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文 | 楊萬里

科技概念股：當(dāng)前仍是市場(chǎng)關(guān)注的主線。

3月11日開盤后，東軟集團(tuán)的股價(jià)呈現(xiàn)低開高走態(tài)勢(shì)。截至上午10點(diǎn)48分，其漲停板已正式打開。截至午間發(fā)文時(shí)，該股漲幅收窄至7.87%，股價(jià)報(bào)收13.57元，總市值為163.3億元。

公告顯示，東軟集團(tuán)擬以3.97億元收購(gòu)思芮科技57%的股權(quán)。值得注意的是，此次收購(gòu)不構(gòu)成關(guān)聯(lián)交易，也不涉及重大資產(chǎn)重組。

信息顯示，思芮科技是一家專注于提供數(shù)字技術(shù)服務(wù)、軟件解決方案以及數(shù)字化運(yùn)營(yíng)服務(wù)的高科技企業(yè)。在多個(gè)高科技、互聯(lián)網(wǎng)及先進(jìn)制造領(lǐng)域，該企業(yè)已展現(xiàn)出前瞻性布局。與字節(jié)跳動(dòng)、京東集團(tuán)、OPPO等行業(yè)龍頭公司均存在業(yè)務(wù)合作。

東軟集團(tuán)認(rèn)為，通過此次收購(gòu)，自身將在數(shù)字服務(wù)產(chǎn)業(yè)持續(xù)拓展業(yè)務(wù)，推動(dòng)業(yè)務(wù)規(guī)模增長(zhǎng)和盈利能力提升。然而，交易也伴隨一定的風(fēng)險(xiǎn)提示，包括商譽(yù)減值風(fēng)險(xiǎn)、審批風(fēng)險(xiǎn)以及經(jīng)營(yíng)風(fēng)險(xiǎn)等。例如，若標(biāo)的公司未來經(jīng)營(yíng)狀況不佳，可能對(duì)商譽(yù)價(jià)值造成不利影響。

據(jù)悉，國(guó)內(nèi)科技巨頭正正式組建屬于自己的"醫(yī)療衛(wèi)生軍團(tuán)"，重點(diǎn)構(gòu)建AI輔助診斷解決方案體系。這一消息的發(fā)酵，使得相關(guān)AI醫(yī)療概念股出現(xiàn)一定上漲。

在上證e互動(dòng)平臺(tái)上，東軟集團(tuán)工作人員曾介紹，"東軟在'AI+'領(lǐng)域的探索具有持續(xù)深入的實(shí)踐應(yīng)用，已在智慧城市、醫(yī)療健康、智能汽車互聯(lián)及企業(yè)數(shù)字化轉(zhuǎn)型等多個(gè)領(lǐng)域有所布局與實(shí)踐。"

東軟集團(tuán)目前的業(yè)務(wù)布局如何？業(yè)績(jī)表現(xiàn)如何？

東軟集團(tuán)的業(yè)務(wù)主要集中在哪些領(lǐng)域？業(yè)績(jī)情況如何？

According to reports, Esoft Group, China's first software company to go public, has demonstrated significant achievements in its software development and system integration. In the first half of 2024, the company's autonomous software, products, and services accounted for 88.20% of its revenue, while system integration contributed 9.63%.

Looking at historical financial data, Esoft Group's revenue increased from 77.52 billion yuan in 2015 to 105.4 billion yuan by 2023. However, in 2022, the company reported a net loss for its standalone operations.

Notably, Esoft Group experienced operating losses after adjusting for non-operating items in the years 2019, 2020, 2022, and 2023. These losses highlight the company's operational challenges during those periods.

In the first nine months of 2024, Esoft Group reported revenue of 68.91 billion yuan, representing a 10.03% year-over-year increase. Its net income attributable to shareholders was 1.524 billion yuan, growing by 13.06%, while adjusted net income reached 954.2 million yuan, up by 85.09%. The company attributed the adjusted net income growth to increased revenue.

In its 2024上半年報(bào), Esoft Group revealed that it had successfully implemented its major strategic initiatives, including the launch of intelligent solution strategies, and had achieved positive results. The company also emphasized its focus on core business functions, leveraging advancements in big data, artificial intelligence, cloud computing, blockchain, and the Internet of Things to drive innovation and explore new business models.

We will continue to monitor Esoft Group's future performance closely.