方正证券此前指，即使在经济弱复苏周期，虽然大部分企业都在控制数字化预算，但营销和销售具备开源属性，企业对开源增效的投入仍然保持强劲。因此营销和销售SaaS业务具备逆周期特性，有望在当前复杂的经济环境中实现增长。此外，受益于国产替代趋势和信创资质的竞争优势，公司在替换市场中拥有巨大的发展空间，未来成长性值得关注。Megafit (02556) rose more than 5%, reaching a high of 126 Hong Kong dollars, hitting a new high since its listing. As of the time of publication, it is up by 5.28%, at 125.7 Hong Kong dollars, with a turnover of 29.789 million Hong Kong dollars.
According to the Wise Finance APP, Megafit (02556) rose more than 5%, reaching a high of 126 Hong Kong dollars, hitting a new high since its listing. As of the time of publication, it is up by 5.28%, at 125.7 Hong Kong dollars, with a turnover of 29.789 million Hong Kong dollars.
It is reported that Megafit is the largest marketing and sales software as a service (saas) solution provider in China, with a market share of 3.0% in 2023. In the first half of this year, the company achieved revenue of 0.739 billion yuan, a year-on-year growth of 26.7%, with SaaS revenue of 0.4 billion yuan, a year-on-year growth of 30.4%, mainly benefiting from the company's continuous focus on core business areas. Minsheng Securities believes that with the continuous release of top-level policies, the macro economy is expected to continue to recover, and SaaS companies are expected to see a turnaround in performance and a rebound in valuation levels through the Davis Double Play.
Founder Securities previously pointed out that even during an economic weak recovery cycle, although most enterprises are controlling digital budget, marketing and sales have open source attributes, and enterprises' investment in open source efficiency enhancement remains strong. Therefore, marketing and sales SaaS business have counter-cyclical characteristics and are expected to achieve growth in the current complex economic environment. In addition, benefiting from the trend of domestic substitution and the competitive advantage of intellectual property qualifications, the company has huge development space in the replacement market, and its future growth potential is worth paying attention to.
