东软集团：营收稳健增长，战略变革成效显现

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its stock performance in the coming months [8]. Core Insights - The company has demonstrated steady revenue growth, with a significant increase in net profit driven by strategic transformations and a solid position in the healthcare information and intelligent driving sectors [6][8]. - The company is focusing on the intelligentization of solutions and the monetization of data, which is expected to enhance its competitive edge and profitability [6][8]. Financial Summary - Revenue for 2023 is reported at 10,544 million, with projections of 12,139 million for 2024, reflecting a year-on-year growth of 11.4% and 15.1% respectively [3]. - The net profit attributable to shareholders is expected to rise from 74 million in 2023 to 216 million in 2024, marking a substantial growth of 121.6% [3]. - The gross margin is projected to remain stable around 24%, with a gradual increase in return on equity (ROE) from 0.8% in 2023 to 4.6% by 2026 [3][10]. - Earnings per share (EPS) are forecasted to grow from 0.06 in 2023 to 0.38 in 2026, indicating a strong upward trend in profitability [3][10].