盛業(6069.HK)國慶假期累升20%,金融科技股全面暴升
盛業(6069.HK)昨日收升7.86%報7.41港元,為連續第5日上升,國慶假期期間4個交易日累升20%,股價創2022年1月以來新高。據悉,盛業是港股第一家上市的供應鏈金融科技平台,相關領域的業務規模位居首國內第一。公司已連續十年實現盈利,今年3月公佈的 2023 年年度派息方案顯示,其股息率約為6.48%。評論分析表示,盛業的業務模式不是銷售SaaS軟件和硬件,而是通過科技鏈接產業端數據,幫助供應鏈上的中小微供應商企業獲得普惠金融服務,並從中賺取平台科技服務費。盛業目前持有商業保理牌照,鑑於監管機構原則上不再新設此類牌照,預計行業將通過優勝劣汰實現穩健發展,牌照價值將大幅提升。考慮到國慶假期期間美股市場的中概股與港股市場的互金和Fintech概念股暴升的行情來看,盛業的股價仍有補升的空間。
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