Inspur Digital Enterprise (00596) rose more than 12% in the afternoon. As of press release, it rose 12.24% to HK$2.66, with a turnover of HK$22.418,900.
The Zhitong Finance App learned that Inspur Digital Enterprise (00596) rose more than 12% in the afternoon. As of press release, it had risen 12.24% to HK$2.66, with a turnover of HK$22.418,900.
Guojin Securities pointed out that although domestic ERP and other products have a high market share, manufacturers such as SAP and Oracle still occupy a large share in the high-end field. In recent years, the trend of credit innovation by central government enterprises has been evident, and we expect the proportion of localized management systems to continue to increase. Inspur Digital Enterprise is the top 3 domestic ERP circuit, an undervalued flexible target in the context of domestic substitution, and has a deep state-owned background and the endorsement of Inspur Group.
Open Source Securities also pointed out that as a state-owned ERP manufacturer, the actual controller of the company's controlling shareholder, Inspur Group, is the Shandong State-owned Assets Administration Commission. It owns four companies, Inspur Information, Inspur Software, Inspur International, and Huaguang Optoelectronics. It has strong comprehensive strength, and the company is expected to continue to benefit from domestic replacement. Considering that the company relies on the shareholder background of the Shandong Provincial State-owned Assets Administration Commission and that Inspur Group's resource advantages are expected to continue to benefit from domestic replacement opportunities, the smooth progress of cloud transformation is expected to release profits in the future.