中证智能财讯南天信息（000948）1月29日晚间披露2025年度业绩预告，预计2025年归母净利润3500万元至5200万元，同比下降55.03%-69.73%；扣非净利润 预计2700万元-4000万元，同比下降60.37%-73.25%；基本每股收益0.0893元/股-0.1326元/股。以1月29日收盘价计算，南天信息目前市盈率（TTM）约为 128.21倍-190.49倍，市净率（LF）约2.48倍，市销率（TTM）约0.62倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况 (倍) 700 @600 500 400 300 200 100 42o18 47d5 43억 d 42d4 18-07 30.7 0 2020-12-37 1 2027-12-37 30 `-30 -37 2n- 公司 -{○- 行业均值 公司 -○- 行业均值 制图数据来自恒生聚源数据库 100 ହ 90 80 70 65g96 60 50 40 3745 35x79 30 26.4 25.79 20 10953 10 0 2020-12-37 2021-12-37 -12-37 ...

Core Insights - Nantian Information is a leading provider of digital comprehensive solutions and services for the financial industry, with nearly 40 years of experience in the field of information technology and digitalization [2][3] Company Overview and Performance Review - In 2024, the company achieved a revenue of 9.451 billion yuan, representing a year-on-year growth of 3.43%, while the net profit attributable to shareholders after deducting non-recurring gains and losses was 101 million yuan, up 41.62% year-on-year [2] - For the first half of 2025, the company reported a revenue of 4.580 billion yuan, a year-on-year increase of 16.75%, but incurred a net loss attributable to shareholders of 5.0028 million yuan, primarily due to intensified market competition and a decline in business gross margins [2] Business Development and Profitability Strategy - The company plans to leverage its advantages in financial IT professional services and talent resources, integrating business scenarios with innovative technologies to enhance digital products and solutions for both financial and non-financial clients [3] - To improve profitability, the company will focus on four areas: enhancing R&D and new technology application capabilities, maintaining key clients in the financial sector while exploring new clients in government and power sectors, promoting a self-operated business model, and implementing refined management to boost execution capabilities [3] Core Competitiveness and Collaboration - Nantian Information's core competitiveness lies in its deep understanding of the financial industry's information technology, extensive engineering experience, a solid customer base covering numerous banks and insurance companies, and a commitment to R&D that enhances innovation capabilities across various segments [4] - The company has established partnerships with over 70 partners, including Huawei, completing more than 400 adaptation certifications, and actively participates in the Xinchuang Alliance [4] - In the field of artificial intelligence, the company has launched multiple products and solutions applied in key industries such as finance, energy, and government [4] - The company emphasizes market value management by maintaining smooth communication channels with investors and increasing capital market promotion to enhance company value [4]