明大教主
2022.08.03 15:27

今天 A 股$中国软件.SH 、港股$万国数据-SW.HK 等云计算公司都涨了不少,但唯独有一家公司奇葩了,那就是$南威软件.SH 。

   公司大股东换成了华润数科,开盘至少还高开了 6%,收盘的却相近跌停了。打开财报一看,公司 2020 年以来,营收、净利润、现金流、毛利率每况愈下,但靠了华润这颗大树经营情况马上就会好?这需要时间,从华润实控的其他一些企业的走势我们就可以看出这点。

至于说 to G 的业务,引入个央企的股东,有没有好处?对于南威来说 “数据安全” 更值得信任一些吧,但落到盈利的确定性来说,行业内盈利都是通过招标来实现的,南威未来也未必能讨到太多便宜!

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