Investment Rating - The investment rating for the company is "Outperform" (Maintain) [3] Core Views - The company has achieved a net profit increase of 41.9% in the first three quarters of 2024, with revenue reaching 144 million yuan, representing a year-on-year growth of 10.01% [3] - The company maintains a competitive advantage in the asset management sector, supported by a strategic focus on market expansion and product development [4] - The digital asset management market is projected to grow significantly, with an expected compound annual growth rate (CAGR) of 15.22% from 2024 to 2029 [4] Financial Performance Summary - For the first three quarters of 2024, the company reported revenue of 144 million yuan and a net profit of 26.44 million yuan, with gross and net profit margins of 60.99% and 18.31%, respectively [3] - The company forecasts net profits of 66 million yuan, 78 million yuan, and 93 million yuan for 2024, 2025, and 2026, respectively, with corresponding earnings per share (EPS) of 0.72 yuan, 0.85 yuan, and 1.01 yuan [3] - The current price-to-earnings (P/E) ratios are projected at 58.5, 49.5, and 41.4 for the years 2024, 2025, and 2026, respectively [3] Research and Development - The company invested 17.84 million yuan in R&D in the first three quarters of 2024, accounting for 12.35% of its revenue, and holds over 200 software copyrights [5] - The company actively participates in various academic and industry discussions to enhance its expertise in financial management and information technology [5]
国子软件：北交所信息更新：资产管理数字化软件产品化程度提升，Q1-3净利润+41.9%