圣贝拉(2508.HK)发盈喜:上半年经调整净利增超54%,维持高增态势

格隆汇
Aug 10
圣贝拉集团(2508.HK)发布正面盈利预告,预计截至2026年6月30日止六个月收入不低于人民币6.08亿元,同比增长不低于35%;经调整净利润不低于人民币6000万元,同比增长不低于54%。 业绩增长核心逻辑清晰:基石业务方面,月子中心经营底盘稳固,品牌溢价与客单价稳步提升;同时护理服务周期不断延伸,产康护理、居家外派服务、健康调理食品等衍生业务强劲增长,推动收入结构持续优化。 增长引擎方面,内生扩张与并购双轮驱动,期内完成收购武汉区域龙头品牌"弗蕾亚",直接承接成熟门店与团队,华中地区直营门店与房间数实现翻倍式增长;AI"贝拉博士"大模型深度融入全场景运营,驱动降本提效,AI智能体收入实现从零到一的突破,开辟全新增长极。 上年同期净利润3.269亿元含一次性公允价值变动收益3.182亿元,系IPO前金融工具所致,上市后不再产生影响。

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