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郭思治: 寶尊電商-SW(09991.HK)逆市而動 創新不止
香港股票分析師協會副主席郭思治稱,寶尊電商-SW(09991.HK)是一家為品牌企業和零售商提供包括營銷服務,IT服務,客戶服務以及物流服務等的電子商務服務商。自2007年成立以來,一直佔據行業龍頭位置。集團在2022年第二季度實現總淨營收約21億元人民幣(下同),其中服務收入佔14億元,按年上升7.2%;交易總額(GMV)約為231億元,按年增加46.8%。受累於上半年中國多個城市遭受疫情衝擊,整個電商行業都面臨前所未有之巨大挑戰,惟集團順應逆市,不懈創新,仍保持「有質素」的增長勢頭。二季度適逢中國知名618購物節,當月受利好消息刺激,寶尊電商股價漲幅位於板塊之首,超逾30%。 面對疫情影響及行業發展阻滯,寶尊電商積極調整戰略以應對逆市。集團的全渠道解決方案通過技術賦能,並助力品牌構建全方位數字化能力。此外,在客戶服務方面為品牌客戶提供不斷升級的數字化合作內容,數字化升級經銷商網絡以及更廣泛整合新興渠道等,不斷增加客戶粘性與吸引力,藉助寶尊電商的平台實現客戶品牌的價值最大化。今年上半年,寶尊電商不斷升級品牌管理內容,賦能品牌實現了約8,000萬GMV,按年增長超過50%。 此外,作為電商服務行業的引領者,寶尊電商積極踐行社會責任,於今年二季度相繼發佈公司第二份ESG報告和碳中和白皮書,承諾2030年碳排放較2021年下降50%,並在2050年實現全面碳中和。 留意到寶尊電商申請自願轉換為雙重主要上市公告。2022年陸續有阿里-SW(09988.HK)、嗶哩嗶哩-SW(09626.HK)申請主動將第二上市轉換為雙重主要上市,為了規避外部上市地位不確定性風險,中概股雙重主要上市方式或將成為主流。寶尊電商申請於香港的主要上市,彰顯其作為行業龍頭企業的擔當和行動力,未來也將有機會被納入港股通,或帶來更多資金流入。總體來說,集團對未來發展戰略明確亦篤定,後市可繼續看好。 (筆者為證監會持牌人)~
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