盛業資本(6069.HK)逆勢收漲8%以上 獲貝萊德連續五季度增持 港股通持倉比例節節攀升
格隆匯APP獲悉,7月19日,盛業資本(6069.HK)逆勢大漲,最高一度觸及10.2%,收漲8.35%,報收9.73港元/股,再創新高;其三天平均交易額亦大幅上升至約5000萬港元,量價齊升之勢頭強勁。

據公開資料顯示,自去年二季度以來公司連續5個季度獲國際知名老牌投資機構貝萊德(BlackRock)增持,目前持股比例已接近1%。除貝萊德(BlackRock)、知名基金紐伯格伯曼(Neuberger Berman)、新加坡主權基金淡馬錫旗下蘭亭資本、美國泰山投資等國際知名機構投資人之外,盛業資本的股東目前還包括中國太平、華夏基金、泰康資產等國內著名投資機構。
與此同時,據格隆匯APP統計顯示,今年初以來,盛業資本持續獲南下資金加倉,港股通持倉比例節節攀升。

今年3月,李克強總理在兩會中首提創新供應鏈金融服務模式,並強調進一步解決小微企業融資難題。其後銀保監會及中國人民銀行亦不斷出台政策法規,鼓勵金融機構充分運用科技手段、推動普惠金融切實落地。政策風向對於服務於B端的供應鏈金融科技平台屬明顯重大利好。
在利用金融科技助力中小微企業融資、實踐普惠金融之外,盛業資本更於6月初公佈,基於“雙驅動+大平台”的戰略,計劃通過戰略投資及研發投入,進一步加強公司的平台科技能力,並結合產業物聯網和數字科技,打造一個智能化的供應鏈綜合服務平台。目前公司已研發並對外輸出成熟的供應鏈智能解決方案產品,主要包括智慧工地及建築信息化解決方案、以及醫藥SPD智能供應鏈綜合服務。
而伴隨着盛業資本近期密集佈局產業SaaS和物聯網領域,加速在新基建、大醫療、新能源等國家戰略性行業打造智能化供應鏈綜合服務平台的動作,其上升通道亦獲開啟:其股價自6月以來亦步步攀升,目前市值已經超過10億美金;交易量亦穩定上揚,截至7月19日之3天平均交易額已上升至約5000萬港元。以上種種跡象可能顯示出,伴隨供應鏈金融及供應鏈產業科技賽道的市場關注度逐步提升和政策利好,盛業資本的價值以及未來增長潛能正不斷得到市場認可。
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