SY HOLDINGS(06069)

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盛业(06069):平台生态不断强化,科技实力持续提升
Guotou Securities· 2025-03-26 08:35
Investment Rating - The report maintains a "Buy-A" investment rating for the company [3][6]. Core Insights - The company reported a total revenue of 919 million yuan for 2024, a year-on-year decrease of 4.6%. However, platform technology service revenue surged by 103.6% to 347 million yuan, partially offsetting the impact of Wuxi Guojin's exit from the financial statements. The net profit attributable to shareholders reached 380 million yuan, reflecting a year-on-year increase of 41.7% [2]. - The company has seen a doubling of its platform technology service revenue, with a total of 163 funding partners linked to the platform, an increase of 24% year-on-year, and total funding partner amounts exceeding 36.6 billion yuan, up 58% year-on-year. The cumulative customer base surpassed 18,100, with over 96% being small and micro-enterprises and a retention rate exceeding 80% [2]. - The digital financial solutions revenue decreased by 28% to 522 million yuan, primarily due to Wuxi Guojin's exit in February 2024. The company is focusing on a light asset operation strategy, which is expected to optimize its business structure and enhance platform service revenue and profitability in the long term [3]. - The company is actively embracing the AI era, with cumulative R&D investment exceeding 250 million yuan and nearly 30% of its workforce dedicated to R&D. This is expected to further promote the company's platform development and industrial collaboration [3]. Financial Summary - The company forecasts earnings per share (EPS) of 0.42 yuan, 0.49 yuan, and 0.58 yuan for 2025, 2026, and 2027 respectively. A price-to-earnings (P/E) ratio of 30x for 2025 is applied, leading to a target price of 13.56 HKD over the next six months [3][9]. - The total revenue is projected to recover to 644 million yuan in 2025, with net profit expected to reach 417 million yuan [9].
盛业(06069) - 根据股份计划授出购股权
2025-03-24 12:33
香港交易及結算所有限公司以及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或 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。 本 公 司 董 事(「董 事」)會(「董事會」)謹 此 宣 佈,根 據其於2024年5月21日採納的股份 計 劃(「股份計劃」),本 公 司 於2025年3月24日(「授出日期」)向 特 定 合 資 格 人 士(「承 授 人」)授 出 合 共259,580份 購 股 權(「購股權」),以 每 股12.88港元認購本公司於聯交 所 上 市 的 普 通 股(「股 份」),惟 須 待 承 授 人 接 納 購 股 權 後 方 可 作 實。該 等 承 授 人 已 被 選 定 為 盛 業 合 夥 人 計 劃(定 義 詳 見2022年 公 告)下 的 合 夥 人,相 關 授 予 該 等 承 授 人 的購股權佔其2024年度盛業合夥人計劃下分派獎金的20%。 已授出的概要載列如下: – 1 – B_table indent_4.5 mm N_table indent_4 mm 授出日期 : 2025年3月24日 已授 ...
盛业(06069) - 截止2024年12月31日止年度末期股息
2025-03-21 11:02
| 代扣所得稅信息 | | | --- | --- | | 股息所涉及的代扣所得稅 | 不適用 | | 發行人所發行上市權證/可轉換債券的相關信息 | | | 發行人所發行上市權證/可轉換債券 | 不適用 | | 其他信息 | | | 其他信息 | 不適用 | | 發行人董事 | | | 於本公告日期,董事會包括兩名執行董事:Tung Chi Fung 先生及王瑩女士;一名非執行董事:盧偉雄先生;及四名獨立非執行董 | | | 事:Fong Heng Boo先生、鄧景山先生、 陳玉英女士及孫偉勇先生。 | | 免責聲明 | 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告的內容概不負責,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 | 公告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。 | | --- | --- | | | 股票發行人現金股息(可選擇貨幣)公告 | | 發行人名稱 | 盛業控股集團有限公司 | | 股份代號 | 06069 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截止2024年12月3 ...
盛业(06069) - 收取截至2024年12月31日止年度派发末期股息的货币选择
2025-03-21 10:39
香港交易及結算所有限公司以及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或 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。 收取截至2024年12月31日止年度派發末期股息的貨幣選擇 茲 提 述 盛 業 控 股 集 團 有 限 公 司(「本公司」)日 期 為2025年3月17日之截至2024年12月 31日 止 年 度 年 度 業 績 公 告(「該公告」)。除 另 有 指 明 外,本 公 告 所 用 詞 彙 與 該 公 告 所 界定者具有相同涵義。 誠如該公告所披露,董事會建議於2025年6月20日(星期五)向該等於2025年5月22日(星 期 四)名 列 本 公 司 股 東 名 冊 之 股 東 派 付 建 議 末 期 股 息 每 股 本 公 司 普 通 股 人 民 幣34.7 分,其須待本公司股東於將於2025年5月舉行之應屆股東週年大會上批准後,方告 作實。就股東收取截至2024年12月31日止年度派發末期股息,本公司將提供幣種選擇。 香港,2025年3月21日 盛業控股集團有限公司 於本公告日期,董事會包括兩名執行董 ...
盛业:事件点评:行业数据+IDC+AI应用,打开AI全链条-20250319
Tianfeng Securities· 2025-03-18 16:16
Investment Rating - The report maintains a "Buy" rating for the company with a target price of 15.03 HKD, indicating an expected return of over 20% within the next six months [7]. Core Insights - The company has successfully implemented a platform-based development strategy, leading to a significant increase in platform technology service revenue, which reached 3.47 billion HKD, a year-on-year growth of 103.6% [2]. - The company's net profit for 2024 is projected to be 3.80 billion HKD, reflecting a 42% increase year-on-year, despite a decline in overall revenue due to the impact of the sale of a subsidiary [1]. - The integration of AI technology into the supply chain has positioned the company as a leader in the digital transformation of key industries such as infrastructure, pharmaceuticals, and commodities [3][4]. Summary by Sections Financial Performance - The company's total revenue for 2024 is expected to be 9.19 billion HKD, a decrease of 4.6% year-on-year, primarily due to the divestment of Wuxi Guojin Commercial Factoring Co., Ltd. [1]. - The platform technology service revenue has become a major growth driver, accounting for 37.7% of total revenue in 2024, up from 17.7% in 2023 [2]. Strategic Development - The company has established strong partnerships with local state-owned enterprises, enhancing its platform-based financial services and increasing the number of funding partners to 163, a growth of 24.4% [2]. - The company is actively exploring new markets, including e-commerce and robotics, with potential market sizes exceeding 10 trillion HKD and over 10 million potential clients [4][5]. AI and Technology Integration - The company has integrated its cloud platform with advanced AI models, enhancing its capabilities in supply chain management and decision-making processes [4]. - The company has also secured significant computational resources to support its AI initiatives, further solidifying its position in the digital ecosystem [4]. Future Projections - Revenue forecasts for FY2025 and FY2026 have been adjusted to 11.11 billion HKD and 13.46 billion HKD, respectively, with net profit projections of 4.98 billion HKD and 6.53 billion HKD [6]. - A new revenue forecast for FY2027 is introduced at 16.15 billion HKD, with a net profit of 8.36 billion HKD [6].
盛业(06069):事件点评:行业数据+IDC+AI应用,打开AI全链条
Tianfeng Securities· 2025-03-18 02:26
Investment Rating - The report maintains a "Buy" rating for the company with a target price of 15.03 HKD, indicating an expected return of over 20% within the next six months [7]. Core Insights - The company has successfully implemented a platform-based development strategy, leading to a significant increase in platform technology service revenue, which reached 3.47 billion HKD, a year-on-year growth of 103.6% [2]. - The company's net profit for 2024 is projected to be 3.80 billion HKD, reflecting a 42% increase year-on-year, despite the impact of the divestment of Wuxi Guojin Commercial Factoring Co., Ltd [1]. - The integration of AI technology into the supply chain has positioned the company as a leader in the AI + industrial supply chain sector, with a focus on infrastructure, pharmaceuticals, and bulk commodities [3][4]. Summary by Sections Financial Performance - For 2024, the company expects total revenue of 9.19 billion HKD, a decrease of 4.6% year-on-year, primarily due to the divestment impact, which is offset by growth in platform technology services [1]. - The platform technology services now account for 37.7% of total revenue, up from 17.7% in 2023 [2]. Strategic Developments - The company has established strong partnerships with local state-owned enterprises, enhancing its platform-based financial services and increasing the number of funding partners to 163, a growth of 24.4% [2]. - The company is actively exploring new markets, including e-commerce and robotics, with potential market sizes exceeding 10 trillion HKD [4][5]. AI and Technology Integration - The company has integrated its cloud platform with DeepSeek AI, enhancing its capabilities in supply chain management and decision support [4]. - The company has also secured computational resources from Wuxi Economic Development Zone, which will support its AI initiatives [4]. Future Projections - Revenue forecasts for FY2025 and FY2026 have been adjusted to 11.11 billion HKD and 13.46 billion HKD, respectively, with net profit projections of 4.98 billion HKD and 6.53 billion HKD [6]. - A new revenue forecast for FY2027 is set at 16.15 billion HKD, with a net profit of 8.36 billion HKD [6].
盛业:事件点评:行业数据+IDC+AI应用,打开AI全链条-20250318
Tianfeng Securities· 2025-03-18 02:23
Investment Rating - The investment rating for the company is "Buy" with a target price of 15.03 HKD, indicating an expected return of over 20% within the next six months [7][16]. Core Insights - The company has successfully implemented a platform-based development strategy, leading to a significant increase in platform technology service revenue, which reached 3.47 billion HKD, a year-on-year growth of 103.6% [2]. - The company has transformed into an AI-driven digital technology firm focused on the industrial supply chain, achieving a net profit of 3.80 billion HKD in 2024, a 42% increase year-on-year [1][3]. - The integration of AI technology into the supply chain has enhanced customer acquisition and risk control capabilities, with the number of funding partners increasing by 24.4% to 163 [2][6]. Summary by Sections Financial Performance - In 2024, the company's revenue was 9.19 billion HKD, a decrease of 4.6% year-on-year, primarily due to the impact of the sale of Wuxi Guojin Commercial Factoring Co., Ltd. However, the platform technology service business significantly offset this decline [1]. - The projected revenue for FY2025 is adjusted to 11.11 billion HKD, with a net profit forecast of 4.98 billion HKD, reflecting continued growth expectations [6]. Business Strategy - The company has established strong partnerships with local state-owned enterprises, enhancing its platform-based financial services and expanding its supply chain finance capabilities [2]. - The company is actively exploring new markets, including e-commerce and robotics, with potential market sizes exceeding 10 trillion HKD [4][5]. Technological Advancements - The integration of the company's 盛易通云 platform with DeepSeek AI models aims to optimize AI capabilities for supply chain management and decision-making processes [4]. - The company has secured computational resources from Wuxi Economic Development Zone, enabling further development of AI applications in various industries [4]. Market Position - The company has maintained a leading position in key sectors such as infrastructure, pharmaceuticals, and commodities, while also expanding into emerging industries [3][4].
盛业(06069) - 截止2024年12月31日止年度末期股息
2025-03-17 09:54
免責聲明 EF001 | 公告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。 | 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告的內容概不負責,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 | | --- | --- | | | 股票發行人現金股息公告 | | 發行人名稱 | 盛業控股集團有限公司 | | 股份代號 | 06069 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截止2024年12月31日止年度末期股息 | | 公告日期 | 2025年3月17日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 末期 | | 股息性質 | 普通股息 | | 財政年末 | 2024年12月31日 | | 宣派股息的報告期末 | 2024年12月31日 | | 宣派股息 | 每 股 0.347 RMB | | 股東批准日期 | 有待公佈 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.347 RMB | | 匯率 | 1 RMB : 1 RMB | ...
盛业(06069) - 2024 - 年度业绩
2025-03-17 09:51
Customer and Partner Growth - The total number of cumulative platform customers exceeded 18,100, representing an increase of approximately 18.3% compared to over 15,300 as of December 31, 2023[3]. - The number of funding partners increased by 24.4% to 163, with a total funding limit exceeding RMB 36.6 billion, a significant increase of approximately 57.8% from over RMB 23.2 billion as of December 31, 2023[3]. Financial Performance - Net profit increased by approximately 36.9% to RMB 390.9 million from RMB 285.5 million for the year ended December 31, 2023[5]. - The company's main business revenue and income were approximately RMB 919.4 million, a slight decrease of about 4.6% year-on-year[5]. - The total revenue for the year ended December 31, 2024, decreased by 4.6% to RMB 919.4 million from RMB 963.5 million in 2023, primarily due to the impact of the sale of Wuxi Guojin Commercial Factoring Co., Ltd. in February 2024[19]. - The net profit for the year increased by 36.9% to RMB 390.9 million, compared to RMB 285.5 million in 2023[18]. - Adjusted net profit increased by 17.7% year-on-year to RMB 343.3 million, compared to RMB 291.6 million in the previous year[30]. Revenue Breakdown - Platform technology service revenue was RMB 346.6 million, a substantial increase of approximately 103.6% compared to RMB 170.2 million for the year ended December 31, 2023[3]. - Digital financial solutions revenue fell by 27.8% year-on-year to RMB 521.9 million, mainly due to the sale of Wuxi Guojin and a shift towards a light asset operation strategy[22]. - The revenue from supply chain asset refinancing decreased by 27.8% year-on-year to RMB 50.9 million, down from RMB 70.5 million in the same period last year[23]. - Other income increased by 208.4% year-on-year to RMB 72.9 million, compared to RMB 23.6 million in the previous year, primarily due to gains from revaluation of previously held interests in associates and increased fair value gains on other financial assets[24]. Strategic Initiatives - The company has established strategic partnerships in the cross-border e-commerce sector, aiming to unlock nearly RMB 100 billion in business scale through collaboration with Sinbada[10]. - The company is actively expanding into new industries, including e-commerce and robotics, with a potential market size exceeding RMB 10 trillion and over 10 million potential customers[9]. - The company plans to enhance operational efficiency by at least 50% by 2025 through AI-driven data analysis and processing capabilities[16]. - The company has signed a strategic cooperation framework agreement with Wuxi Economic Development Zone to establish a digital ecosystem hub in East China[17]. Research and Development - Research and development investment exceeded RMB 250 million, with R&D personnel accounting for nearly 30% of the workforce[8]. - Continued investment in R&D focusing on data, models, and computing power to support the growth of small and medium-sized enterprises[73]. Shareholder Returns - The company proposed a dividend of RMB 0.347 per ordinary share, compared to HKD 0.269 per share for the year ended December 31, 2023[3]. - The board proposed a final dividend of RMB 0.347 per ordinary share for the year ended December 31, 2024, compared to HKD 0.269 per share for the year ended December 31, 2023[52]. Asset Management - The total amount of supply chain assets processed by the platform reached approximately RMB 249 billion, an increase of about 29.0% from RMB 193 billion as of December 31, 2023[3]. - The average daily balance of proprietary supply chain assets decreased by 27.2% to RMB 5,778.9 million, primarily due to the classification of Wuxi Guojin as held for sale[33]. - The total value of supply chain assets as of December 31, 2024, was secured by trade receivables, with RMB 217.1 million backed by commercial acceptance bills received from customers[34]. Financial Position - The group's total liabilities were RMB 15,883,238,000, with current liabilities at RMB 6,684,916,000[93]. - The group's leverage ratio as of December 31, 2024, was 1.58, improved from 1.91 as of December 31, 2023[51]. - The company’s total assets decreased to RMB 7,513,121 thousand in 2024 from RMB 9,617,336 thousand in 2023, a decline of about 21.8%[100]. Compliance and Governance - The company has maintained compliance with applicable regulations as confirmed by the board[80]. - The company has adhered to corporate governance codes since its listing on July 6, 2017, and continues to comply as of December 31, 2024[91]. Acquisitions and Investments - The company acquired 100% equity of Mingfeng Holdings Limited in July 2024, aiming to expand its supply chain financing and investment business[155]. - The total consideration for the acquisition of Mingfeng is RMB 789,796,000, which includes cash of RMB 300,000,000 and contingent consideration of RMB 489,796,000[156].
盛业(06069) - 自愿性公告与辛巴达达成战略合作助力中国產业带与跨境电商平台加速「出海」
2025-03-05 22:03
香港交易及結算所有限公司以及香港聯合交易所有限公司對本公告的內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或 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。 SY HOLDINGS GROUP LIMITED 盛業控股集團有限公司 (於開曼群島註冊成立之有限公司) (股份代號:6069) 自願性公告 與辛巴達達成戰略合 作 助力中國 產 業帶與跨境電商平台加速「出 海」 本 公 告 乃 由 盛 業 控 股 集 團 有 限 公 司(「本公司」,連 同 其 附 屬 公 司 統 稱「本集團」)自 願作出。 本公司董事會(「董事會」)欣然宣佈,本公司與辛巴達(廣州)科技有限公司(「辛巴達」) 達 成 戰 略 合 作(「戰略合作」),雙 方 將 在 跨 境 電 商 領 域 的 供 應 鏈 普 惠 金 融 等 領 域 展 開 深 入 合 作,鏈 接 跨 境 電 商 平 台 供 應 鏈 和 生 態 圈,將 供 應 鏈 普 惠 金 融 服 務 由 境 內 延 伸 到 境 外,助 力「走 出 去」企 業 的 全 球 產 業 供 應 鏈 拓 展 和 全 球 工 廠 布 局,此 ...