Market Brief

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袁鉅文先生 (Aman Yuen)
經理

金融經濟系畢業, 從事股票衍生工具投資工作已有十年, 善於技術分析及期權買賣策略.歡迎各位來電交流心得
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中國軟件國際(354.HK)

Tuesday, April 02, 2019 Views913

中國軟件國際為中國軟體和資訊技術服務綜合競爭力十強企業之一,業務主要分為市場提供技術與專業服務(TPG)及互聯網諮詢科技服務(IIG),並覆蓋電信、金融、互聯網等多個行業。

2018 年業績報告中,集團業務穩健增長,收入同比增長達到14.5%至105.85億元人民幣,,服務性收入同比增長達到17.4%,年度溢利同比增長27.6%,集團擁有人應佔溢利同比增長26.6%,每股基本盈利同比增長25.2%至0.29人民幣。優於市場預期。

集團緊跟華為步伐,用SD(華為供應商發展計劃)牽引公司的業務發展,提升服務質量和價值。公司與騰訊合作再獲突破,共建近岸交付中心 (NDC);滙豐業務穩中求進,恒生銀行業務快速增長;公司躋身平安集團前兩大IT服務供應商之列;公司加強與百度合作,實現了人工智能AIIoT等新技術在金融領域的深入應用和場景落地。公司持續落地新技術應用場景,加速戰略合作與業務佈局。

 

集團在美國市場,公司全資子公司Catapult發佈了訂閱式解決方案產品「Azure Management Services (AMS)」,訂閱類業務收入翻番,獲得16項微軟能力認證,成為同時具備Azure、Microsoft 365和Dynamics 365三類微軟雲智能產品專業能力的服務商。

 

同時加速推進在智能製造方向的戰略佈局。「蜂巢(Honeycomb)」工業互聯網使能平台與德國博世、德國富勘、法國ESI、德國菲尼克斯、海爾、南瑞信通等國內外知名企業達成戰略合作。公司攜手南京圖靈人工智能研究院推進數字城市、智能製造新技術、新業務、新模式、新業態的應用。公司正在籌建雲智能業務集團(Cloud & Intelligence Group, CIG),未來將進一步整合IT技術服務能力和製造合作資源,推動企業的數字化轉型升級,打造集軟件、服務、診斷、諮詢、解決方案於一體的生產製造「雲」端生態圈,向著智能製造核心集成商的方向前進。

 

展望未來,集團將以「零距離創新」攜手華為等戰略客戶,持續提升公司數字化工程能力,用解放號的思想,改造老業務、開發新業務,利用AI、大數據、工業互聯網平台,構建數字中國新基建,輸出轉型升級新動能。集團將持續彰顯奮鬥者價值,向著「全球十分天下有其一」和「成為全球信息技術服務領袖企業」的目標邁進!

 

本集團自二零零三年創業板上市以來,收入和服務性收入一直保持高速增長,從二零零三年到二零一八年,收入的年均複合增長率達到31.9%, 服務性收入的年均複合增長率達41.3%。具體請見下圖:

隨著各業績快速成長預期。維持“買入”評級,短期 $4.8買入,短期目標 $5.14,長期目標價為$6.5港元,止蝕 $4.5。

 

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