异动解读 | 盛业股价盘中大涨5.42%,年度业绩超预期,AI与电商布局获看好

异动解读
19 Mar

盛业(06069)今日盘中大涨5.42%,引发市场关注。该公司近期发布的年度业绩表现亮眼,加上分析师对其未来发展前景持积极态度,推动股价上涨。

根据公司发布的2024年年度业绩报告,盛业实现净利润3.91亿元人民币,同比增长36.9%,超出市场预期。尽管营收同比小幅下降4.6%至9.19亿元,但公司采取的轻资产模式得到进一步验证。值得注意的是,公司宣布派发末期息34.7分,派息率接近90%,同时考虑在2025年内派发特别股息,这些举措有望提升其长期投资吸引力。

中信建投证券指出,盛业在基建、医药、能源三大核心领域持续渗透,资金合作方增至163家,授信额度超366.95亿元。供应链资产余额同比增长55%至280亿元,显示出公司主业经营稳健。此外,盛业近期开始布局跨境电商新赛道,并积极运用AI大模型,这些举措有望为公司构筑多维增长极,提升竞争壁垒。分析师认为,随着平台科技服务收入占比提升,公司估值有望获得充足的向上弹性。

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