首程控股(00697.HK)中期盈利同比增45% 超出市場預期
格隆匯8月31日丨首程控股(00697.HK)公佈2020年中期業績,集團持續經營業務的收入為2.58億港元,同比上升61%,其中停車業務收入規模實現126%增長。公司擁有人應占溢利(撇除已終止經營業務業績)為4.41億港元,同比上升45%,停車業務實現盈利。來自持續經營業務基本每股盈利(計及股份合併的影響後)為6.60港仙,宣派中期股息每股4.33港仙。
上半年,集團已累計獲得車位數超過十萬個。隨着北京大興機場,北京首都機場項目投入運營,公司收入大幅提升,在大部分該年新增車位尚未投入運營,收入規模尚未完全釋放的情況下,停車板塊已實現收入1.55億港元,較去年同期增長126%。
此外,集團早前在大灣區與國內地產龍頭企業萬科物業合作佈局的新產品線,上半年實現較大幅度投資收益,受惠於此,上半年停車板塊淨利潤2.18億港元,扭虧為盈。EBITDA亦由去年同期的0.25億港元增至3.49億港元,增幅超過1,283%。
2020年上半年,以城市更新為方向的私募基金管理業務仍在穩步增長,基金管理規模與去年同期相比增加人民幣30.09億元。另外,總規模人民幣10億元的南京首鋼建鄴智慧停車投資基金已於2020年7月15日完成簽約。基金管理規模的進一步提升,帶來了可觀的管理費收入。2020年上半年,該營業板塊獲得營業額1.03億港元,實現淨利潤0.77億港元。期內新設基金的收入貢獻,亦將在下半年進一步釋放。
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