萬物雲2024年循環型業務增長15.5% 全年股息率9.3%
3月25日,萬物雲(02602.HK)公佈2024年度業績:營業收入362.2億元,同比增長9.2%,核心淨利潤22.3億元,全年實現經營性淨現金流19.2億元,擁有現金及現金等價物134.3億元。核心業務增長強勁,業績達成預期指引。
儘管開發商增值服務業務下滑,但公司的循環型業務穩健增長,形成了有效彌補。包括住宅物業服務、物業及設施管理服務、BPaaS解決方案在內的主營循環型業務收入達307.9億元,同比增長15.5%,佔總收入比提升至85%,帶來毛利37.4億元,同比增長10%,增長3.4億元。
因房地產開發市場下行,公司的開發商關聯業務進一步壓降,至佔比9.5%,對毛利影響-3.1億元。
董事會建議以核心淨利潤的100%爲派付股息總額,向股東派付全年股息每股人民幣1.9元(含稅)。以2024年末收盤價計算,全年股息率約9.3%。
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