首程控股(0697.HK):三季度財報亮眼,百億機器人基金助力投資生態多元化
11月1日,首程控股(0697.HK)公佈了三季度財報。前三季度首程控股實現收入9.35億港元,同比增長42%;毛利4.29億港元,同比增長49%。除持續深耕停車、園區管理和REITs等主營業務外,首程控股在股權投資領域也不斷加固護城河。今年年初,目標規模100億元的北京機器人產業發展投資基金落地,首程資本作為該產業基金的管理人之一,已完成首批項目出資,涵蓋具身智能、腦機接口、仿生機器人、醫療機器人等多個細分領域,投資標的涵蓋人形機器人企業松延動力、量子精密傳感準獨角獸未磁科技、智能冷鏈物流機器人領軍企業粵十機器人等多家優質企業。在8月的2024世界機器人大會上,這些被投企業悉數亮相,展示了最新科技成果。首程控股通過這一基金,不僅為機器人產業注入資本活力,還建立了多元化的投資佈局,進一步夯實了其行業領先地位,打造未來增長的“新引擎”。長期以來,首程控股就已經通過旗下首程資本,在科技創新、機器人、新材料、新能源汽車等多個高新技術領域進行投資。今年10月,首程控股旗下首程資本所投企業地平線在港交所成功上市,並創下年內港股最大的科技IPO項目的記錄,再次印證了首程控股在前沿科技領域的精準眼光和退出策略。此前投資的理想汽車項目,首程控股在2020年理想汽車上市時保守估計實現了數倍收益,成為行業經典投資案例。未來,首程控股在百億機器人基金的加持下,投資組合將更加多元化。隨着所投企業在資本市場上的表現愈加亮眼,這些潛力股有望成為下一個理想汽車,為首程控股帶來豐厚的股權回報,進一步釋放收入和利潤增長空間。
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