智通财经APP获悉,盛业(06069)午后涨超7%,截至发稿,涨4.88%,报13.11港元,成交额1.93亿港元。
消息面上,盛业发布公告,随着全球产业供应链深度调整及数字化浪潮席卷全球贸易,集团在设立新加坡国际总部后,于2025年8月21日,正式启动全球化布局,将打造由人工智能(AI)技术驱动的全新“国际供应链科技平台”,该平台将聚焦服务全球供应链上下游的中小微企业,提供涵盖弹性供应链服务、资金融通、汇率管理、数字化赋能等在内的一站式解决方案,助力其高效拓展全球市场,践行“携手中小微企业重塑世界供应链”的使命愿景,携手开创与全球发展共振的新纪元。
国金证券近日表示,持续看好公司在电商、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,随着高附加值收入占比的不断提升,公司整体费率结构具备进一步优化的空间,有助于提升盈利能力。公司高股息率特质突出,2025年合计派息总额接近人民币9.5亿元,对应2025年预期股息率高达8.6%,为股东提供丰厚回报。我们预计公司2025年全年归母净利润将达5.12亿元,同比增长35%,维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.