羅博特科(300757.SZ)半年度淨利潤降25.51%至3062.28萬元
格隆匯8月16日丨羅博特科(300757.SZ)發佈2019年半年度報告,實現營業收入4.27億元,同比增長11.90%;歸屬於上市公司股東的淨利潤3062.28萬元,同比下降25.51%;歸屬於上市公司股東的扣除非經常性損益後的淨利潤2874.22萬元,同比下降30.25%;基本每股收益0.3072元。
報告期銷售規模擴大,但由於受國內光伏政策去補貼化的影響,整體光伏行業的盈利空間收窄,光伏行業企業壓縮成本,從而傳導至上游光伏設備領域,致使市場競爭加劇,產品平均售價下降,而公司作為非標配套自動化供應商,產品定製化特點導致無法像標準化工藝設備那樣,利用規模效應迅速降低成本,所以本報告期公司的毛利率有所下滑。由於公司產品完成驗收確認銷售收入相距公司產品發貨有一定的時間滯後(通常為6-9個月),2019年上半年度確認的營業收入主要來自於2018年下半年的訂單,因此2019年上半年產品綜合毛利率有所下滑,尤其部分成熟期的產品毛利,這也符合產品生命週期不同階段毛利率變化趨勢及同行業毛利率整體下滑的大趨勢。
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