息作爲國內數字化科技的行業領先者,前瞻性佈局法律金融科技板塊,隨着基本盤業務反彈+AI調解提效+多元解紛放量+法院合作深化,未來業績增速有望超預期。認爲通過“機器處理標準化流程+人工介入複雜決策”的協同模式,公司的調解效率與質量將發生質變,相關業務收入有望實現放量。按照PE和PS估值,最終給予公司2026年80倍PE估值,合理估值爲79.13億元人民幣,對應目標價21.59元/股,首次覆蓋,給予“優於大市”評級。
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