中通快遞-W(02057.HK):上半年調整後淨利潤達到人民幣50.3億元 同比增長13%
格隆匯8月21日丨中通快遞-W(02057.HK)發佈公吿,2024年上半年,收入達到人民幣206.86億元,同比增長10.5%;毛利達到人民幣66.23億元,同比增長13.6%;歸屬於普通股股東的淨利潤達到人民幣40.38億元,同比減少4.1%;歸屬於普通股股東的調整後淨利潤人民幣50.06億元,同比增長12.1%;調整後淨利潤人民幣50.30億元,同比增長13.0%;每股美國存托股基本及攤薄收益分別為人民幣6.21元及人民幣6.06元。
2024年上半年,儘管面對激烈的行業競爭,由於集團持續提升運營效率,注重盈利增長,因而錄得穩健的財務及經營業績。收入同比增加10.5%至人民幣206.86億元,主要由於線上消費滲透率加深及集團的服務組合向更高價值客户轉變推動快遞需求增長所致。
核心快遞業務方面,集團的核心快遞業務的收入由截至2023年6月30日止六個月的人民幣182.92億元增加10.7%至2024年同期的人民幣202.50億元,乃由於包裹量增長11.8%,且包裹單價穩定所致。此類收入大部分來自向網絡合作夥伴提供的服務,主要包括包裹分揀和幹線運輸。對於通過集團的網絡處理的每件包裹,集團向集團的網絡合作夥伴收取中轉費。截至2024年6月30日止六個月,該等費用佔集團快遞服務總收入的88.3%。快遞服務收入的其餘部分來自企業客户,包括垂直電子商務客户和傳統商户,以將其產品派送予最終消費者。由於更高價值平台客户擴大,來自直銷機構(為服務核心快遞直客客户而成立)的直客業務收入(包括派送費)增加了26.2%。
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