與中鐵集團合作,盛業資本(6069.HK)利潤有望中短期翻倍
近日,盛業資本(6069.HK)與中鐵資本保理公司簽署戰略合作協議,共同挖掘基建領域千億供應鏈數字金融市場需求。中鐵資本系中國中鐵唯一供應鏈金融平台的運營主體,而中鐵集團作為世界級企業和世界品牌雙五百強,生態內擁有近萬家供應商,每年潛在供應鏈金融需求超過千億。
對盛業來説,與大型央企的合作將實現雙方資源互補,相互賦能,為公司帶來新的利潤增點。按合作資產規模初步估算,此類合作預計每年將為盛業帶動至少20-30%的利潤增長空間。此外,能夠與基建領域的頭部公司建立合作,實際是對盛業科技及金融服務實力的認可,此次合作將起到標杆作用,增強公司品牌勢能,令盛業可以迅速在其他建築央企體系內複製合作,打開加速成長通道。
而盛業一旦進一步植入央企生態,超強的生態粘性和相較其他公司更高的業務門檻,將令其他競爭者難以逾越,使得盛業在行業競爭中處於優勢地位,催化公司加速成長為供應鏈金額科技賽道的巨無霸。若對標聯易融的估值倍數,盛業的市值至少將達到300億港幣,存在3倍的潛在上升空間。
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