《大行》里昂:金蝶(00268.HK)上半年收入符合預期 惟淨虧損比預期大
里昂發表報告指出,金蝶國際(00268.HK)公布2025年上半年業績,收入按年增長11.2%至31.92億元人民幣,基本符合市場共識。金蝶首次披露2025年上半年雲訂閱收入為16.84億元人民幣,按年增長22.1%。年度經常性收入達37.30億元人民幣,按年增長18.5%,環比增長8.7%。2025年上半年淨虧損按年收窄55.1%至9,800萬元人民幣,遜市場共識預期的淨虧損7,300萬元人民幣。
里昂表示,金蝶國際2025年上半年毛利按年增15.4%至20.95億元人民幣,毛利率從2024年上半年的63.2%上升240個基點至2025年上半年的65.6%,符合市場共識預期的65.2%。
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