SHOUCHENG(00697)

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首程控股公布中期业绩 公司拥有人应占溢利约3.39亿港元 同比上升约30%
Zhi Tong Cai Jing· 2025-09-01 02:00
同时,该集团在运营科技方面持续投入、积极推动数智化运营升级。2025年上半年,集团正式上线基于 DeepSeek V3和阿里通义千问模型构建的AI智慧客服与问答功能,依托微信小程序平台,能够智能回应 停车计费、发票开具、月租办理等高频需求,人工客服工作量降低超50%,显著提升管理效率,为客户 及合作方提供更高效、智慧的服务体验。 首程控股(00697)公布2025年中期业绩,收入约为港币7.31亿元,较去年同期上涨约为36%。毛利约为港 币2.95亿元,较去年同期增长约为26%。公司拥有人应占溢利约为港币3.39亿元,同比上升约30%。每 股基本和稀释盈利为4.77港仙,中期股息每股3.43港仙。 其中,得益于西安咸阳国际机场T5航站楼停车场项目等新增项目的高效运营,及北京首都国际机场项 目等存量项目的运营提效,集团资产营运收入约为港币5.11亿元,较2024年同期上涨约为26%。资产融 通收入约为港币2.20亿元,较2024年同期上涨约为69%。 在产业创新方面,该集团前瞻性布局机器人产业,已通过北京机器人产业发展投资基金及旗下产业基 金,投资宇树科技、银河通用、星海图、松延动力等多家头部企业,并设立北京首 ...
港股异动 | 首程控股(00697)绩后涨超4% 中期公司拥有人应占溢利同比上升约30% 积极推动数智化运营升级
Zhi Tong Cai Jing· 2025-09-01 01:58
Group 1 - The core viewpoint of the news is that Shoucheng Holdings (00697) experienced a stock price increase of over 4% following the announcement of its mid-term results, which showed significant growth in revenue and profit [1] - For the first half of 2025, the company reported revenue of approximately HKD 731 million, a year-on-year increase of about 36% [1] - The gross profit was approximately HKD 295 million, reflecting a year-on-year growth of about 26% [1] - The profit attributable to the company's owners was approximately HKD 339 million, representing a year-on-year increase of about 30% [1] - The basic and diluted earnings per share were 4.77 HKD cents, with an interim dividend of 3.43 HKD cents per share [1] Group 2 - The company's asset operation revenue was approximately HKD 511 million, a year-on-year increase of about 26%, driven by efficient operations of new projects such as the Xi'an Xianyang International Airport T5 terminal parking lot [1] - The asset financing revenue was approximately HKD 220 million, showing a significant year-on-year increase of about 69% [1] - The company is actively investing in operational technology and promoting digital transformation, having launched an AI smart customer service and Q&A function based on DeepSeek V3 and Alibaba's Tongyi Qianwen model [2] - This AI system, integrated with a WeChat mini-program, has reduced the workload of human customer service by over 50%, significantly enhancing management efficiency and providing a smarter service experience for customers and partners [2]
业绩爆发+材料利好齐发,首程控股36%高增,机器人生态全链条成型
Ge Long Hui· 2025-09-01 01:03
财务方面,首程控股现金储备充裕,有息负债率低至7.9%,资金实力雄厚,为后续拓展提供坚实支 撑。公司还宣布派发特别中期股息,预计全年派息额达11.59亿港元,股息率近8%,展现出对股东回报 的高度重视。 分析认为,首程控股正从传统基建资产运营者转型为科技驱动的新基础设施平台。其以停车与REITs业 务为稳定现金流基础,以构建机器人生态全产业链为新的增长引擎,致力于在机器人产业链上游以先进 材料公司为抓手,通过投资、并购、孵化的形式,参与推进以PEEK材料、腱绳材料等为主的人形机器 人核心原材料技术研发与投资;中游通过首程控股旗下相关产业基金,投资布局了以宇树科技、银河通 用、北京人形机器人创新中心、松延动力等为代表的数十家国内头部机器人企业;下游以首程机器人科 技产业公司为抓手,在机器人应用与场景落地方面集中发力。例如,近期官宣与阿尔特汽车合作进入产 线,与万勋科技共建成都ICD自动充电站,北京大学首钢医院引入术锐手术机器人。此外,公司在冰丝 带外场开设的"首程机器人科技体验店"日均流水超3万元,并计划在国庆十一期间,于北京融石广场开 设首家"机器人4S店"。 从"材料—整机—应用",首程已经形成闭环,是真正 ...
首程控股中期公司拥有人应占溢利同比上升约30%
Zheng Quan Shi Bao Wang· 2025-08-31 23:56
首程控股(00697.HK)公布2025年中期业绩,收入、毛利及公司拥有人应占溢利均实现显著增长,分别为 7.31亿港元(+36%)、2.95亿港元(+26%)和3.39亿港元(+30%)。每股盈利4.77港仙,中期股息3.43港仙。 增长主要得益于机场停车场等新增项目和首都机场等存量项目的运营提效,其中资产营运收入达5.11亿 港元(+26%),资产融通收入达2.20亿港元(+69%)。 展望未来,公司将聚焦核心区域、产业和资产的投资,深化机器人产业布局,构建完整的机器人产业生 态,以提升数智化管理水平并为股东创造长期回报。 公司在运营科技方面持续投入,上线AI智慧客服与问答功能,显著降低人工客服工作量。在产业创新 方面,通过投资头部企业和设立机器人科技公司,积极布局机器人产业,并推动资产数智化升级。 ...
业绩增长迅猛,第二增长曲线全面放量!首程控股(0697.HK)演绎"戴维斯双击"
Ge Long Hui· 2025-08-31 12:35
Core Viewpoint - The recent interim results of Shoucheng Holdings have demonstrated strong resilience in its core business, achieving significant breakthroughs in revenue and net profit, laying a solid foundation for future growth [1][2]. Financial Performance - Shoucheng Holdings reported a total revenue of approximately HKD 731 million for the first half of the year, representing a year-on-year growth of 36%. The asset operation business generated HKD 511 million, up 26%, while the asset financing business saw a substantial increase of 69% to HKD 220 million [5]. - The company's net profit attributable to shareholders reached HKD 339 million, a 30% increase year-on-year, with adjusted EBITDA growing by 22% to HKD 587 million [5]. Market Position and Strategy - The company has established a comprehensive national network in the parking asset management sector, achieving full coverage of major transportation hubs across the country, which enhances its brand influence and market position [6]. - Shoucheng Holdings is actively transitioning its traditional parking business towards an integrated service model that includes charging facilities, aligning with the growing trend of electric vehicles [6]. - The company has launched an AI customer service system that has reduced the workload of human staff by over 50%, indicating a significant transformation in operational efficiency [7]. Investment and Growth Potential - The asset financing segment has shown remarkable growth, with a 69% increase, highlighting the company's strong capabilities in capital operations [8]. - Shoucheng Holdings has established a 10 billion RMB stabilization fund in partnership with China Life, further solidifying its market position in the REITs sector [8]. - The company has made significant investments in the robotics sector, including companies like Yushutech and others, which are expected to drive future growth and innovation [9][10]. Financial Health and Dividends - Shoucheng Holdings has a total asset value of HKD 14.35 billion, with a low debt ratio of only 7.9%, indicating strong financial stability [14]. - The company has a cash reserve exceeding HKD 8 billion, providing a solid buffer for future opportunities and risks [14]. - The company plans to distribute a special interim dividend of HKD 1.159 billion for the fiscal year 2025, reflecting its commitment to shareholder returns [17]. Conclusion - Shoucheng Holdings is transitioning from a traditional infrastructure service provider to a new infrastructure platform embracing the smart economy, supported by a robust financial structure and strategic investments in high-growth sectors like robotics [20][21].
首程控股(00697.HK)上半年营收净利双增长:资产规模与运营效率稳步增长,加速机器人产业布局打造第二增长曲线
Ge Long Hui· 2025-08-31 11:04
格隆汇8月31日丨首程控股(00697.HK)公布中期业绩,2025年上半年,集团收入约为7.31亿港元,较去 年同期上涨约为36%;集团毛利约为2.95亿港元,较去年同期增长约为26%。集团录得公司拥有人应占 溢利约为3.39亿港元,较去年同期集团的公司拥有人应占溢利约2.61亿港元上升约30%,每股基本和稀 释盈利为4.77港仙,董事会宣派截至2025年6月30日止六个月的中期股息合共2.71亿港元。 2025年上半年,集团录得收入约为7.31亿港元,较2024年同期增长约36%。其中,得益于西安咸阳国际 机场项目等新增项目的高效运营,及北京首都国际机场项目等存量项目的运营提效,集团资产营运收入 约为5.11亿港元,较2024年同期上涨约为26%。资产融通收入约为2.20亿港元,较2024年同期上涨约为 26%。资产融通收入约为2.20亿港元,较2024年同期上涨约为69%。2025年上半年整体毛利约为2.95亿 港元,较2024年同期上涨约为26%。 董事会于2025年3月26日宣派特别股息合共7.68亿港元,包括第一期特别股息2.56亿港元已于2025年4月 14日派发。第二期特别股息2.56亿港元将 ...
首程控股(00697.HK)设立先进材料产业公司 构建以人形机器人为代表的全产业链机器人生态
Ge Long Hui· 2025-08-31 10:52
Core Viewpoint - The establishment of the Advanced Materials Industry Company by Shou Cheng Holdings aims to enhance the company's position in the robotics industry by focusing on upstream key materials essential for robotics development [1] Group 1: Company Strategy - The new company will focus on investing and incubating advanced materials required for the robotics industry, including electronic skin materials, tendon materials, and lightweight PEEK materials [1] - This initiative is part of the company's strategic layout to address key segments in the upstream of the robotics industry chain, thereby filling gaps in the supply chain [1] - The establishment of the Advanced Materials Industry Company is expected to significantly enhance the company's ability to integrate the entire industry chain and improve the performance and competitiveness of existing robotics projects [1] Group 2: Industry Impact - The company aims to create a comprehensive ecosystem for humanoid robots, positioning itself as a leading specialized financial service provider in the robotics industry ecosystem [1] - The focus on advanced materials is seen as a critical opportunity in the ongoing industrialization process of robotics, which is expected to drive long-term value creation for shareholders [1]
首程控股中期业绩飙升!股息率近8%,新设立材料公司,机器人全链条布局亮相
Ge Long Hui· 2025-08-31 10:48
Group 1: Financial Performance - The company reported a total revenue of HKD 731 million for the first half of 2025, representing a year-on-year growth of 36% [1] - The net profit attributable to shareholders reached HKD 339 million, with a year-on-year increase of 30% [1] - The asset operation business generated revenue of HKD 511 million, up 26% year-on-year, while the asset financing business saw a significant increase of 69%, reaching HKD 220 million [1] Group 2: Dividend and Share Buyback - The company maintained a high dividend tradition, with total dividends amounting to HKD 1.159 billion for the year, resulting in a dividend yield of nearly 8% [1] - Over 40 million shares have been repurchased, showcasing the company's commitment to returning value to shareholders [1] Group 3: Asset Operation and Financing - The company achieved nationwide coverage of its transportation hub parking network, with the launch of the Xi'an Xianyang T5 terminal project featuring 5,200 parking spaces [1] - An intelligent customer service system was implemented, reducing the workload of human customer service by over 50% [1] - The company successfully exited some investments and participated in multiple strategic placements through a dual-driven approach of robots and REITs [1] Group 4: Robotics Sector Development - The robotics segment is accelerating, with investments in over ten leading companies, promoting large-scale applications in automotive production lines, automatic charging, and medical surgeries [2] - A strategic cooperation agreement was signed with Alter Automotive to deeply apply robotic technology in intelligent manufacturing and new energy vehicle production lines [2] - The company achieved significant recognition at the World Humanoid Robot Sports Competition, winning 37 medals, becoming the largest behind-the-scenes winner [2] Group 5: New Initiatives in Robotics - A robot experience store was established outside the "Ice Ribbon" venue, generating an average daily revenue of over 30,000 yuan, indicating strong market enthusiasm for robotic applications [2] - The company announced the establishment of a "Robotics Advanced Materials Industry Company" through its wholly-owned subsidiary, focusing on key upstream areas such as electronic skin and lightweight PEEK materials [2] - This initiative aims to build a complete ecosystem represented by humanoid robots, covering materials, complete machines, and applications, providing performance and cost advantages for industrialization [2]
首程控股设立先进材料产业公司
Zhi Tong Cai Jing· 2025-08-31 10:29
Core Viewpoint - The establishment of Shouwo Investment Holdings' subsidiary, Shoucheng Robot Advanced Materials Industry Co., Ltd., aims to extend the robot industry chain and create a comprehensive ecosystem centered around humanoid robots, positioning itself as a significant player in the robot industry ecosystem [1] Group 1: Strategic Initiatives - The new advanced materials company will focus on investing and incubating key upstream materials required for the robot industry, enhancing the company's capabilities in the robot ecosystem [1] - The initiative is part of the company's strategic layout to address critical upstream segments of the robot industry chain, seizing significant opportunities in the advanced materials sector during the industrialization of robotics [1] Group 2: Focus Areas - The advanced materials company will concentrate on the industrialization of core advanced materials such as electronic skin materials, tendon materials, and lightweight PEEK materials, which will significantly enhance the company's integration capabilities across the entire industry chain [1] - This move is expected to improve the performance and competitiveness of existing robot projects, ultimately creating long-term value returns for all shareholders [1]
首程控股(00697)将于11月17日派发中期股息每股0.0343港元
Zhi Tong Cai Jing· 2025-08-31 10:28
智通财经APP讯,首程控股(00697)发布公告,该公司将于2025年11月17日派发中期股息每股0.0343港 元。 (原标题:首程控股(00697)将于11月17日派发中期股息每股0.0343港元) ...