万物云(2602.HK):地产关联风险降低 业绩增长保障性较强

光大证券
03 Apr

事件:公司2024 年营收同比+9.2%,核心净利润同比-4.8%,派息率100%。1、3 月31 日,公司发布公告称,上海万科投资(万科企业全资子公司,作为卖方)与万物商企空间科技(万物云全资子公司,作为买方)订立股权转让协议,出售上海祥大55%股权,代价为人民币8.7 亿元。万科企业先前已通过资产抵债的方式向万物云转让45%上海祥大股份(抵偿5.9 亿元应付万物云的到期应收款),上海祥大持有...

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