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《藍籌業績》阿裏(09988.HK)首財季非公認會計準則淨利潤按年降30%至302.52億勝預期 阿裏(BABA.US)盤前升半成
阿裏巴巴(09988.HK)公佈截至2022年6月30日止首財季業績,集團收入爲2,055.55億元人民幣(下同),按年保持穩定。 本季度,非公認會計準則淨利潤按年下降30%至302.52億元,非公認會計準則攤薄每股美國存託股收益按年下降29%至11.73元。經調整EBITDA按年下降15%至411.14億元。經調整EBITA按年下降18%至344.19億元。 本網綜合6間券商預測,阿裏首財季非公認會計準則淨利潤料介乎278.43億至316.12億元人民幣,較上財年同期434.41億元人民幣,下跌27.2%至35.9%;中位數288.63億元人民幣,按年跌33.6%。 期內,歸屬於普通股股東的淨利潤爲227.39億元,按年跌50%;攤薄每股收益1.06元。本網綜合4間券商預測,阿裏首財季純利料介乎167.22億至236.71億元人民幣,較上財年同期451.41億元人民幣,跌47.6%至63%;中位數219.46億元人民幣,按年減少51.4%。 截至2022年6月30日止的12個月,有超過1.23億名年度活躍消費者每人在淘寶和天貓上消費超過10,000元;相比於過去12個月,約有98%繼續保持活躍。截至本季度止,集團有2,500萬名88VIP會員,每名會員的年平均消費額爲超過57,000元。 根據股份回購計劃,集團本季度以約35億美元回購約3,860萬股美國存託股(相等於約3.087億股普通股);截至2022年6月30日,集團的股份回購計劃仍有120億美元未使用的額度。2022年6月30日,集團的現金、現金等價物和短期投資金額爲4,531.93億元。 阿裏巴巴集團董事會主席兼首席執行官張勇表示,過去一個季度,集團積極應對宏觀環境的種種變化,通過持續加強爲客戶創造價值的能力,始終聚焦長期戰略。雖然集團業務在4、5月增速相對放緩,但進入6月已經看到向好跡象。基於集團擁有的高質量消費羣體,以及滿足客戶不同需求的多元化業務所呈現出的韌性,集團對未來長期增長充滿信心。 阿裏(BABA.US)盤前現升5.2%,報100.72美元。
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