智通财经APP获悉，盛业(06069)再涨超3%，截至发稿，涨2.59%，报11.88港元，成交额3179.78万港元。
中信建投发布研报称，盛业2024年实现营收9.19亿元，同比-4.63%；归母净利润实现3.80亿元，同比+41.73%超市场预期。公司营收下滑主要受旗下子公司无锡国金出表影响，数字金融解决方案带来的收益同比减少27.82%至5.22亿元。伴随着公司向轻资产模式转型加速，平台科技服务收入实现3.47亿元，同比+103.88%，占主营收入的比例跃升至37.70%(2023年：17.65%)，服务收益率提升至2.1%。公司凭借营收结构优化带动利润高增，轻资产模式得到验证，战略转型成效全面兑现。
该行表示，盛业发布2024年经营业绩，归母净利超预期增长41.73%，公司轻资产模式得到进一步验证。主业经营方面，公司继续保持稳健，在基建、医药、能源三大核心领域持续渗透，资金合作方合作方增至163家，授信额度超366.95亿元；供应链资产余额亦同比增长55%至280亿元。近期公司开始布局跨境电商新赛道，有望为自身构筑多维增长极。该行认为，伴随着平台科技服务收入占比的提升以及AI大模型的运用有望提升公司竞争壁垒，为自身估值提供充足的向上弹性。
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