港股异动 | 子不语(02420)涨超6% 上半年TikTok渠道收入同比飙升662.1% 业务正式迈入规模化盈利阶段

智通财经
Sep 07

智通财经APP获悉,子不语(02420)涨超6%,截至发稿,涨4.81%,报5.23港元,成交额112.38万港元。

消息面上,近期,子不语公布2026年中期业绩,总收入约28.27亿元,同比上涨44.2%;股东应占净利润约1.38亿元,同比上涨30.0%。每股基本及摊薄盈利约为0.28元。公告称,收入增长主要是由于集团品牌势能持续释放,主要渠道亚马逊平台业务稳健高增,其他渠道如TikTok平台业务实现数倍增长,带动收入大幅上涨。报告期内, TikTok渠道收入同比飙升662.1%至约2.89亿元,收入占比提升至10.2%,业务正式从投入期迈入规模化盈利阶段。

智通财经APP在《从强劲中绩看子不语(02420)增长逻辑之变:TikTok业务同比暴增超6倍,逐渐摆脱单一平台依赖》中指出,透过子不语这份中期成绩单其实可以清晰看到,公司增长动能正在发生结构性变化。最突出的信号来自渠道端——在基本盘亚马逊渠道保持高基数下的稳健增长的同时,非亚马逊收入占比显著提升,TikTok渠道接棒成为新增长极,表明公司全渠道布局的红利正在加速兑现。与此同时,AI全链路赋能的成效也正得到系统性释放。

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