浪潮数字企业(00596)公司有望迎来市场位势上移、净利润持续放量趋势

开源证券04-24

受益ERP国产替代趋势，云业务盈利改善有望驱动利润持续放量公司仍将保持研发投入增长趋势，我们下调公司2024-2025年归母净利润预测分别至3.21/4.81亿元(前值4.21/7.76亿元)，新增2026年归母净利润预测6.78亿元，对应同比变化率分别为59.3%/49.7%/40.9%，对应摊薄后EPS0.3/0.4/0.6元，最新股价3.26港元对应2024-2026年9.6/6.4/4.5...

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