海昌海洋公園(02255.HK)公佈中期業績 收入增長約6.8% 未來所有新項目皆為OAAS模式下輕資產合作項目
格隆匯8月30日丨海昌海洋公園(02255.HK)發佈公吿,2024年上半年,得益於鄭州海昌海洋公園開始運營,集團收入由截至2023年6月30日止六個月的人民幣748.7百萬元增加到期間人民幣799.8百萬元,增長約6.8%。
集團是以海洋主題為基礎的中國領先的綜合性文旅集團。截至2024年6月30日,集團在全國範圍內自持並運營7家以「海昌」為品牌、以海洋文化為主的大型文旅項目。
公司表示,從2022年起,公司引入國際知名IP合作,兩年時間,不僅提升了園內消費,還增加了入園人次,IP業務已成為公司新的收入增長曲線。若干個以北京海昌海洋公園為代表的OAAS模式下新項目會在未來幾年陸續落地,確保公司的收入持續增長,其合作模式是由合作方負責土地獲取及投資建設;由海昌負責運營並實現收入並表。目前,鄭州公園是公司最後一個100%自投自持的重資產項目,未來所有新項目皆為OAAS模式下的輕資產合作項目。
除了新的大型項目之外,公司仍有許多增長空間,包括現有文旅項目的運營優化、加快IP與主題公園的深度融合、IP主題館的商業化機會、地方文旅項目輸出等等。
另外,公司也希望公司能夠更聚焦於運營,公司將對資本化道路進行進一步的探索,進一步改善資本結構。除了未來的項目原則上採用輕資產的開發模式外,公司也會對現有重資產積極尋求創新融資新模式,釋放束縛資金,為集團未來快速增長提供資金的有力支持,同時探索通過海昌運營賦能資產升值的商業模式。
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