萬隆光電(300710.SZ)：上半年業績盈轉虧至348.63萬元
格隆匯 7 月 20日丨萬隆光電(300710.SZ)披露2020年半年度報告，實現營業收入2.12億元，同比增長9.98%；歸屬於上市公司股東的淨虧損348.63萬元，上年同期盈利1818.9萬元；歸屬於上市公司股東的扣除非經常性損益後的淨虧損569.75萬元，上年同期盈利934.59萬元；基本每股虧損0.0508元。
2020年，面對複雜嚴峻的國內外市場競爭環境，加之受新型冠狀病毒肺炎疫情影響，公司及產業鏈上下游客户復工延遲，各項業務開展進度放緩，導致公司報告期內的淨利潤較去年同期下降幅度較大。公司主要經營情況如下：
1.二季度產能大幅提高，上半年虧損小幅收窄
2020年第一季度，受新型冠狀病毒肺炎疫情影響，公司及產業鏈上下游客户復工延遲，各項業務開展進度放緩，導致公司出現虧損。隨着疫情的影響逐漸減小，第二季度開始後，公司及時調整各項經營安排，採取多種措施保障生產經營工作安全有序開展逐步恢復至正常水平，並達到滿負荷生產，復工復產舉措成效突出，實現第二季度單季度盈利，使得公司上半年的虧損小幅收窄。
2. IPTV視訊業務穩定增長，積極拓展線上營銷市場
面臨突如其來的疫情，公司控股子公司欣網卓信及時調整業務策略，加強線上業務，並新拓展直播運營等創新業務，壓縮非必要性開支，從而確保了整體業務發展穩定，營業收入為3460.51萬，同比增長28.86%，淨利潤為1064.23萬，同比增長25.19%。
疫情期間，欣網卓信的IPTV視訊業務藉助“宅家經濟”，觀看用户流量增長顯著，帶動頻道收入穩步增長，欣網卓信也將內容逐步向教育和少兒領域擴展；線上營銷領域，欣網卓信與安徽電信新簽訂了線上觸點運營及直播銷售合作協議，與陝西電信新簽訂了直播運營和京東運營支撐協議，合作業務範圍從原有的天貓旗艦店運營擴展到更多線上領域。
3. 加強技術研發，重點瞄準5G網絡通信傳輸與終端產品
晨曉科技公司具備從系統架構到大型硬件平台、系統軟件、邏輯芯片的綜合設計能力，並在SDH、PTN和xPON等技術領域積累了豐富的技術資產，2020年上半年晨曉科技在OTN產品領域加大投入，繼續豐富和完善5G通信網絡綜合解決方案。
近年來，隨着中國運營商路由器市場快速增長，其中WiFi6能夠完美結合移動5G網絡，完成4K超高清內容的直播，完成大數據的轉發工作。英脈通信瞄準這一細分領域投入大量的研發資源，對WiFi6產品進行開發工作，目前其WiFi6產品現已實現小批量出貨，並已推出高通和博通方案產品。
此外，英脈通信於2020年6月順利通過了中興通訊的供應商審核，成功進入其供應商體系，此次審核通過不僅體現了英脈通信較高的生產管理水平，同時也為英脈通訊進一步打通了未來的市場和渠道。
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