异动解读 | 盛业半年净利大增28.7%,股价盘中大涨5.2%

异动解读
Aug 15, 2025

盛业控股集团有限公司(06069.HK)今日盘中大涨5.2%,引起市场广泛关注。这一涨幅与公司刚刚公布的亮眼中期业绩密切相关。

根据盛业发布的2025年上半年业绩报告,公司股东应占溢利达2亿元人民币,同比增长28.66%。每股基本盈利为20分人民币。尽管主营业务收入及收益为4.05亿元人民币,同比下降7.1%,但公司净利润仍实现大幅增长,显示出良好的盈利能力和成本控制。

值得注意的是,盛业正持续深化轻资产战略,强化科技平台能力建设。公司引导更多中小微企业客户的供应链资金周转需求通过平台链接的外部资金合作方予以满足,这导致数字金融解决方案收入及供应链资产再融资所确认的收益持续减少。然而,这一影响已部分被平台化战略带动的平台科技服务收入的显著增长所抵销。截至2025年6月底,公司平台累计客户已超过19,100家,按年增加逾14%,其中中小微客户占比超过97%。资金合作方也增加31%,达到181家。这些数据表明,盛业的平台化战略正在取得积极成效,为公司未来的持续增长奠定了基础。

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