Understanding the Market | INSPUR DIGI ENT rises over 10% as policies related to innovation and creation are expected to be implemented quickly, and the company continues to promote the domestic substitution process of ERP

Zhitong
2025.02.10 02:20
portai
I'm PortAI, I can summarize articles.

INSPUR DIGI ENT rose over 10% again, with a cumulative increase of about 45% this year. As of the time of writing, it rose 9.53%, trading at HKD 5.4, with a transaction volume of HKD 30.9401 million. Guojin Securities pointed out that 2025 is the concluding year of the 14th Five-Year Plan, and it is expected that the policies promoting the Xinchuang initiative and supporting fiscal policies will be rapidly implemented. It is anticipated that there will be important signals of order recovery for companies in the Xinchuang industrial chain in the first half of the year. Changjiang Securities stated that Xinchuang is considered a relatively rigid expenditure, highlighting its comparative advantage in growth certainty. The current phase has completed the stage of policy and planning expectations and is about to switch to the order implementation phase. If demand is released as expected, the entire Xinchuang industrial chain is likely to benefit, and the industry as a whole will welcome better investment opportunities. Public information shows that the actual controller of INSPUR DIGI ENT is the State-owned Assets Supervision and Administration Commission of Shandong Province, and its parent company is Inspur Group. Haitong Securities previously indicated that the company has strong competitiveness in the central enterprise, state-owned enterprise, and large enterprise markets. With the rapid development of new technologies such as cloud computing and AI, the company continues to invest in research and innovation, fully upgrading the Haiyue software product system to assist enterprises in digital and intelligent transformation, and continuously promoting the domestic substitution process of management software such as ERP

According to Zhitong Finance APP, INSPUR DIGI ENT (00596) has risen over 10% again, with a cumulative increase of about 45% this year. As of the time of writing, it has risen by 9.53%, priced at HKD 5.4, with a transaction volume of HKD 30.9401 million.

Guojin Securities pointed out that 2025 is the final year of the 14th Five-Year Plan, and it is expected that the policies promoting the Xinchuang initiative and supporting fiscal policies will be implemented rapidly. It is anticipated that important signals of order recovery for companies in the Xinchuang industrial chain will appear in the first half of the year. Changjiang Securities stated that Xinchuang is considered a relatively rigid expenditure, highlighting its comparative advantage in growth certainty. The current phase has completed the stage of policy and planning expectations and is about to switch to the order implementation phase. If demand is released as expected, the entire Xinchuang industrial chain is likely to benefit, and the industry as a whole will welcome better investment opportunities.

Public information shows that the actual controller of INSPUR DIGI ENT is the State-owned Assets Supervision and Administration Commission of Shandong Province, and its parent company is Inspur Group. Haitong Securities previously indicated that the company has strong competitiveness in the central enterprise, state-owned enterprise, and large enterprise markets. With the rapid development of new technologies such as cloud computing and AI, the company continues to invest in research and development innovation, fully upgrading the Haiyue software product system, assisting enterprises in digital and intelligent transformation, and continuously promoting the domestic substitution process of management software such as ERP

Source: Zhitong The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.