英文【高盛】中国软件2025年第一季度业绩回顾；优质新产品推动增长；盈利能力仍是关键关注点

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📄 文件全名: 《英文【高盛】中国软件2025年第一季度业绩回顾；优质新产品推动增长；盈利能力仍是关键关注点-21页.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: coverage was 6% YoY, and avg. net margin was -3% due to weak seasonality of 1Q.
Exhibit 2: Avg. net margin of software names in 1Q25 was at -3%
Glodon 1Q25 revenues were down 5% YoY to Rmb1.2bn, with construction cost
revenues down 5% YoY, and construction management software revenues down 11%
our estimates by 18%/ 16%/ 14% in 2025-27E mainly on lower revenue of construction
🏷️ 核心议题: #AI#软件

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报告摘要

20 May 2025 | 1:59AM HKT China Software: 1Q25 result review; quality new products to drive growth; proﬁtability remains key focus

📋 核心要点(部分)

20 May 2025 | 1:59AM HKT

❓ 常见问题

《英文【高盛】中国软件2025年第一季度业绩回顾；优质新产品推动增长；盈利能力仍是关键关注点》主要包含哪些内容?

20 May 2025 | 1:59AM HKT China Software: 1Q25 result review; quality new products to drive growth; proﬁtability remains key focus核心数据:coverage was 6% YoY, and avg. net margin was -3% due to weak seasonality of 1Q.;Exhibit 2: Avg. net margin of software names in 1Q25 was at -3%;Glodon 1Q25 revenues were down 5% YoY to Rmb1.2bn, with construction cost。

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覆盖 2025 年,全文约 21。

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