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利亞德(300296.SZ)半年度淨利潤降6.75%至5.46億元
格隆匯 08-19 20:23

格隆匯8月19日丨利亞德(300296.SZ)發佈2019年半年度報告,實現營業收入40.51億元,同比增長12.19%;歸屬於上市公司股東的淨利潤5.46億元,同比下降6.75%;歸屬於上市公司股東的扣除非經常性損益後的淨利潤5.13億元,同比下降5.73%;基本每股收益0.2148元。毛利率34.19%,較上年同期下降1.89個百分點。

截至816日,公司新簽訂單及中標項目73億元。

2019年是公司深耕智能顯示、壓縮夜遊經濟,調整主營業務比重的第一年。在目前經濟環境影響下,業績增長出現壓力,2019年業績目標已難實現。但智能顯示迎來新的歷史機遇,發展夜間經濟政策頻頻提出,文旅新業態逐步成為主流,VR日益滲入諸多產業進入爆發,公司將會突破增長壓力,進入有序的增長週期。

(一)智能顯示業務調整略見成效

報告期,智能顯示營收實現27.56億元,佔比穩定在三分之二。小間距實現營收15.37億元,較上年同期增長36.15%,符合目標預期;報告期內,直銷毛利率36.86%,經銷毛利率為35.16%,綜合毛利率36.27%較上年同期34.22%提高了2個百分點。境外小間距實現營收4.23億元,同比增長75%,快於境內小間距增長水平,且毛利率可實現42%。美國平達營收中小間距佔比達到三分之一,達到佔比新高。2019年上半年,產能進一步擴大至每個月7300KK。斯洛伐克工廠已開始投入生產,目前可滿足出口美國60%的銷量。報告期,透明屏已簽訂訂單近8000萬元。

(二)VR市場拓展

5G是信息通信技術發展階段的重要轉折點,它的到來將改變世界連接、計算與溝通的方式。5G的高速率、高容量、低延時,必將對VR/AR產業帶來變革性影響,利亞德作為AR/VR產業領導者,已在豐富交互技術應用場景、影視動漫數字化製作、虛擬主播以及本土化生產方面發力。

(三)四大業務板塊逐步融合,共同開拓文化旅遊業務

文化旅遊行業具備巨大的市場空間,公司的LED顯示及VR產品在產業整合中有許多用武之地,將高科技產品和電子產品運用到文化旅遊產業,這是公司未來潛力巨大的發展方向。

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