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东方财富证券-财富趋势(688318)深度研究:证券IT领跑者,信创+国密+AI打开全新成长空间-230613

产品知名度高的知名老牌证券软件供应商。核心品牌“通达信”产品市场占有率高,覆盖国内90%以上的券商。同时,证券行情及交易软件客户粘性高,可为公司带来稳定的软件销售及软件维护服务收入。 证券市场规模提升带来广阔证券IT需求。公司业务有望享受行业需求快速增长红利。全面注册制改革和证券公司数量增加激发金融 IT产品和服务增量需求,预计将为证券IT市场带来5-10亿元新增市场空间。投资者规模扩大和对投资工

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