2022上半年收益增長108.22%-121.04%，樂享集團(06988.HK)逆勢增長顯韌性
8月15日，港股上市公司樂享集團(06988.HK)發佈了集團財務及業務的最新進展情況。公吿顯示，今年上半年，集團預計實現收益約13-13.8億港元之間，較2021年同期的6.24億港元收益增長108.22%-121.04%；毛利在1.85-2.05億港元，較2021年同期的2.14億港元毛利減少4.24%-13.58%。
樂享集團的收益增速，延續了此前的強勢表現。2020年上半年、2021年上半年、2022年上半年，樂享集團的收益同比增長分別為60.8%、62.37%、108.22%。特別是今年上半年，在大環境普遍承壓的情況下，樂享集團整體業務收益增長超100%，凸顯了集團的核心競爭力，以及業務佈局的戰略前瞻性。
樂享集團整體業務收益大幅增長的背後，得益於集團前瞻性戰略佈局和持續不斷的新業務拓展。樂享集團戰略佈局海外電商藍海市場，不僅避免了國內電商行業的內卷，也充分享受了行業增長的紅利。
早在2021年，隨着以TikTok為代表的短視頻平台開始在海外市場展現出強大的競爭力和商業化潛力，樂享集團基於對新媒體產業形態的精準把控和對公司發展戰略的深刻思考，制定了開展海外電商業務的發展規劃。
對比行業表現，樂享集團也毫不遜色。今年上半年全國網上零售額6.3萬億元，同比僅增長3.1%。在此背景下，行業眾多企業表現平平。據公開資料顯示，某電商平台2022年上半年，公司營收2055.6億元，與去年同期持平。
從整個宏觀層面來看，在諸多因素的影響下，2022年上半年中國宏觀經濟的整體表現略顯承壓。上半年國內生產總值同比增長2.5%，其中二季度經濟同比增長0.4%。特別是消費領域受到影響較大，今年上半年，社會消費品零售總額同比下降0.7%，二季度在疫情衝擊高峯下同比下降4.6%。
總體而言，上半年在宏觀形勢下行、行業疲軟、企業承壓的大環境之下，樂享集團逆勢增長顯得尤為不易。隨着外部環境向好以及相關利好政策的推出，下半年經濟增長預計反彈。樂享集團將在海外電商業務方面，持續加大業務投入，擴大市場佔有率，推動集團的收益實現快速增長。同時在國內原有業務方面，積極拓寬電商產品的品類，不斷拓展除遊戲外其他應用的效果營銷業務，擴展文化類、數字資產類等新業務佈局，有望為樂享集團的發展增添更強勁的動力。
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