Science and Technology Board Subscription Strategy-Longsoft Technology (688078)

Science and Technology Board Subscription Strategy-Longsoft Technology (688078)
This report reads: We recommend that Longsoft refer to the estimated range of 45% -48% quantiles, corresponding to the price of 21.64 yuan-21.76 yuan, it is recommended to buy the first time.Taking into account: (1) Today’s Huatai Gas inquiry today, the inquiry center is expected to drop to around 48th; (2) the computer industry stocks that have recently been listed, such as Puyuan Information and Zhuoyi Information haveBetter performance; (3) Software and Information Technology Services (I65) average static market surplus of 54 in the recent CSI monthly.93 times, Longsoft’s 2019 forecast price-earnings ratio is 27-33 times, which is reasonable.Taking into account the attributes of the computer industry and current market sentiment of Longsoft Technology, it is expected that Longsoft Technology will be in the 45% -48% quantile tomorrow, corresponding to a price of 21.64-21.76 yuan. DragonSoft Technology is a leading domestic integrated solution provider for safety production management informationization in the coal industry. It takes the independent research and development of “Longsoft Professional Geographic Information System” as a progressive development platform, using Internet of Things, big data, cloud computing and other technologiesProvide software R & D and technical 北京夜网 services for coal, oil and gas energy companies and government departments.The company’s main business includes sales of LongRuan GIS software (accounting for 11.17%), professional application software development based on LongRuan GIS (proportion 80).63%), LongRuan GIS-based technical services (proportion 5).04%), system integration (proportion 3).16%) four major categories; from the perspective of downstream applications, the current coal industry’s revenue accounted for 98%.18%, non-coal industry such as oil and gas, government emergency and safety supervision departments, scientific research institutes and other total revenue accounted for 1.82%.Since the establishment of the company, more than 1,400 coal mining units and research institutes have gradually used the company ‘s LongRuan GIS platform and geodetic space management system software products. The existing 86 mining groups and their subsidiaries use LongRuan GIS software products,Among the top 50 enterprises, 41 large coal groups use the company’s products.The company is above the industry leader in the research and development and application of key technologies for coal mine safety production space information processing for intelligent mining of the coal industry. Risk reminders: (1) the current market quotation has entered the game of information effectiveness, and be cautious about the risk of rapid changes in market information leading to quotations being eliminated by high prices; (2) the continuity of the rebound in the opening of the science and technology board market despite its improvementIt remains to be seen that new revenue may be less than expected.