港股盛业（06069）今日盘中大涨5.16%，截至15:07，报价为12.51港元，成交额达1.31亿港元，引起市场广泛关注。
盛业近期发布的中期业绩显示，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，收入下降主要源于公司持续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。
分析师持续看好盛业在电商、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，公司高股息率特质突出，2025年预期股息率高达8.6%，为股东提供丰厚回报。国金证券预计公司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。这些积极因素共同推动了盛业股价的显著上涨。
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