华安证券.pdf

H3_AP202111191529960763_1.pdf
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Summary

北交所助力“专精特新”企业加速上市,信息技术类公司占比27%,仅次于工业类公司。北交所首批上市的81家公司中,14家计算机公司子版块分布以工业软件和AI大数据为主,营收及净利润分布在1-5亿之间,市值及市盈率分布在5-30亿之间,30-50倍PE之间。投资建议关注两条主线:信息化智能化带来的下游需求提升和自主可控背景下带来的国产化需求。

Description

北交所助力“专精特新”企业加速上市,信息技术类公司占比27%,仅次于工业类公司。北交所首批上市的81家公司中,14家计算机公司子版块分布以工业软件和AI大数据为主,营收及净利润分布在1-5亿之间,市值及市盈率分布在5-30亿之间,30-50倍PE之间。投资建议关注两条主线:信息化智能化带来的下游需求提升和自主可控背景下...

Technical Information

  • File Format: PDF
  • File Size: 2.39 MB
  • Pages: 53
  • Language: EN
  • Total Downloads: 2
  • Last Updated: 9 months ago

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