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税友股份获开源证券买入评级,财税信息化龙头,B端+G端双轮驱动成长

JRJ Finance ·  Jul 29, 2024 04:26

2024年07月29日,税友股份获开源证券买入评级,近一个月税友股份获得1份研报关注。

开源证券的研报预计,公司为国内财税信息化服务商龙头,有望深度受益深化财税体制改革带来的成长机遇,实现G端+B端双轮驱动成长,同时AI+财税有望打开长期成长空间。B端:向服务型SaaS模式升级,ARPU提升可期。而公司则是税务系统核心供应商,金税四期带来可观增量。并且,公司在财税AI垂直领域构建了庞大财税知识数字化和人工智能体系,具备较高的护城河和技术领先优势,未来成长值得期待。

风险提示:政策落地不及预期;客户预算不及预期;公司研发不及预期风险。

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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