金融科技并购
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陆家嘴财经早餐2026年1月28日星期三
Wind万得· 2026-01-27 23:00
3、 国家疾控局介绍,此次印度尼帕病毒病疫情对我国产生的影响相对较小,我国尚未发现尼帕病毒病病例。 目前各省疾控中心已具备尼帕病毒实验室检 测能力,能够及时进行尼帕病毒检测和确认。中国科学院武汉病毒研究所发现,口服核苷类药物VV116对尼帕病毒具有显著的抗病毒活性,为这一高致死 性新发传染病的防治带来新希望。 1、 英国首相斯塔默将于1月28日至31日对中国进行正式访问。这是英国首相时隔8年再次访华。 访问期间,习近平主席将同斯塔默会见,李强总理将同他 会谈,就双边关系和共同关心的问题深入交换意见。商务部拟与英方签署贸易投资合作方面成果文件。 2、 美国总统特朗普称美元表现很好,并不担心美元下跌;可以让美元像一个yo-yo(悠悠球)一样波动; 并不认为美元下跌太多;美元正在回归其自身 应有的水平,这是合理的;日本一直都想让货币贬值。受此消息影响,美元指数一度跌超1%报95.7905,创近四年以来新低。 3、 全球芯片领域掀新一轮涨价潮。 消息称,三星电子、SK海力士已经完成与苹果谈判,大幅上调iPhone所用LPDDR内存的价格, 三星报价涨幅超过 80%,SK海力士则接近100%。 国内方面,中微半导宣布调 ...
凌志软件(688588):筹划并购凯美瑞德,拓展国内金融科技版图
SINOLINK SECURITIES· 2025-11-11 08:50
Investment Rating - The report maintains a "Buy" rating for the company, expecting significant growth in the upcoming years [3][11]. Core Insights - The company plans to acquire 100% equity of Kaimiride (Suzhou) Information Technology Co., Ltd. through a share issuance and cash payment, with a share price set at 15.31 RMB per share. The specific transaction price and the ratio of shares to cash payment are yet to be determined [2]. - Kaimiride is recognized as one of the few financial technology companies in the domestic capital market with "independent controllability + overseas compatibility" capabilities. Its core product, VIVA, is an integrated management software platform that covers the entire process of fund management in the financial market [2]. - Successful completion of the acquisition could allow the company to integrate its overseas project management experience with Kaimiride's localized service capabilities, strategically entering the domestic banking market and reducing reliance on the Japanese market [2]. Financial Projections - The company’s projected revenues for 2025 to 2027 are 1.1114 billion, 1.170 billion, and 1.264 billion RMB, with growth rates of 0.0%, 5.0%, and 8.0% respectively. The net profit attributable to the parent company is expected to be 166 million, 176 million, and 191 million RMB, with growth rates of 33.7%, 5.8%, and 8.9% respectively [3][8]. - The projected P/E ratios for the same period are 42.8, 40.4, and 37.2 [3]. Company Overview - The company’s revenue for 2023 is reported at 696 million RMB, with a growth rate of 6.4%. The net profit for the same year is 87 million RMB, reflecting a decline of 38.72% [8]. - The diluted earnings per share for 2025 is projected to be 0.415 RMB, with a return on equity (ROE) of 12.42% [8].