【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。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”。

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