中蒙跨境業務量增長迅速,嘉友國際(603871.SH)半年度扣非淨利潤預增58.33%到79.05%
格隆匯7月9日丨嘉友國際(603871.SH)公佈,預計2023年半年度實現歸屬於母公司所有者的淨利潤4.54億元到5.13億元,與上年同期相比,將增加1.61億元到2.20億元,同比增長55%到75%。
預計2023年半年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤4.48億元到5.06億元,與上年同期相比,將增加1.65億元到2.24億元,同比增長58.33%到79.05%。
公司始終貫徹以陸運鎖定國家和地區的物流設施為核心競爭力,拓展全球範圍的綜合物流服務的戰略目標,深化業務模式,整合資源,開疆拓土,在公司持續發展的態勢下鞏固並升級中蒙、中非、中亞及中南美區域市場的競爭優勢。
(一)中蒙跨境業務量增長迅速。首先,中蒙貿易量的提升為公司業務帶來了良好的發展環境,2023年一季度,中蒙雙邊貿易額同比增長121.5%;其次,公司深入理解蒙古資源領域客户需求,持續深化中蒙跨境綜合物流的物貿一體化模式,形成了較強的核心競爭優勢,公司中蒙跨境綜合物流業務總貨量比去年同期增長160.70%,整體高於行業平均增量。
(二)以剛果(金)、贊比亞為核心的陸鎖國物流模式的複製取得實際成效,公司在非洲的業務正逐步形成新的規模。公司在非洲佈局的跨境物流基礎設施項目符合預期,為公司帶來新的業績增長點。
(三)中亞市場逐步恢復。
(四)以上海港為核心的國際業務網絡不斷增強,國際多式聯運業務持續增長。
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