民商創科(01632.HK):收益大增五成,扭虧為盈,加碼科技領域
日前,民生電商旗下唯一境外上市平台民商創科(01632.HK)公佈截至2020年9月30日止六個月的中期業績。數據顯示,報告期內,民商創科實現收益6.43億港元,較去年同期大幅增長超過五成,且股東應占溢利590萬港元,實現扭虧為盈。
整體可見,在疫情等多重外部不利因素之下,民商創科逆勢表現依舊強勁,凸顯出其核心業務的韌性。
中期業績由虧轉盈,獲大股東優質資產加持
財報顯示,民商創科中期業績整體收益同比大增51.1%至6.43億港元,並實現扭虧為盈。通過開展供應鏈業務,民商創科在疫情的衝擊下收入仍然逆勢增長超過七成,佔總收益比重進一步提升至93%,反映出母公司民生電商在商貿供應鏈領域的優勢與價值。
與此同時,民商創科還獲得母公司民生電商的優質資產的導入,2019年獲得民商智惠50%股權,核心資產的注入為公司貢獻了不錯的業績。報告期內,民商智惠為民商創科提供除税後溢利410萬港元。
可見,在經過母公司民生電商對其業務的改造之後,公司的業務與民商智惠形成協同發展效應,民商創科的經營正在持續發生質變,使得公司能夠成功應對疫情帶來的困難,最終業績逆勢增長。
加碼科技領域,母公司業務發展趨勢強勁
受今年新冠疫情影響,各行業企業及機構都加快了數字化轉型步伐,而科技作為數字化轉型的重要驅動力,如何通過創新模式賦能行業,將會是未來一段時間內企業提升競爭力的決定因素。
對於民商創科來説,其母公司民生電商在供應鏈和科技方面一直在不斷的探索和發展。回顧民生電商近七年的發展歷程,不難看出,科技作為底層生產力一直貫穿其整個業務成長過程,從民商智惠到民農雲倉,再到設立民商數科,不論是在場景構建、供應鏈自營還是產業供應鏈數字化,民生電商的科技發展從未停止升級創新,並逐漸形成了完善的以科技為支撐,各業務相互協調融合的產業數字化生態體系。
尤其升級後的民商數科,其全面承載了民生電商多年積累的科技資源,重點鎖定產業數字化,在金融科技的風控、支付、產業供應鏈構建等方面都極具優勢,可為相關產業企業提供一體化的數字科技解決方案。
縱觀民生電商的生態體系,供應鏈和科技無疑是最重要的兩塊資產,它們就像民生電商的“兩翼”,戰略地位不言而喻。而作為母公司唯一的上市主體民商創科,它未來是否會有更多新的集團優質資產或者具有想象空間的業務注入?這都是值得期待的。
結語
總體而言,在母公司民生電商的支持下,獲得優質資源加持的民商創科交出了一份亮麗的中期業績,不僅收入逆勢大增,更是一舉實現盈利。展望未來,民商創科作為民生電商產業數字化大生態中的重要一環,能夠充分嫁接民生電商在供應鏈、數字科技上的優勢,獲得業務發展優勢,進一步增強公司的長期價值。
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