异动解读 | 连连数字盘中大涨5.55%,年报亮眼业绩及国内市场扩张战略提振投资者信心

异动解读
21 Mar

今日盘中,跨境支付服务提供商连连数字(02598.HK)股价大涨5.55%,引发市场广泛关注。这一显著涨幅背后,是公司近期发布的强劲年度业绩报告以及战略调整计划。

根据连连数字发布的2024年财报,公司数字支付业务总支付额(TPV)达到3.30万亿元,同比增长64.7%;营业收入13.15亿元,同比增长27.9%。更值得注意的是,公司经调整年内损益从上年的亏损4.03亿元大幅改善至盈利7,870万元,实现扭亏为盈。这一亮眼的业绩表现无疑增强了投资者对公司未来发展前景的信心。

除了优异的财务表现,连连数字还公布了其战略调整计划。尽管公司已拥有65张境外支付牌照,但其CEO辛洁在年报业绩会上明确表示要大力扩张国内市场。辛洁解释,虽然国内对公客群前期毛利较低,但长期来看,这些客户在数字化转型等增值服务方面蕴藏巨大潜力。此外,公司近期与美国运通完成的股权交易不仅为连连数字带来了充足资金支持,还有望推动美国运通全球资源更好地进入中国市场。这些战略举措均被市场视为公司未来增长的积极信号,进一步推动了股价上涨。

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