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新華都(002264.SZ)半年度淨利預增144.70%-239.86% 受益於11家子公司100%股權轉讓事宜

格隆匯7月11日丨新華都(002264.SZ)公佈2022年半年度業績預吿,公司預計實現歸屬於上市公司股東的淨利潤為1.8億元-2.5億元,同比增長144.70%-239.86%;預計實現扣除非經常性損益後的淨利潤為7300萬元–8500萬元,同比增長1.68%-18.40%。

本報吿期預計歸屬於上市公司股東的淨利潤同比增長,主要原因:

一是報吿期內公司完成零售業務板塊11家全資子公司100%股權轉讓事宜,產生投資收益1.25-1.45億元,該收益屬於非經常性損益。

二是公司主業互聯網營銷業務實現歸母淨利潤同比增長:

2022年上半年公司GMV達33.93億元,覆蓋了酒類、水飲、母嬰、家居以及日化等品類,覆蓋了天貓、京東以及其他各平台;公司自有商號“酒連酒”上半年GMV同比增長145%。

報吿期內,公司與瀘州老窖、汾酒、伊利、雲南白藥、郎酒等存量合作品牌延續了合作關係,新簽約了人民小酒、習酒、五糧醇、華妍、養元素芽膳等新品牌,新開拓了古井貢天貓超市、張裕天貓超市、雲南白藥醫療器械、郎聚量京東和天貓專賣店等存量品牌新渠道新品類,整體豐富了公司的品牌矩陣,進一步夯實了公司在酒類優勢賽道的市場地位,初步拓展了大健康賽道。

“618”為上半年重要的電商大促節點,公司積極迎戰,所獲成績奠定了2022年業績基礎。公司運營的多品牌成交金額大幅增長,展現了公司效果營銷及產品運營實力。

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