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深信服(300454.SZ)一度漲超8% 二季度營收同比增23.82%
格隆匯 08-24 09:54
格隆匯8月24日丨週末公佈業績的深信服(300454.SZ)盤中一度漲8.54%報229.99元,股價創7月27日以來新高,市值一度達940億元。中報顯示,公司實現營收17.44億元,同比增11.91%;實現歸母淨利潤-1.26億元,同比-288%;二季度單季營收11.35億元,同比增23.82%,毛利率68.8%環比提升2.8pct,淨利潤6804萬元已實現盈利,顯示公司經營狀況恢復良好。有機構指出,公司上半年銷售費用、研發費用分別為7.77、6.38億元,同比增13%、27%,主要緣於相關人員及股權激勵費用的增加。疫情並未打斷公司投入的進度,公司加大對於核心壁壘“研發+渠道”的建設。考慮到整個行業的季節性,上半年收入平均僅佔全年的36%、利潤佔比10%左右,而費用多為員工工資相對剛性,因此上半年的虧損無需過多擔心。

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