特發信息(000070.SZ)發佈半年報淨利潤降31.31%至6700.44萬元
格隆匯8月22日丨特發信息(000070.SZ)發佈2019年半年度報告，實現營業收入約21.33億元，同比下降16.56%；歸屬於上市公司股東的淨利潤約6700.44萬元，同比下降31.31%；歸屬於上市公司股東的扣除非經常性損益的淨利潤約4450.51萬元，同比下降49.96%；基本每股收益0.0882元。
在“寬帶中國”和“光進銅退”政策的指導下，我國從2015年起大力建設光纖接入網，光纖光纜產業進入黃金三年。目前，基本建設已經完成，4G建設進入尾聲，運營商集採規模持續下滑。5G建設還處於標準統一、技術制定的摸索期，完美應用場景尚未出現，雖然5G牌照已發放，但運營商綜合多方面因素考慮，在投資上仍然保持謹慎，相關投資尚存在不確定性。未來網絡建設對光纖光纜需求的增量暫不明朗。同時，國內廠商在前期進行了棒纖纜的大規模擴產，目前，新增產能陸續釋放。光纖光纜行業整體呈現供過於求的態勢，產能過剩、需求增長放緩，出貨量下滑，運營商壓價，市場競爭形勢嚴峻。光纖光纜市場的“冰河期”又一次開啟，整個行業2019年業績將面臨較大挑戰。
2019年上半年，全國電網工程建設累計完成投資同比下降，電力市場內廠家競爭更加激烈，已經通過國網資格審查的新增廠家更是全力爭奪市場，不遺餘力的低價搶單，市場競爭日趨白熱化。
中美貿易摩擦對公司整體經營造成不利影響。一方面，華為、中興訂單減少，另一方面，進口的芳綸和特種光纖價格上漲，公司的銷售額和產品毛利率都有所下降。公司經營發展面臨困難和挑戰。
軍民融合發展的推進和軍改的陸續完成，公司軍工信息化產業逐步進入平穩發展階段，行業市場需求將得到釋放，但受軍隊系統巡查影響，進度有所遲滯。
2019年上半年，在運營商4G投入漸入尾聲，5G商用投入尚未來臨，以及中美貿易爭端不確定性的背景下，製造行業競爭更加激烈。面對複雜的國內外形勢，公司緊緊圍繞“1+3”的戰略部署，聚焦主業，持續深耕客户，做好行業週期波動應對。同時，以重點項目為依託，大力推動業務、技術、管理的全方位轉型升級。
報告期內，公司營業收入減少的主要原因：首先，光纖光纜業務受運營商等主要客户需求訂單不及去年同期、光纖光纜產品市場價格同比下降的影響導致收入減少；其次，特發東智受中興等主要客户訂單減少導致收入減少。利潤減少的主要原因：公司收入規模下降以及纖纜業務產品市場價格下滑，毛利率下降導致利潤減少；同時，公司可轉債利息攤銷以及併購神州飛航的存貨評估增值攤銷導致利潤減少。
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