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中國有贊(08083.HK)一季度SaaS及延伸服務收益增長78.3% GMV1大增119%
格隆匯 05-11 19:28

格隆匯5月11日丨中國有贊(08083.HK)公告,截至2020年3月31日止3個月,公司取得收益約人民幣3.73億元,同比增長48.9%。其中,SaaS及延伸服務收益約人民幣2.65億元,同比增長78.3%,交易費收益約人民幣9784.8萬元,同比增長25.7%。

期間集團取得毛利約人民幣2.15億元,同比增長77.1%。其中,SaaS及延伸服務錄得毛利約人民幣2.07億元,同比增長94.6%,交易費毛利約人民幣334.4萬元(上年同期:毛虧約人民幣185.7萬元(經重列))。

期間集團毛利率由去年同期48.4%上升至本年同期57.6%。其中,SaaS及延伸服務毛利率由去年同期71.6%上升至本年同期78.2%,交易費毛利率由去年同期-2.4%上升至本年同期3.4%。

公司稱,爆發新型冠狀病毒疫情以來,商家更加重視線上經營能力以及私域流量運營的價值。很多商家,尤其是線下門店商家,使用有讚的產品和服務快速搭建線上商城,開始線上經營。通過使用有贊提供的電商解決方案以及銷售員等功能插件,很多商家的線上銷售額迅速攀升,彌補了門店歇業的損失,避免了庫存積壓,同時也保證了疫情期間有穩定的現金流。

截止到2020年3月31日,集團的存量付費商家數量為91,209家,較2019年3月31日的存量付費商家數61,686增長48%。2020年第一季度新增付費商家數量為13,987家,較2019年同期的新增付費商家數7,604增長84%。第一季度,商家通過由有贊提供的SaaS產品產生的GMV1達到人民幣208億元,同比大幅提升119%。

公司表示,公司堅信面對廣闊的市場空間,商家對於數字化經營的需求越來越高、越來越迫切。通過公司的電商SaaS產品,商家可以建立在線銷售的能力,擴大生意規模;通過公司的門店SaaS產品,商家可以將線上線下的生意打通管理,提升經營效率。服務更多商家,為商家更多更深的經營場景提供一體化的解決方案,是有贊努力的方向。

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