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摩比發展(00947.HK):前9月5G產品銷售收入同比大增約186%
格隆匯 11-08 17:16

格隆匯11月8日丨摩比發展(00947.HK)發佈公告,公司穩定接到國內及海外客户包括4G及5G的訂單,近期在中國獲得運營商及設備商5G天線項目的大份額的中標份額。5G(包括Pre5G)產品2019年1-9月累計銷售收入較去年同期增長約186%。同時,覆蓋延伸方案及其他新業務的2019年1-9月累計銷售收入較去年同期增長約13%。此外,美化天線產品的2019年1-9月累計銷售收入較去年同期大幅增長約60%。同時,公司海外出貨保持持續穩定增長態勢,相當訂單在2019上半年完成並交付,以及2019下半年繼續新增訂單。2019年1-9月海外累計出貨量較去年同期增長約18%。其中,2019年1-9月累計海外直銷出貨量較去年同期增長約24%。

公司表示,自今年6月中國工信部頒發5G商用牌照以來,集團陸續獲得來自設備商及網絡運營商客户包括5G天線、射頻濾波器、及美化工程等項目的多個訂單;且集團的5G天線以及射頻濾波器等多款產品已進入批量化生產及發貨階段。同時,集團與國內外運營商、設備商的合作不斷的深入,且積極參與其5G專案的聯合研發送樣,預計這將為集團未來帶來更多的5G訂單。

因此,公司對深圳、吉安與西安的產線配置資源進行不斷的優化升級,加大投入5G自動化設備及產線,以滿足上述訂單的需求,併為5G的大規模商用做好產能準備。

展望未來,董事會將不時繼續審視集團的營運策略,加大5G技術研發投入及產能儲備,優化海外運營商客户結構以應對市場的持續變化,亦對電信業於中國內地以及全球市場的增長仍然感到樂觀。

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