Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future performance [1][3]. Core Insights - The company achieved revenue of 343 million yuan in H1 2024, a year-on-year increase of 1.59%, with a net profit attributable to shareholders of 65 million yuan, up 1.51% year-on-year [2]. - The company is focusing on strategic clients and expanding its industry layout, successfully entering consulting service supplier lists for central state-owned enterprises [2]. - The company has a solid order backlog of approximately 2.859 billion yuan, indicating a high degree of revenue certainty for future performance [3]. - The engineering management technology services segment saw significant growth, with revenue increasing by 233.26% year-on-year [3]. - The company has implemented an equity incentive plan aimed at achieving revenue growth targets of 9.77%, 8.74%, and 8.93% for 2024-2026 [3]. Financial Performance Summary - Total revenue for 2024 is projected to be 1,036.30 million yuan, with a year-on-year growth rate of 10.44% [1]. - The net profit attributable to shareholders is expected to reach 223.08 million yuan in 2024, reflecting a growth rate of 10.40% [1]. - The earnings per share (EPS) for 2024 is estimated at 2.32 yuan, with a price-to-earnings (P/E) ratio of 8.73 based on the closing price as of August 16, 2024 [1][3].
青矩技术:2024H1业绩符合预期,外延内扩助力发展