2021年中期經調整利潤增長350%以上,兑吧(1753.HK)發佈盈喜預吿
8月9日,兑吧集團(01753.HK)發佈2021年中報正面盈利預吿,預期截止至2021年6月30日止6個月的經調整利潤較2020年同期增長不低於350%。按照公司歷史財報推測,2021年中報利潤和調整後淨利潤的主要差異在於員工股權激勵產生的股份支付計提,因此調整後淨利潤可能更真實反映公司盈利能力。
公吿顯示此增長原因得益於:1、互動式廣吿業務大幅度增長,廣吿投放效率的提升;2、SaaS業務中銀行等金融類客户合作深化,付費產品更加多元,客單價和客户數量增長明顯。
今年兑吧用户運營SaaS業務的第一季度新簽約(含續約)合約數量為207份(2020年同期為156份),其中64份為與銀行類客户所籤合約。期內,新籤合約(含續約)總額為人民幣(下同)2960萬元(2020年同期為1890萬元),其中與銀行類客户所籤合約總額為1140萬元。期內新籤合約(含續約)中最高的客單價為120萬元。
結合最新盈利預吿,兑吧深耕金融類客户的戰略方向得到了業績驗證,銀行類客户的SaaS服務商招標門檻較高,要求主要有:成立年限,註冊資金,同類型客户合作金額,軟件著作權等,尤其是同類型客户合作金額這一評價權重非常高,兑吧在此垂直行業優勢明顯。
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