Investment Rating - The report assigns a "Buy" rating for the company, indicating a strong potential for growth compared to the market index [2]. Core Insights - The company achieved a revenue of 352 million yuan in the first half of 2024, representing a year-on-year growth of 22.41%. The net profit attributable to the parent company was 103 million yuan, up 40.68% year-on-year [2]. - In Q2 2024, the company reported a revenue of 186 million yuan, a year-on-year increase of 18.76%, with a net profit of 48 million yuan, growing 19.45% year-on-year [2]. - The gross margin improved to 97.16% in the first half of 2024, an increase of 1.41 percentage points year-on-year, while the overall expense ratio decreased by 2.93 percentage points to 74.71% [2]. - The company is focused on continuous product iteration and market expansion, particularly in the financial sector, enhancing its competitive edge and market influence [1]. Financial Summary - For 2024, the company is projected to achieve a revenue of 937 million yuan, with a year-on-year growth of 18.0%. The net profit is expected to reach 355 million yuan, reflecting a growth of 19.8% [3]. - The gross margin is forecasted to remain stable at 95.8% for 2024, with a slight increase to 95.9% in 2025 and 2026 [3]. - The earnings per share (EPS) is projected to be 4.67 yuan in 2024, increasing to 6.81 yuan by 2026 [3].
达梦数据：业绩稳步增长，产品持续迭代