异动解读 | 盛业股价盘中大涨5.16%,平台化转型成效显著

异动解读
Aug 19

港股盛业(06069.HK)今日盘中大涨5.16%,引起市场广泛关注。截至盘中,该股报价12.51港元,成交额达1.31亿港元。

盛业近期公布的中期业绩显示,尽管上半年主营业务收入及收益同比下降7.1%至4.05亿元,但归母净利润同比增长28.7%至2.00亿元。国金证券分析指出,收入下降主要是由于公司深化轻资产战略转型,导致自有资金投放相关的利息收入减少。然而,这一影响已部分被公司成功推进的平台化战略所抵消。

分析师看好盛业在电商、AI及机器人等创新业务领域的战略布局,预期这些业务将持续驱动供应链科技平台规模扩张。同时,高附加值收入占比提升有望进一步优化公司费率结构,提升盈利能力。值得注意的是,盛业的高股息率特质突出,2025年预期股息率高达8.6%,为投资者提供了可观回报。国金证券预计盛业2025年全年归母净利润将达5.12亿元,同比增长35%,并维持"买入"评级。

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