连连数字上半年处置股权收益带动净利飙升，应占连通亏损达5100万元|直击业绩会

Core Insights - Lianlian Digital reported a total revenue of 783 million yuan for the first half of the year, representing a year-on-year growth of 26.8% [1] - The company's net profit surged to 1.511 billion yuan, primarily due to significant gains from the disposal and dilution of its stake in LianTong (Hangzhou) Technology Service Co., Ltd. [3] - The company has established a global payment license layout consisting of 65 licenses and related qualifications, covering over 100 countries and regions [8] Financial Performance - Gross profit for the first half reached 410 million yuan, an increase of 25% compared to the same period last year [1] - Operating profit rose dramatically by 85% to 63 million yuan [1] - Total revenue from digital payment services amounted to 684 million yuan, with a year-on-year growth of 26.2% [7] Stake Disposal and Strategic Moves - The disposal of LianTong's equity generated a profit of 1.601 billion yuan, while the dilution profit amounted to 452 million yuan [3] - The company plans to optimize resource allocation through the adjustment of its stake in LianTong, ensuring sufficient funding for its main business development [5] - By December 2024, Lianlian Digital will have its stake in LianTong adjusted to 17.63% after the completion of share purchases by American Express subsidiaries [4][5] Business Segments - Revenue from value-added services reached 90 million yuan, reflecting a year-on-year increase of 34.2% [7] - Total payment volume (TPV) for global payment services reached 198.5 billion yuan, with a year-on-year growth of 94% [7] - Domestic payment services recorded a TPV of 19 trillion yuan, growing by 27.6% [7] Market Expansion - The company is actively expanding into Southeast Asia, the Middle East, and Latin America, leveraging local payment licenses and establishing overseas offices [8] - Lianlian Digital is the only digital payment solution provider in China holding money transfer licenses in all U.S. states [8]