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伟仕佳杰(00856) - 自愿公告 - 业务更新
2025-07-14 04:27
股東及潛在投資者於買賣本公司股份時務請審慎行事。 自願公告 有關合作洽談 本公告由偉仕佳杰控股有限公司(「本公司」)自願作出。本公司日前已 開始進行合作洽談,以探索穩定幣支付及結算的解決方案。 該合作討論 主要聚焦本公司在東南亞地區的ICT產品分銷、供應鏈服務及數位生態業 務,著力聚焦穩定幣實體應用場景的支付技術創新,探索以合規穩定幣作 為支付工具,提升跨境貿易結算效率,優化供應鏈資金流動性,降低匯率 波動風險與跨境交易成本,賦能東南亞地區合作夥伴數位化轉型。 本次合作討論不涉及任何加密貨幣投機行為。該討論處於初步階段,且尚 未達成任何具法律約束力的協定。本公司將遵從聯交所證券上市規則於必 要時刊發進一步公告。 香港交易及結算所有限公司及香港聯合交易所有限公司(「聯交所」)對本公佈的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示概不就因本公佈全部或任何部分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 承董事會命 偉仕佳杰控股有限公司 公司秘書 林從帥 香港,二零二五年七月十四日 於本公佈日期,董事會由執行董事李佳林先生、王偉炘先生、李玥先生、陳海洲先生及顧三軍 先生;非執行董事張 ...
伟仕佳杰(00856.HK)7月11日收盘上涨10.16%,成交2.43亿港元
Jin Rong Jie· 2025-07-11 08:33
Group 1 - The core viewpoint of the news highlights the strong performance of Weishi Jiajie (00856.HK) in the Hong Kong stock market, with a significant increase in stock price and trading volume [1] - As of July 11, the Hang Seng Index rose by 0.46%, while Weishi Jiajie saw a stock price increase of 10.16%, with a trading volume of 29.95 million shares and a turnover of 243 million HKD [1] - Over the past month, Weishi Jiajie has achieved a cumulative increase of 16.26%, and a year-to-date increase of 51.71%, outperforming the Hang Seng Index by 19.78% [1] Group 2 - Financial data shows that Weishi Jiajie achieved total revenue of 82.497 billion HKD for the year ending December 31, 2024, representing a year-on-year growth of 20.56% [1] - The net profit attributable to shareholders was 974 million HKD, with a year-on-year increase of 14.09%, and a gross profit margin of 4.41% [1] - The company has a debt-to-asset ratio of 76.89% [1] Group 3 - Weishi Jiajie has been recognized as a leading technology product channel developer and technical solution integrator in the Asia-Pacific region, with a service network covering nine countries [2] - The company has established partnerships with over 300 Fortune 500 technology companies, including Huawei, Alibaba, and Microsoft, and operates in twelve major fields including cloud computing, AI, and cybersecurity [2] - Weishi Jiajie has maintained an average annual growth rate of 26% over the past 21 years, ranking first in the industry [2]
伟仕佳杰(00856.HK)深度报告:全栈分销稳基本盘,云智+出海蓄势新增长极
Ge Long Hui· 2025-07-11 01:41
Core Viewpoint - Zhejiang Merchants Bank initiates coverage on Weishi Jiajie (00856.HK) with a "Buy" rating and a target price of HKD 9.9 [1] Business Overview - The company's main revenue sources are its enterprise systems and consumer electronics businesses, providing stable cash flow. It is a leading IT distributor in the Asia-Pacific region, focusing on IT equipment distribution and solution integration across four core areas: hardware, software, application software, and information security. The consumer electronics segment covers a wide range of products, including computers, mobile phones, drones, smartwatches, and VR devices. The overall revenue is projected to reach HKD 89 billion in 2024, with industry-leading revenue scale and profitability [2] Innovation and Growth - The company is leveraging cloud distribution and its own cloud brand, Jiajie Cloud Star, to capitalize on growth opportunities in the cloud computing market. It has established deep partnerships with major cloud providers like Alibaba Cloud and Huawei Cloud to offer comprehensive cloud services. Additionally, the company is proactively developing capabilities in AI, including computing resource scheduling and large model services, managing around 40 next-generation national intelligent computing centers across the country [3] Market Expansion - The company holds a leading position in the Southeast Asian IT distribution market, with revenue from this region expected to account for 34% of total revenue in 2024. As the company deepens its market penetration in Southeast Asia, this region is anticipated to become a key driver of overall revenue growth [4] Financial Forecast and Valuation - Revenue projections for the company from 2025 to 2027 are HKD 102.37 billion, HKD 116.94 billion, and HKD 132.27 billion, respectively. Net profit attributable to shareholders is expected to be HKD 1.18 billion, HKD 1.41 billion, and HKD 1.60 billion for the same period. A relative valuation method is used, with a target market value of HKD 15.6 billion and a target price of HKD 9.9, applying a 13x PE ratio for 2025. The initial coverage is rated as "Buy" [5]
伟仕佳杰(00856.HK):IT分销领军企业受益于AI、信创迎快速发展期
Ge Long Hui· 2025-06-29 02:06
Group 1 - The core viewpoint of the articles highlights the rapid growth of the IT distribution industry driven by advancements in AI and the Xinchuang industry, which is expected to benefit the company's revenue and net profit growth [1][2] - The company has established deep partnerships in the IT distribution sector, leveraging its advantages in customer and channel relationships to expand its business [1] - The domestic and international IT distribution markets are experiencing differentiated development, with domestic distributors focusing on marketing management and technical services to compete with international giants [1] Group 2 - The Southeast Asian IT distribution market is projected to grow significantly, with an expected increase from $78.067 billion in 2024 to $120.667 billion by 2029, reflecting a CAGR of 9.10% [2] - The company's revenue in Southeast Asia is anticipated to grow from HKD 14.608 billion in 2020 to HKD 30.652 billion by 2024, indicating a CAGR of 20.36% [2] - The company is expected to achieve substantial revenue growth, with projected revenues of HKD 100.737 billion, HKD 114.255 billion, and HKD 129.962 billion for 2025-2027, representing year-on-year growth rates of 13.08%, 13.42%, and 13.75% respectively [3]
伟仕佳杰(00856) - 授出购股权
2025-06-23 11:14
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責,對其準 確性或完整性亦不發表任何聲明,並明確表示概不會因本公佈全部或任何部分內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 於開曼群島註冊成立之有限公司 ) * 授出購股權 本公佈乃根據香港聯合交易所有限公司(「聯交所」)證券上市規則(「上市規則」)第 17.06A條, 17.06B條及17.06C條而作出。 偉仕佳杰控股有限公司(「本公司」)董事會(「董事會」)宣佈,於二零二五年六月二 十三日,本公司根據於二零一五年六月二十三日採納之購股權計劃,向員工參與者,涵蓋 全體董事(「承授人」)合共授出29,400,000份購股權(「購股權」),承授人接受後可 據此認購本公司股本中每股面值0.10港元之普通股(「股份」)。授出購股權詳情如下: 授出日期: 二零二五年六月二十三日(「授出日期」) 授出購股權之行使價: 每股7.29港元(「行使價」),為(i)聯交所在2025年6 月23日(即授出日期)發佈的每日報價表所載的每股收 市價7.25港元;(ii) 聯交所在授出日期前五個交易日發 佈的每日報價表所載的每股平均收市價7.29港元 ...
国泰海通证券首次覆盖伟仕佳杰(00856.HK):受益AI浪潮,承接东南亚算力出海
Ge Long Hui· 2025-06-20 01:01
Core Viewpoint - The company, 伟仕佳杰, is positioned as a leading technology service platform in the ICT industry within the Asia-Pacific region, benefiting from the AI wave and the digital transformation of enterprises, with a recovery in demand and emerging growth in Southeast Asia's computing power export [1]. Investment Highlights - The company is initiating coverage with a "Buy" rating, projecting revenues of HKD 1030.30 million, HKD 1183.70 million, and HKD 1365.14 million for 2025-2027, reflecting year-on-year growth of +15.7%, +14.9%, and +15.3% respectively, with EPS of HKD 0.86, HKD 1.08, and HKD 1.43 [2]. Company Overview - 伟仕佳杰 is a significant technology product channel developer and technical solution integrator in the Asia-Pacific region, with a service network covering the Belt and Road Initiative, serving 1.9 billion people through 50,000 channel partners. The company collaborates with over 300 Fortune 500 technology firms, including Huawei, Alibaba, and Microsoft, across twelve key areas such as cloud computing, AI, data storage, and cybersecurity. The financial data indicates a CAGR of 7.7% in revenue and 9.9% in net profit from 2015 to 2024, with a 16-17% year-on-year revenue growth and a 28-29% increase in net profit attributable to shareholders in Q1 2025 [3]. Logical Framework - The traditional business is benefiting from the AI wave, with the company’s AI computing power management platform and other systems upgraded to adapt to DeepSeek's full series of large models. The company employs a dual-driven strategy of "full-stack services + ecological collaboration" to create a comprehensive cloud service system [4]. - The company has established a strong presence in the Southeast Asian market through a localized operational model, maintaining stable core management and long-term strategic partnerships with upstream and downstream ecosystem partners. It has built a vast and reliable channel network, ranking high in market shares across Thailand, Singapore, Indonesia, the Philippines, and Malaysia, supporting numerous leading domestic technology brands in their overseas expansion [4].
伟仕佳杰20250617
2025-06-18 00:54
Summary of Weishi Jiajie Conference Call Company Overview - Weishi Jiajie operates in the ICT industry, focusing on distribution for foreign brands entering the Chinese market and domestic brands expanding overseas. The company was established in 1991 and is headquartered in Beijing, listed on the Hong Kong Stock Exchange since 2002 with a compound annual growth rate (CAGR) of 24% since then [2][3][5]. Financial Performance - In 2024, Weishi Jiajie's revenue reached HKD 89 billion, a year-on-year increase of 21%, with net profit at HKD 1.05 billion, up 14%. The return on equity (ROE) has been maintained above 10% for 23 consecutive years [2][5]. - For Q1 2025, revenue grew by 16%, gross profit increased by 20%, and net profit rose by 28% [2][5]. - The company has a cash reserve of approximately HKD 3.9 billion and total liabilities around 70%, indicating strong capital management [2][6]. Market Dynamics - Weishi Jiajie has a significant presence in Southeast Asia, with a market growth rate of 74% compared to 4% in China. The Southeast Asian market contributes over 50% to the company's profits [2][3][12]. - The company is the largest distributor for brands like iFLYTEK, Huawei, and Lenovo in Southeast Asia, with overseas sales accounting for about 24-25% of total sales [2][4]. Strategic Initiatives - The company is expanding its cloud services and computing power business, having acquired Cloud Star Data, which contributed 4% to total revenue in 2024, with expectations of 60-70% growth in 2025 [2][4]. - Weishi Jiajie is considering entering the automotive distribution sector, particularly electric vehicles, leveraging its existing distribution network in Southeast Asia [3][13][14]. Competitive Landscape - The company faces competition from firms like Digital China, Ingram Micro, and Tech Data. However, its established relationships and experience in channel management provide a competitive edge [3][19][20]. - The gross margin in Southeast Asia is slightly higher due to favorable distributor conditions, with profits from this region expected to exceed 50% in 2025 [11][12]. Future Outlook - Weishi Jiajie anticipates a revenue growth of 20% and profit growth of 30% over the next three years, with a projected net profit of HKD 1.25 billion in 2025 [3][16]. - The company is also exploring opportunities in Vietnam and plans to maintain its focus on the Southeast Asian market, which is expected to grow significantly due to low penetration rates and increasing demand for ICT solutions [9][21]. Investment Appeal - The company's valuation is considered low, with a price-to-earnings (PE) ratio of approximately 8-9 times and a dividend payout ratio of 30-40%, making it attractive to investors seeking defensive yet growth-oriented opportunities [3][10].
平安证券(香港)首次覆盖伟仕佳杰:逐浪东南亚,估值坐看云起
Ge Long Hui· 2025-06-03 06:58
Group 1: Company Overview - Company is a leading technology product solutions and IT service platform in the Asia-Pacific region, positioned as an IT distributor connecting upstream brand manufacturers with downstream channel partners [1] - The company has established deep partnerships with over 300 Fortune 500 brands and covers more than 50,000 sales channels, showcasing its significant competitive advantage [1] Group 2: Market Growth and Opportunities - The Southeast Asian market is experiencing explosive growth driven by increasing digital demand, cloud service expansion, and AI technologies, with the company actively expanding its distribution channels in eight Southeast Asian countries [2] - The company's revenue and profit from Southeast Asia have reached new highs over the past six years, with profits exceeding 500 million HKD and a continuous increase in revenue contribution from this region [2] Group 3: Financial Performance and Projections - The company is expected to achieve revenues of 99.65 billion HKD, 111.09 billion HKD, and 122.96 billion HKD in 2025, 2026, and 2027 respectively, with net profits projected to reach 1.16 billion HKD, 1.3 billion HKD, and 1.5 billion HKD in the same years [3] - The target price is set at 9.16 HKD, representing a potential upside of 46.6% from the current price, with corresponding price-to-earnings ratios of 11.4x and 10.1x for 2025 and 2026 [3] Group 4: Competitive Positioning - The company has established deep collaborations with leading cloud service providers such as Alibaba Cloud, Huawei Cloud, and AWS, positioning itself to benefit from the rapid growth of the cloud computing industry [2] - Despite being smaller in overall revenue compared to peers like Digital China, the company has surpassed them in net profit, indicating strong profitability [2]
伟仕佳杰(00856) - 於二零二五年五月二十二日举行之股东週年大会投票表决结果
2025-05-22 04:24
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公佈全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 於二零二五年五月二十二日 舉行之股東週年大會投票表決結果 董事會欣然宣佈,於二零二五年五月二十二日舉行之股東週年大會上提呈之 所有決議案已獲以按股數投票表決方式正式通過為普通決議案。 股東週年大會投票表決結果 偉仕佳杰控股有限公司(「本公司」)之董事會(「董事會」)欣然宣佈,於 二零二五年五月二十二日舉行之本公司股東週年大會(「股東週年大會」) 上,就二零二五年四月二十三日股東週年大會通告所載列的所有提呈決議案已 獲以按股數投票表決方式正式通過為普通決議案。投票表決結果如下: | | 普通決議案 | 票數 (%) | | | --- | --- | --- | --- | | | | 贊成 | 反對 | | 1. | 省覽及考慮本公司及其附屬公司截至二 | | | | | 零二四年十二月三十一日止年度之經審 | 868,418,656 | 3,566,000 | | | 核綜合財務報表、本公司之董事會報 ...
伟仕佳杰(00856.HK):2025年第一季度财务业绩显示伟仕佳杰有望达成指引目标
Ge Long Hui· 2025-05-16 17:37
Core Viewpoint - The company, 伟仕佳杰, has released its first business update for Q1 2025, showing strong year-on-year growth in revenue, gross profit, and net profit, reflecting its commitment to transparency and shareholder value [1] Financial Performance - For Q1 2025, the company reported an unaudited total revenue growth of 16-17% year-on-year [1] - Gross profit increased by 20-21% year-on-year [1] - Net profit attributable to shareholders grew by 28-29% year-on-year, aligning with the company's guidance for future growth [1] Future Outlook - The management has indicated a revenue growth target of 15-20% over the next three years, primarily driven by high-margin businesses [1] - The company’s revenue for the first half of 2025 is projected to reach HKD 46.5 billion, reflecting a year-on-year growth of 16.0% [1] - Gross profit is expected to be HKD 2.065 billion, with a year-on-year increase of 16.3% [1] - Net profit is anticipated to be HKD 627 million, representing a year-on-year growth of 30.3% [1] Investment Rating - The company maintains a "Buy" rating with a target price of HKD 8.18 [1]