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中软国际现跌超5% 公司下周一将发业绩 机构称虚拟机业务贡献收入仍需时间

Core Viewpoint - China Software International (中软国际) is experiencing a decline of over 5% in its stock price, currently trading at 6.17 HKD, with a trading volume of 280 million HKD. The company is set to hold a board meeting on August 25 to discuss its interim results. [1] Group 1: Company Performance - The company is expected to see a slight improvement in gross margin due to the rapid growth of high-profit businesses, with projected revenue and net profit growth of 10.5% and 10.1% year-on-year for the first half of the year, respectively. [1] - The introduction of Huawei's HarmonyOS personal computers is anticipated to drive the virtual machine business, which is expected to become a key focus for development this year. However, new growth drivers may take time to materialize, and revenue contributions from the virtual machine business are expected to be delayed. [1] Group 2: Analyst Ratings and Forecasts - The brokerage firm, Credit Lyonnais, has downgraded its rating on China Software International from "highly confident outperform" to "outperform," while raising the target price from 6.5 HKD to 7.1 HKD. [1] - The firm anticipates that large-scale procurement orders from the government and state-owned enterprises for Huawei's new PCs will not materialize until the end of this year or next year, leading to a downward revision of the 2025 revenue growth forecast from 10% to 7.6%. [1]