港股異動丨盛業升超5%,預計上半年淨利增約20%,平台科技服務收入佔比突破50%
昨晚發盈喜的盛業(6069.HK)今日盤初拉昇升超5%,報12.76港元。消息面上,盛業昨晚發佈2025年中期業績盈喜,預計2025年上半年實現淨利潤同比增長約20%。公吿顯示,淨利潤預期大幅增長,主要得益於:平台規模穩健增長——截至2025年6月30日,盛業平台累計幫助客户解決的資金週轉超2770億元,同比增長超29%,累計服務客户數量超19100家,同比增長超14%;平台科技服務收入佔比突破50%——不僅比原計劃提前半年達成業務增長指引目標,且預計將助力2025年全年收益實現顯著增長。首次實現AI應用商業化——依託AI技術為客户提供增值服務,其中通過AI Agent協助客户獲取訂單,首次實現AI找訂單收入超40萬元;電商板塊成為新增長引擎——截至2025年6月30日,盛業累計電商資金撮合規模超28億元,較去年同期增長接近8倍;AI應用促進人效提升;截至2025年6月30日,盛業人均幫助客户解決的資金週轉增長約27%;佈局機器人新賽道——已與斯坦德等全球領先的工業智能機器人企業達成戰略合作;同時,將持續加大研發投入和人才培養,目前已取得國家發明專利及計算機軟件著作權近90項,涵蓋雲計算、大數據、人工智能等領域的創新應用。截至目前,盛業已連續11年保持盈利,並連續7年實施高分紅政策,同時承諾2025-2026年度派息率不低於90%。在此基礎上,疊加特別股息派發,2025年派息總額將接近9.5億元。按照盈喜公吿日收盤價計算,股息率超過8.5%。

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