盛業資本(06069.HK):服務行業體量大且抗經濟週期 暫未見經濟下行影響
盛業資本(06069.HK)今日轉主板上市,主席董志鋒出席上市儀式後表示,公司主要服務內地中小型民企,聚焦基建、能源及醫藥行業,因為相關行業體量相對大,加上具抗經濟週期的能力,故暫未見經濟下行對公司業務有大影響,相信未來仍具發展潛力及增長空間。
他又指公司商業模式是提供供應鏈金融,公司在三大行業中主要與信用評級較好的央企合作,之後利用他們的信用提供資金予其民營供應商,相信只要大型企業的市場地位及綜合營運獲支持,公司的金融資產質量便不會轉差。他又認為內地信貸收緊、去產能等政策,能淘汰效益不理想的企業,認為對市場健康發展是好事。
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