A股異動丨共達電聲漲停 重組標的上半年業績大增
格隆匯10月22日丨共達電聲(002655.SZ)漲停,報13.08元,成交3億元,總市值47億元。

共達電聲近期披露的重組標的公司萬魔聲學的審計報告顯示,萬魔聲學2019年上半年實現的營業收入和歸屬於母公司股東的淨利潤分別為8.39億元和6369萬元。雖然因未獲得公開數據無法判斷萬魔聲學今年上半年的同比業績增速,但簡單分析不難發現,萬魔聲學今年上半年的營收和利潤增長幅度應該非常大,因為該公司2018年全年的營業收入和歸屬於母公司股東的淨利潤也僅為9.32億元和7828萬元,也就是説,萬魔聲學2019年僅用半年的時間就接近實現了去年全年的營收和利潤。從2019年全年來看,由於下半年是TWS(真無線耳機)等消費電子產品的傳統旺季,加上“雙11”、“雙12”、美國“黑色星期五”等大型購物節的促進,萬魔聲學今年下半年的銷售業績應該大幅高於上半年,從這個角度判斷,公司完成2019年1.45億元業績承諾的難度並不大。
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