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00268 金蝶国际
休市中 08-23 16:08:27
5.880
+0.170
+2.98%
最高
5.910
最低
5.570
成交量
986.30万
今开
5.600
昨收
5.710
日振幅
5.95%
总市值
210.84亿
流通市值
210.84亿
总股本
35.86亿
成交额
5,708万
换手率
0.28%
流通股本
35.86亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
金蝶国际(00268)8月23日斥资815.81万港元回购141.6万股
智通财经 · 08-23 16:48
金蝶国际(00268)8月23日斥资815.81万港元回购141.6万股
【港股午评:恒生指数跌0.38% 恒生科技指数跌1.52%】金十数据8月23日讯,截止至中午收盘,恒生指数跌0.38%,恒生科技指数跌1.
美港电讯 · 08-23 12:04
【港股午评:恒生指数跌0.38% 恒生科技指数跌1.52%】金十数据8月23日讯,截止至中午收盘,恒生指数跌0.38%,恒生科技指数跌1.
金蝶国际(00268)8月21日斥资336万港元回购60万股
智通财经 · 08-21
金蝶国际(00268)8月21日斥资336万港元回购60万股
【券商聚焦】海通证券维持金蝶国际(00268)“优于大市”评级 指其大型企业业务表现亮眼
金吾财讯 · 08-21
【券商聚焦】海通证券维持金蝶国际(00268)“优于大市”评级 指其大型企业业务表现亮眼
金蝶国际(00268)8月20日斥资784.36万港元回购135.1万股
智通财经 · 08-20
金蝶国际(00268)8月20日斥资784.36万港元回购135.1万股
杰富瑞:下调金蝶国际目标价至17.32港元 预期2025年纯利可扭亏为盈
市场资讯 · 08-20
杰富瑞:下调金蝶国际目标价至17.32港元 预期2025年纯利可扭亏为盈
杰富瑞:降金蝶目标价至17.32港元 宏观弱势为IT预算构成压力
老虎证券 · 08-20
杰富瑞:降金蝶目标价至17.32港元 宏观弱势为IT预算构成压力
【杰富瑞:降金蝶目标价至17.32港元 宏观弱势为IT预算构成压力】金十数据8月20日讯,杰富瑞的研究报告指,宏观弱势虽然为IT预算构成压力,但也推动了内地大型企业透过数码工具去进行严谨的成本管理,软体即服务(SaaS)企业资源规划(ERP)不止为客户变得更有效率,同时亦降低了IT成本。
美港电讯 · 08-20
【杰富瑞:降金蝶目标价至17.32港元 宏观弱势为IT预算构成压力】金十数据8月20日讯,杰富瑞的研究报告指,宏观弱势虽然为IT预算构成压力,但也推动了内地大型企业透过数码工具去进行严谨的成本管理,软体即服务(SaaS)企业资源规划(ERP)不止为客户变得更有效率,同时亦降低了IT成本。
金蝶国际:美银证券调整预测,重申买入 关键短语:金蝶国际 美银证券 预测 买入
和讯网 · 08-20
金蝶国际:美银证券调整预测,重申买入 关键短语:金蝶国际 美银证券 预测 买入
《大行》富瑞降金蝶(00268.HK)目标价至17.32元 宏观弱势为IT预算构成压力
阿斯达克财经 · 08-20
《大行》富瑞降金蝶(00268.HK)目标价至17.32元 宏观弱势为IT预算构成压力
《大行》大和降金蝶(00268.HK)目标价至6.7元 大企业需求仍具韧性
阿斯达克财经 · 08-20
《大行》大和降金蝶(00268.HK)目标价至6.7元 大企业需求仍具韧性
金蝶SaaS订阅规模成国产行业之最
中金在线 · 08-20
金蝶SaaS订阅规模成国产行业之最
南向资金8月19日净卖出金蝶国际95.12万股 连续3日减持
自选股智能写手 · 08-20
南向资金8月19日净卖出金蝶国际95.12万股 连续3日减持
“粮食”越打越多--拐点将至的金蝶国际(00268),即将迎来下一个“黄金十年”
智通财经 · 08-19
“粮食”越打越多--拐点将至的金蝶国际(00268),即将迎来下一个“黄金十年”
金蝶国际(00268)2024年中报点评:订阅优先、AI优先,叠加降本增效盈利拐点将至
国泰君安 · 08-19
金蝶国际(00268)2024年中报点评:订阅优先、AI优先,叠加降本增效盈利拐点将至
金蝶国际下半年或持续回购 东南亚成今年重要海外布局节点
新华财经 · 08-19
金蝶国际下半年或持续回购 东南亚成今年重要海外布局节点
SaaS订阅增长信心大增 金蝶国际化战略“提速”
中国商报 · 08-19
SaaS订阅增长信心大增 金蝶国际化战略“提速”
金蝶国际:目标价降至 10.4 港元,云业务向好
和讯网 · 08-19
金蝶国际:目标价降至 10.4 港元,云业务向好
【券商聚焦】方正证券给予金蝶国际(00268)“推荐”评级 料其亏损或延续收窄并在2025年实现扭亏
金吾资讯 · 08-19
【券商聚焦】方正证券给予金蝶国际(00268)“推荐”评级 料其亏损或延续收窄并在2025年实现扭亏
金蝶国际(00268)公司营收和盈利受短期宏观影响,云订阅模式转型持续推进(简体版)
第一上海 · 08-19
金蝶国际(00268)公司营收和盈利受短期宏观影响,云订阅模式转型持续推进(简体版)
公司概况
公司名称:
金蝶国际
所属市场:
SEHK
上市日期:
--
主营业务:
金蝶国际软件集团有限公司是一家主要提供企业资源计划(ERP)服务的香港投资控股公司。该公司通过两大分部运营。ERP及云服务分部从事企业管理软件的销售与实施及相关服务的提供、企业管理软件安排相关的硬件销售、中间件软件业务以及电子商务及其他在线管理服务的提供。其他分部从事投资性房地产的经营。
发行价格:
--
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恒生科技指数跌1.52%】金十数据8月23日讯,截止至中午收盘,恒生指数跌0.38%,恒生科技指数跌1.","url":"https://stock-news.laohu8.com/highlight/detail?id=2461826655","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2461826655?lang=zh_cn&edition=full","pubTime":"2024-08-23 12:04","pubTimestamp":1724385874,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["513600","06060","BK4587","09888","LU0039217434.USD","BK4501","LU0307460666.USD","LU0359202008.SGD","BK4588","LU0327786744.USD","BK1095","80992","MHImain","HSImain","00268","07226","LU1880383366.USD","LU1880383440.USD","BK1596","BK4579","89888","IE0008368742.USD","BK4503","BK1609","MCHmain","HHImain","BK4505","YANG","02833","BK4526","HSI","LU0630378429.USD","BIDU","00992","09999","01797","LNVGY","HSTECH","LU0819121731.USD","HSCEI","BK4574","LU1328615791.USD","LU0140636845.USD","BK4577","LU0831093199.SGD","BK4504","NTES","LU1366334651.USD","LU0588546209.SGD","BK1136"],"gpt_icon":0},{"id":"2461841340","title":"金蝶国际(00268)8月21日斥资336万港元回购60万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2461841340","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2461841340?lang=zh_cn&edition=full","pubTime":"2024-08-21 19:13","pubTimestamp":1724238835,"startTime":"0","endTime":"0","summary":"智通财经APP讯,金蝶国际(00268)发布公告,于2024年8月21日斥资336万港元回购60万股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1167883.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00268","IE0034224299.USD","BK1526","BK1589","LU0051755006.USD","BK1517","BK1518","BK1607","LU0456827905.SGD","BK1586","BK1109"],"gpt_icon":0},{"id":"2461813322","title":"【券商聚焦】海通证券维持金蝶国际(00268)“优于大市”评级 指其大型企业业务表现亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=2461813322","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2461813322?lang=zh_cn&edition=full","pubTime":"2024-08-21 15:27","pubTimestamp":1724225240,"startTime":"0","endTime":"0","summary":"金吾财讯 | 海通证券发研报指,金蝶国际 公布24H1实现营业收入28.70亿元,同比增长11.9%;归母净利润亏损2.18亿元,同比缩窄23.2%,主要系大型企业业务的规模效应逐步体现所致。参考可比公司,给予公司2024年动态5-6倍PS,按照1港元=0.92元人民币换算,合理市值区间为355.00-426.00亿港元,对应合理价值区间为9.90-11.88港元/股,维持“优于大市”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/ZDJiMDMxMTQ0NzYwOTE1MWRjNWM4ZTAxY2ZiMjQwNjM2MTY3ODIyMw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZDJiMDMxMTQ0NzYwOTE1MWRjNWM4ZTAxY2ZiMjQwNjM2MTY3ODIyMw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"1942753","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00268"],"gpt_icon":0},{"id":"2460073142","title":"金蝶国际(00268)8月20日斥资784.36万港元回购135.1万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2460073142","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2460073142?lang=zh_cn&edition=full","pubTime":"2024-08-20 17:56","pubTimestamp":1724147808,"startTime":"0","endTime":"0","summary":"智通财经APP讯,金蝶国际(00268)发布公告,于2024年8月20日该公司斥资784.36万港元回购135.1万股,回购价格为每股5.75-5.91港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1167066.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0051755006.USD","BK1518","BK1526","BK1589","BK1607","BK1517","IE0034224299.USD","LU0456827905.SGD","BK1109","BK1586","00268"],"gpt_icon":0},{"id":"2460042806","title":"杰富瑞:下调金蝶国际目标价至17.32港元 预期2025年纯利可扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2460042806","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2460042806?lang=zh_cn&edition=full","pubTime":"2024-08-20 14:16","pubTimestamp":1724134610,"startTime":"0","endTime":"0","summary":"杰富瑞的研究报告指,宏观弱势虽然为IT预算构成压力,但也推动了内地大型企业透过数码工具去进行严谨的成本管理,软体即服务企业资源规划不止为客户变得更有效率,同时亦降低了IT成本。该行指,SaaS已占金蝶国际上半年收入的50%,也推动公司的毛利。该行指,金蝶有可能成为中国最大的SaaS企业,在过去三年,金蝶的进展受到了新冠疫情影响,但其在SaaS迁移方面的执行一直完好无缺。该行将目标价由18.19港元降至17.32港元,评级“买入”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"highlight_sina","url":"https://finance.sina.com.cn/stock/bxjj/2024-08-20/doc-inckhmte3606633.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}","selectors":".art_box, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .fl_popup, 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宏观弱势为IT预算构成压力】金十数据8月20日讯,杰富瑞的研究报告指,宏观弱势虽然为IT预算构成压力,但也推动了内地大型企业透过数码工具去进行严谨的成本管理,软体即服务(SaaS)企业资源规划(ERP)不止为客户变得更有效率,同时亦降低了IT成本。该行指,SaaS已占金蝶(00268.HK)上半年收入的50%,也推动公司的毛利。该行表示,公司上半年的毛利率升1.3个百分点至63.2%,而该行料全年毛利率为68.3%,今年会录得轻微亏损8,100万元人民币,2025年则可转盈。该行将目标价由18.19港元降至17.32港元,评级“买入”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082013185995a950e1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:17","pubTimestamp":1724131074,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK1517","00268","BK1518","BK1607","LU0456827905.SGD","BK1109","BK1526","IE0034224299.USD","BK1586","LU0051755006.USD","BK1589"],"gpt_icon":0},{"id":"2460049874","title":"金蝶国际:美银证券调整预测,重申买入 关键短语:金蝶国际 美银证券 预测 买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2460049874","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2460049874?lang=zh_cn&edition=full","pubTime":"2024-08-20 12:51","pubTimestamp":1724129505,"startTime":"0","endTime":"0","summary":"【8 月 20 日,美银证券发布研报称与金蝶国际管理层交流有新发现!】美银证券指出,昨日与金蝶国际公司管理层交流,发现公司增长有韧性,利润率如预期改善,今年上半年订阅服务收入贡献从去年上半年的 46%升至 52%,大型企业客户订单增长较快,有望推动今年下半年至明年上半年收入增长加快。基于金蝶能为大型企业客户提供更多标准化产品,且在大型 ERP 项目更具选择性,预期其毛利率未来几年持续改善,美银证券重申“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408201340549f3c7745&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408201340549f3c7745&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00268","IE0034224299.USD","BK1526","BK1589","LU0051755006.USD","BK1517","BK1518","BK1607","LU0456827905.SGD","BK1586","BK1109"],"gpt_icon":0},{"id":"2460693010","title":"《大行》富瑞降金蝶(00268.HK)目标价至17.32元 宏观弱势为IT预算构成压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2460693010","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2460693010?lang=zh_cn&edition=full","pubTime":"2024-08-20 11:19","pubTimestamp":1724123940,"startTime":"0","endTime":"0","summary":"该行指,金蝶有可能成为中国最大的SaaS企业,在过去三年,金蝶的进展受到了新冠疫情影响,但其在SaaS迁移方面的执行一直完好无缺。该行表示,公司上半年的毛利率升1.3个百分点至63.2%,而该行料全年毛利率为68.3%,今年会录得轻微亏损8,100万元人民币,2025年则可转盈。该行将目标价由18.19元降至17.32元,评级“买入”。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240725151220266_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240725151220266_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1373120/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00268"],"gpt_icon":0},{"id":"2460011390","title":"《大行》大和降金蝶(00268.HK)目标价至6.7元 大企业需求仍具韧性","url":"https://stock-news.laohu8.com/highlight/detail?id=2460011390","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2460011390?lang=zh_cn&edition=full","pubTime":"2024-08-20 10:27","pubTimestamp":1724120820,"startTime":"0","endTime":"0","summary":"大和发表研究报告指,金蝶(00268.HK) 中期业绩表现大致符合市场预期,云服务收入按年增长17.2%,来自大型企业客户的云产品收入及云订阅服务年经常性收入(ARR)增幅均高于小型企业客户。期内云端业务亏损减少,管理层目前预测明年下半年可能会扭亏为盈,符合市场预期。但考虑到云端业务的研发费用预期较高,且股票回购速度较预期慢,该行将明年每股盈利预测下调14%,憧憬大型企业客户需求具韧性可持续推动增长,重申“跑赢大市”评级,目标价则由7.1元下调至6.7元。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-08-19 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190319140557276_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190319140557276_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1373085/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00268"],"gpt_icon":0},{"id":"2460015932","title":"金蝶SaaS订阅规模成国产行业之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2460015932","media":"中金在线","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2460015932?lang=zh_cn&edition=full","pubTime":"2024-08-20 09:53","pubTimestamp":1724118782,"startTime":"0","endTime":"0","summary":"8月15日金蝶国际发布2024年中报显示,截至2024年6月30日止六个月内,金蝶国际录得收入约人民币28.7亿元,同比增长11.9%;毛利率继续改善,从61.9% 上升到63.2%。金蝶的云订阅ARR规模已经成为国内行业中最大的。合同负债,代表着金蝶云订阅服务已收款而仍未履约服务的金额,将转化为未来金蝶可确认的营收,同样是核心的业绩指标之一。金蝶集团董事会主席兼CEO徐少春认为,金蝶和国产SaaS正在步入黄金十年。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082010012595a8cdba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:30","pubTimestamp":1724117407,"startTime":"0","endTime":"0","summary":"8月19日,南向资金减持金蝶国际95.12万股连续3日减持。截止当日收盘,港股通共持有金蝶国际89243.85万股,占流通股24.88%。金蝶国际近5个交易日上涨2.07%,港股通累计减持241.35万股;近20个交易日下跌4.83%,港股通累计增持4057.19万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408200930289f3bc10f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:26","pubTimestamp":1724063167,"startTime":"0","endTime":"0","summary":"8月16日的业绩发布会上,金蝶国际以一份更加扎实的中期财报,向外界展示其多年以来的转型发展成果。行至2024上半年,金蝶国际云服务收入占收入比重已达到83.2%。据金蝶国际预计,公司云服务业务经营利润率于近年下半年将有较好表现。客户越来越多,粮仓越垒越高,金蝶已经做好准备迎接自己的下一个“黄金十年”了。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1166364.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1607","BK1517","BK1518","00268","BK1586","IE0034224299.USD","BK1526","BK1589","BK1109","159831","LU0456827905.SGD","LU0051755006.USD"],"gpt_icon":0},{"id":"2460873083","title":"金蝶国际(00268)2024年中报点评:订阅优先、AI优先,叠加降本增效盈利拐点将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2460873083","media":"国泰君安","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2460873083?lang=zh_cn&edition=full","pubTime":"2024-08-19 17:15","pubTimestamp":1724058951,"startTime":"0","endTime":"0","summary":"维持目标价13.31元,维持“增持”评级。维持预测2024-2026年归母净利润分别为-0.31、1.68、3.86亿元。传统ERP及其他业务收入4.81亿元同比下降8.8%。AI优先,叠加企业自身降本增效,盈利拐点将至。另一方面,公司持续推动AI应用创新,且云服务收入占比持续提高,毛利率有望继续提升。截至2024H1期末员工总数12162较2023年末下降1.5%。公司扭亏步伐有望加速,进而迎来盈利拐点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408191731009f395b40&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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