智通财经APP获悉,盛业(06069)尾盘涨超5%,截至发稿,涨4.2%,报14.38港元,成交额2.34亿港元。
消息面上,盛业发布业绩盈喜,预计上半年净利润较2024年同期增加约20%,预期增加主要归因于平台规模稳健增长;平台科技服务收入占比提升,收入占比已突破50%;首次实现AI应用商业化,实现AI找订单收入超40万元;AI应用促进人效提升及布局机器人新赛道等。
天风证券研报指出,考虑到公司重点围绕电商、AI应用、机器人等创新领域的撮合服务,同时承诺2025–2026年度派息率不低于90%。叠加特别股息后,2025年合计派息总额将接近9.5亿元,未来公司业绩有望继续快速增长。给予盛业目标股价为21港元,维持“买入”评级。
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