浪潮数字企业(00596.HK):携手达索推出INSUITE BY DELMIAWORKS 打造端到端工业软件

Group 1 - The core viewpoint of the articles highlights the collaboration between the company and Dassault Systèmes to launch "inSuite by DELMIAWorks," aimed at accelerating the digital transformation of the manufacturing industry [1][2] - The company maintains an "outperform" rating, projecting net profits of 553 million, 703 million, and 892 million yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 0.48, 0.61, and 0.77 yuan [1] - The target price for the company is set at 13.03 HKD for 2025, based on a dynamic PE of 25 times [1] Group 2 - The "inSuite by DELMIAWorks" integrates various manufacturing processes, enhancing collaboration and efficiency in discrete manufacturing, addressing challenges such as data silos and business coordination [2] - The solution's four core capabilities—R&D and production collaboration, flexible production control, financial and operational integration, and standardized integration—enable companies to respond flexibly to market demands [2] - The policy environment is favorable for smart manufacturing, with the Ministry of Industry and Information Technology aiming for 50% of enterprises to reach a maturity level of two or above by 2027, creating significant opportunities for integrated industrial software [2]