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圓通國際快遞(06123.HK)盈警:預計上半年淨虧損約5600萬港元-6500萬港元

格隆匯8月11日丨圓通國際快遞(06123.HK)公佈,與2024年同期相比,預期集團於2025年上半年將錄得淨虧損增加。集團預期於報告期將錄得淨虧損介乎約5600萬港元至6500萬港元(截至2024年6月30日止六個月:4290萬港元)。

淨虧損增加的主要原因包括(i)由於上半年美國關稅政策波動等不確定性因素影響,貨運市場整體收入及毛利下降;(ii)爲集中資源發展核心業務,集團戰略性地縮減了部分低毛利率且回款週期較長的業務,整體收入及毛利減少;及(iii)爲深化推進國際化發展戰略,構建全球快遞樞紐設施和運營網絡,實現「中國聯世界,世界聯世界」,打造安全、暢通、便捷、高效、可持續、自主、可控的物流供應鏈體系,並推進人工智能等前沿技術應用,全方位提升核心競爭力,報告期內集團持續加大國際化人才的引進與培養,針對重點區域和國家、關鍵市場等構建物流樞紐,增強對物流核心基礎設施和資源的掌控力,並全面推動數字化向智能化轉型升級,強化技術創新驅動,持續增加科技研發投入。儘管面臨階段性虧損,集團仍堅持長期發展戰略,在重點區域的基礎設施建設和核心能力打造方面取得了積極進展。這些戰略性投入預計將爲集團未來的可持續發展奠定堅實基礎。

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