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港股异动 | 金蝶国际(0268.HK)11连涨 再创上市新高
格隆汇 10-14 14:16
格隆汇10月14日丨金蝶国际(0268.HK)涨0.63%,已经连续第11个交易日上涨,目前为连涨日数最长个股,期内累涨约25%,现报24.05港元,高见24.5港元再创上市新高,最新总市值833.5亿港元。富瑞发布最新研报指,金蝶国际早前投得中烟云南的企业资源计划系统(ERP)合同,价值约2530万元。该行认为,此成功投标引证了ERP本地化、云迁移、以及金蝶对投得大型国有企业项目的能力。该行予其“买入”评级,目标价30.06港元。富瑞指,虽然合同中只有约20%为经常性订阅费用,即约500万元,但已比金蝶云苍穹的平均合同价值(ACV)150万元多3倍,预计未来金蝶将获更多国企ERP本地化项目。

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