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科創信息(300730.SZ):在機器視覺領域尤其在浮法玻璃生產檢測領域已取得多項專利與核心技術
格隆匯 03-23 21:55

格隆匯3月23日丨科創信息(300730.SZ)發佈股票交易異常波動公告稱,經核查,公司、控股股東及實際控制人不存在關於公司的應披露而未披露的重大事項,也不存在處於籌劃階段的重大事項;

公司未發現近期公共媒體報道了可能或已經對公司股票交易價格產生較大影響的未公開重大信息。

市場競爭加劇風險近年來,在國家政策重點扶持及眾多行業利好消息的出台等影響下,智慧城市、智慧製造吸引了社會各類資本進入,使整個領域的競爭從單純的技術和服務競爭,升級為資本和資源整合的綜合競爭,行業競爭進一步加劇。

針對行業競爭的升級,公司獨特的“平台+應用+定製服務”模式具備資源協同優勢,且隨着各板塊佈局的日趨成熟和融合,協同效應將逐步凸顯,從而能有效提升公司核心競爭力。但若公司對行業發展趨勢判斷失誤或應對市場競爭的措施嚴重失當,將對公司未來的經營發展產生不利的影響。

收入季節性波動風險:公司主要客户為政府及機關事業單位,該部分政企客户通常實行預算管理及集中採購制度,採購招標及結算具有明顯的季節性特徵,導致公司較多項目集中在第四季度進行終驗。而公司收入主要依據終驗報告進行確認,導致公司營業收入確認主要集中在第四季度,公司營業收入存在較強季節性波動風險。

機器視覺應用拓展風險公司在機器視覺領域尤其在浮法玻璃生產檢測領域已取得多項專利與核心技術,但由於浮法玻璃初加工檢測市場容量有限,且國內玻璃行業產能過剩,該領域未來市場空間存在較大不確定性。

目前公司正積極向玻璃深加工領域及其他行業的視覺檢測領域進行技術研發與應用拓展,但由於相關領域及行業進入時間較短,同時,需要投入的資源較多,公司機器視覺應用領域拓展存在一定風險。

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