賽伯樂國際控股(01020.HK):電子商務業務收入受到疫情等不利影響 整體財務狀況保持穩健
格隆匯12月28日丨賽伯樂國際控股(01020.HK)公佈業務營運的最新情況,線上教育附屬公司業務方面,鑑於新規定及經尋求法律意見後,董事會決議作出適當的業務調整,重新分配該業務分部的資源,以確保符合該等意見項下的新政策及停止京師沃學(北京)教育科技有限公司(“沃學”)就中國義務教育系統中的學科向中國幼兒園至九年級學生提供線上校外培訓服務。而沃學與公司一間於中國從事線上資訊科技教育業務的全資附屬公司湖州公司訂有可變利益實體協議安排。
董事會預期停止沃學現有的線上教育服務將對集團截至2021年12月31日止年度及其後期間的收入產生重大不利影響。預計線上教育分部的商譽可能產生重大減值損失撇銷。同時,隨着社會更加重視下一代的全面發展,集團洞察到藝術、體育和編程等學科的課外輔導以及職業教育的機會。於該公佈日期,公司尚未物色任何潛在項目,但將繼續尋找該等商機。
電子商務附屬公司業務方面,由於不同國家的航班持續停運及健康預防措施缺乏等,以及2021年Covid-19疫情期間,客户對購買全新智能手機的偏好比二手翻新機等的偏好發生變化、集裝箱安排成本更高以及海外客户交付的當地物流安排意外持續短缺等多種原因,集團電子商務業務的收入亦受到不利影響。
上述意外情況以及Covid-19的蔓延仍在繼續影響全球經濟活動,併為集團帶來更高的不確定性下行風險。根據截至2021年9月止過往九個月的管理賬目,預計集團的整體收入較去年下降約55%。集團截至2021年12月31日止年度的年度業績預期將於2022年3月發佈。
儘管有上述情況,董事會認為集團的整體財務狀況保持穩健,且董事會將繼續調整其業務策略,以提高上述分部業務的銷售並降低成本,並尋求商業機會以拓寬集團收入來源及提升對股東的價值。董事會對集團的長期前景仍持審慎樂觀態度。
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