億聯網絡(300628.SZ)半年度淨利潤升47.94%至6.07億元
格隆匯8月14日丨億聯網絡(300628.SZ)發佈2019年半年度報告，實現營業收入11.74億元，同比增長39.74%；歸屬於上市公司股東的淨利潤6.07億元，同比增長47.94%；歸屬於上市公司股東的扣除非經常性損益後的淨利潤5.47億元，同比增長53.98%；基本每股收益1.0128元。
總體上業績增速超出公司預期。主要原因如下：
1、SIP話機：行業優勢地位穩固，逐漸邁入高端市場
得益於2018年至今公司在SIP PHONE業務上持續投入大量的研發力量，已有產品線持續升級完善，滿足了更深層次的用户需求；高端新品系列的開發，成為公司跨入高端企業市場的工具，為公司帶來新的增長機會。無論是原有產品線的進一步完善，或是高端新品的上市推廣，都在2019年上半年進一步穩固了公司在SIP話機領域的競爭優勢。
2、VCS：銷售收入高速增長，但仍未達預期
2019年上半年VCS業務實現了94.67%的高速增長，銷售佔比提升至12.03%。雖然VC S業務取得了較高速度的增長，但仍然處在投入期，在公司的銷售收入中佔比較小，暫未能對公司的銷售收入產生足夠大的影響力。同時，VCS作為公司的戰略發展方向，雖然系統及終端整體性能不斷提升，但目前市場開拓仍然還有很大的提升空間。公司將進一步推進VC S產品的整體競爭力提高及國內外市場開拓。
3、經營環境：中美貿易衝突，人民幣匯率波動
2019年上半年，外部經營環境仍然複雜，中美貿易衝突存在進一步升級的可能性，自5月份美國公佈3000億加税清單後，公司也採取了一些防禦措施，包括經銷商提前增加庫存等。由此，美國經銷商提前儲備庫存推高了上半年，尤其是二季度的業績增長；同時，在中美貿易衝突的背景下，美元匯率波動，也給公司業績帶來了正面的影響，進一步推高了上半年業績增速。受此影響，預計2019年第三季度乃至下半年，業績增速將出現下滑的可能性，但全年業績增速預計維持穩定。
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