中信里昂：中国软件国际(00354)料今年AI业务同比增109% 维持“跑赢大市”评级

Group 1 - The core viewpoint of the article is that China Software International (00354) has a positive outlook for its AI business, expecting a year-on-year growth of 109% this year, which will contribute to an improvement in gross margin [1] - The management of China Software International believes that the government's goal is to build smart cities based on the HarmonyOS, and they have already signed a contract with the Xi'an government, with other projects in progress [1] - Citic Lyon maintains a "outperform" rating for China Software International with a target price of HKD 7.5 [1]