移卡(09923.HK)2022年到店電商服務GMV同比增長730%
1月15日,據相關媒體報道,抖音生活服務制定2023年GMV的目標為1500億,具體到各條業務線,餐飲承擔了一半的目標,計劃完成750億,到綜計劃完成450億,酒旅計劃完成300億。
就整體GMV而言,這個數字已經超過美團一年到店酒旅交易額的三分之一。另外據抖音內部預計,抖音生活服務GMV天花板是2600-2800億。這個數字從側面反映出本地生活業務市場規模龐大且處於快速增長階段,這對於許多從事本地生活業務的公司來説是利好消息,其中包括香港上市公司移卡(09923.HK)。
到店電商服務是移卡於2020年下半年嘗試的新業務,消費者可通過移卡的App樂商圈,以及微信小程序、微信公眾號、抖音小程序、快手小程序等一系列消費者界面進入移卡的本地生活市場。移卡通過與大型流量平台合作,為用户提供優質的本地生活服務。
根據移卡披露的2022年相關經營數據,"到店電商服務"總商户交易量(GMV)同比增長約730%至近人民幣33億元,存貨單位(SKU)同比增長超過154%至超過40萬個,訂單總數達到近3700萬筆;由於經營效率提高,二零二二年下半年持續收窄虧損,且單月接近盈利。此前移卡曾多次重申到店電商服務2022年全年GMV達到28億元至35億元的指引不變。
中信證券預計,隨着疫情防控政策調整逐步落實,居民線下消費逐步修復,以及公司到店業務人均效能持續提升和模式快速複製到各大渠道,公司經營表現有望穩中有進。該行預測公司2022/23/24年歸母淨利潤2.0 億/4.1億/5.8億元,同比-51.5%/+101.6%/+40.2%,對應2022/23/24年EPS預測為0.46元/0.92元/1.29元。
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