樂歌股份(300729.SZ)2020年半年度淨利潤預增155.5%-185.3%
格隆匯6月14日丨樂歌股份(300729.SZ)公佈,預計2020年半年度歸屬於上市公司股東的淨利潤6000萬元-6700萬元,同比增長155.5%-185.3%。
報告期收入比去年同期增長35%左右,其中二季度同比增長60%左右。本報告期歸屬於上市公司股東的淨利潤同比大幅增長,原因如下:
1、報告期內,得益於公司長期以來的戰略堅持,持續加強研發創新設計,持續改善制造工藝,智慧健康辦公的產品定位,公司產品附加值和技術門檻得以持續提升,行業領先。公司長期以來的跨境電商、跨國制造的國際化戰略布局優勢顯現,雖海外疫情蔓延,公司的國內外生產基地正常生產經營,公司自有海外倉配送順暢。
2.公司採用商用市場2B客户貼牌,家用零售市場公司自主品牌的戰略得到商用市場客户的理解和尊重。優質客户不斷切入,訂單持續增加。
3、國際貿易的數字化趨勢明顯。疫情發生後,線下轉線上趨勢進一步加強,線下2B貼牌業務承壓,線上零售增長快速。公司包括信息化IT業務在內的數字化電商團隊成立早,力量足,線上零售業務佔比較大,自主品牌業務的生產制造和銷售的規模效應顯現。
鑑於以上因素,報告期內,公司人體工學工作站系列產品銷售大幅增長,尤其線性驅動系列產品銷售同比增長150%左右,其中,預計二季度線性驅動系列產品銷售同比增長215%左右;境外電商銷售同比增長68%左右。
報告期內,預計非經常性損益對歸屬於上市公司股東的淨利潤的影響金額約為25萬元左右。
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