同有科技(300302.SZ):2019年淨利預降30%-50%
格隆匯1月21日丨同有科技(300302.SZ)披露2019年度業績預告,公司預計2019年1-12月歸屬於上市公司股東的淨利潤為1010.97萬元-1415.36萬元,同比下降30%-50%。業績變動原因如下:
報告期內,公司面向自主可控、閃存領域持續發力,內生外延,全面佈局從系統到部件再到芯片的自主可控存儲垂直產業鏈。公司設立武漢研發中心,與北京研發中心形成聯動,共同促進產品升級迭代,打造新型產品矩陣。2019年,公司存儲產品入圍特殊行業關鍵軟硬件自主可控產品名錄,通過信創領域產品測試、國家電網入圍測試,在“8+2”行業國產替代市場拓展已初見成效。同時,公司與CPU、操作系統和數據庫等廠商建立自主可控合作陣營,同天津飛騰、麒麟、龍芯等50餘家國產主流廠商完成兼容互認證,實現了產業鏈不同層面的互聯互通。此外,公司圍繞戰略轉型進行管理變革與制度創新,在研發、產品、生產等方面取得階段性成果,有效提升了公司管理及運營效率。
報告期內,國產信息化替代政策持續推進,公司在自主可控領域重點佈局,規模化放量尚需根據政策實施進度進一步體現。公司聚焦產品研發創新、銷售模式調整、產業鏈協同等重點環節,持續加大研發、業務、管理等各環節投入,研發投入金額達營業收入總額的13.57%,較去年增長超過50%。此外,報告期內公司財務費用同比增加,政府補助同比下降。綜合上述原因,公司2019年度業績較上年同期相比下降。
公司全資收購的子公司鴻秦科技各項業務快速發展,業績增長符合預期。隨着信息產業國產化政策不斷推進,軍民融合戰略逐漸深入,公司將緊跟國產替代進程,內生外延發展並重,持續推進以自主可控、閃存為重點的戰略佈局,促進產業鏈上下游資源整合與協同,加速戰略實施效果顯現。
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