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5G业务快速增长 摩比发展(00947.HK)中期纯利升7.1%至1491万元
格隆汇 08-20 23:07

格隆汇8月20日丨摩比发展(00947.HK)公布,截至2020年6月30日止6个月,公司收入达约人民币4.569亿元,公司拥有人应占利润约为人民币1,491万元,同比增加约7.1%,每股基本盈利约人民币1.82分。

期间覆盖延伸方案及其他产品的销售额大幅增长约75.6%至约人民币6,547万元。期间中国国内移动通信的5G网络建设投资明显大幅增加,2020年上半年5G天线产品的收入较2019年同期大幅增长约9,355.2%至约人民币1.043亿元,占比约为22.8%,并保持持续的快速增长态势。与此同时,基于5G时代更加丰富的应用场景,集团进一步深度参与垂直行业应用落地,新业务拓展取得了突破性的进展,相信这将成为集团新的增长点。

2020年上半年国内市场的5G网络规模化建设的启动,为集团的业务带来了持续增长的机会。由于5G网络中高频段建设采用捆包采购的交付模式,集团的5G天线系统产品与射频子系统产品均交付给网络解决方案设备商,因此2020年上半年集团对中国设备商客户的销售规模较2019年同期大幅增加约42.7%至约人民币1.991亿元,占当期总收入的比重上升至约43.6%。

此外,截至2020年6月30日止6个月,集团确认约人民币855万元为资本化开支。经资本化后,研究及开发成本由2019年上半年约人民币4,557万元增加约9.0%至2020年上半年约人民币4,967万元,主要是由于研发人员结构调整、工资、研发材料费、测试费、无形资产摊销及知识产权费等费用增加所致。

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