港股异动 | 连连数字(02598)涨超7% 公司主要服务跨境电商卖家 布局稳定币有望打开支付业务增长空间

智通财经
Jul 28

智通财经APP获悉,连连数字(02598)盘中涨超7%,截至发稿,涨7.2%,报13.36港元,成交额8479.45万港元。

光大证券发布研报称,在人民币跨境清算、多币种结算等业务层级中,第三方支付机构已深度嵌入支付全链路服务生态,发挥着重要作用。预计稳定币将驱动人民币跨境支付基础设施全球扩展、以及应用场景多元化,则第三方支付公司营收增长空间可期。国证国际认为,连连数字主要服务跨境电商卖家,帮助其高效将境外各电商平台销售收款并汇回境内,看好公司未来份额提升潜力,主要考虑全球牌照网络布局、服务商户规模均在第一梯队,且具备一定的品牌心智和用户粘性。

国金证券指出,在连连数字的牌照资源、科技投入、广泛的合作网络等核心优势驱动下,预计25-27年公司全球支付、境内支付、增值服务业务的同比增速分别为30%/25%/20%、30%/25%/20%、15%/10%/10%。此外,附属公司DFX Labs已获得虚拟资产交易平台牌照,附属公司连连国际与入选首批沙盒测试的圆币科技开展合作,布局稳定币领域有望为公司打开支付业务的长期想象空间。

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