智通财经APP获悉,联易融科技-W(09959)盘中涨超13%,截至发稿,涨9.58%,报1.83港元,成交额7995.82万港元。
消息面上,近日,中国国际贸易促进委员在第二届链博会上发布《全球供应链促进报告2024》。报告显示,2023年,我国供应链金融行业规模约为41.3万亿元,同比增长11.9%,近5年年均复合增长率为20.88%,呈现出蓬勃发展态势。在本届链博会的供应链服务主题论坛上,多位业内人士认为,在金融科技的加持下,面向链上企业的征信方式更为多元丰富,产品更趋数字化、线上化,许多业务环节得以在线完成,审批效率大幅提升。
中信建投此前研报指出,联易融科技-W公布截至24Q3运营数据,资产证券化业务方面受益于新产品开拓,ABS云业务重回增长轨道;直接融资业务方面,为更好聚焦核心业务,公司持续推动业务及组织架构重组,优化内部资源配置,多级流转云交易量继续高增,而e链云则受公司战略性调整产品结构,降低了部分低利润率产品的业务量影响出现一定下滑;未来公司毛利率或有望恢复。随着稳增长政策的密集出台,未来若行业恢复上行则下半年公司业绩有望出现改善。
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