淨利潤激增超80%!首程控股(0697.HK)業務強勁超預期!
首程控股發佈截至2025年3月31日止一季度業績。公吿顯示,報吿期內公司錄得收入約3.52億港元;擁有人應占溢利約2.13億港元,較去年同期激增80.5%,遠超市場預期。這一亮眼增長不僅得益於資產運營效率的持續提升,更源自期內完成的優質股權投資帶來的可觀收益。核心業務領域,在“資產運營+數智化”戰略的引導下,首程控股一季度在管資產規模和運營效率獲得顯著提升。其中,西安咸陽國際機場T5航站樓停車樓項目於報吿期內正式投入運營,該項目作為西部交通樞紐標杆,以5200個車位承載日均12.8萬人次流量,鞏固了公司在交通樞紐領域的領先地位。科技創新層面,搭載DeepSeek AI的速驛客V3系統全面升級,構建智慧停車數字化護城河,實現運營效率與資產增值的良性循環。與此同時,公司的機器人生態佈局開始釋放協同效應,形成“資本+場景+供應鏈”的創新模式。報吿期內,首程控股通過北京機器人基金完成對圖湃醫療、雲鯨等創新企業的戰略投資,不僅獲取了技術前沿的佈局優勢,更藉助自建的產業運營平台實現商業閉環。此外,公司資產全週期管理能力持續深化。一季度,公司與中國人壽聯合設立的52.37億規模平準基礎設施基金,通過戰略配售REITs份額構建起“募投管退”完整閉環。這種輕重資產結合的運營模式,既保障了當期收益的爆發力,又為長期價值增長蓄積了勢能。當前業績的強勁表現,印證了首程控股從傳統資產運營商向科技賦能的產業生態構建者的成功轉型。通過業務的多維聯動,公司正構建起跨領域的協同增長飛輪。隨着數智化升級的持續深化和戰略投資的逐步兑現,這種複合型增長模式有望持續釋放更大的價值創造潛力。
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