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首长国际(00697.HK)中期纯利增长38.7%至3.03亿港元分配中期股息2亿港元
格隆汇 08-23 22:34

格隆汇8月23日丨首长国际(00697.HK)公布,截至2019年6月30日止6个月,公司营业额达2.98亿港元,中期股东应占溢利为3.03亿港元,同比增长38.7%;每股盈利1.18港仙,中期股息合共港币2亿元,相当于每股0.73港仙。

2019年是该集团聚焦停车资产经营管理业务与以城市更新为方向的私募基金管理业务的第二年,在团队的努力下,公司的主营业务盈利能力显著提升。本期股东应占溢利港币3.03亿元,较去年同期增长38.7%。随着该集团经营管理车位数量快速增长,停车业务收入规模迅速扩张。同时在上半年度,该集团新增基金管理规模已超百亿元人民币,基金管理规模的迅速扩大使基金管理业务上半年度业绩呈现爆发式增长。

期间毛利率大幅提升,从去年同期的6.3%上升到本期的31.9%。毛利率提升主要是因为主营业务结构发生变化,私募基金管理业务和停车资产管理运营业务占比大幅提升,而两项业务毛利率均高于铁矿石贸易业务,故集团的毛利率亦大幅改善。

2019年上半年,以城市更新为方向的私募基金管理业务呈现爆发式增长,新增基金管理规模为人民币139亿元。基金管理规模的大幅提升,带来了可观的管理费收入,仅2019年上半年,该业务板块录得营业额港币0.84亿元,实现净溢利港币1.32亿元。年内新设基金的收入贡献,还将在下半年度进一步释放。

于2019年6月30日,该集团共管理或负责投资运作的基金24只,累计目标认缴规模约达人民币404亿元。现所管理基金的投资人包括全国社会保障基金理事会、中国农业银行、招商银行、中国人寿等大型金融机构和北京市、成都市、河北省、吉林省、四川省、黑龙江省等多个省市政府的基金投资机构。随着管理基金数目及规模的稳步增长,该集团预期来自提供私募基金管理服务的管理费收入及投资收益于可见将来,将有可持续及高速的增长。随着团队对于所管理基金的底层资产的精心打磨,更多的投资人愿意投资认购该集团所管理的基金,特别是在2019年上半年,集团成功引入社保基金会作为单一出资金额最大的有限合伙人,设立规模60亿人民币的基金。

公告称,该集团于2019年5月成功中标南京市秦淮区公共停车场特许经营权项目,该项目为本集团继2018年开发唐山地区停车业务后的又一城市级停车项目。是次中标有利于发挥集团在停车领域的规模、技术优势,为地区提供完整的停车业务解决方案。

此外,该集团还在北京、上海、重庆等大中型城市签约项目数十个,极大地拓展了项目布局,提升了项目存量,已累计获取车位数超过五万个。因包含部分在建项目,收入规模尚未能在上半年完全释放。即便如此,2019年上半年,该板块业务录得营业额约港币0.69亿,同比增长123.7%。

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