毛利率提升、集成收入佔比下降,奇安信(688561.SH)發佈業績預吿
1月25日,奇安信(688561.SH)發佈的2020年度業績預吿顯示,2020年全年奇安信實現高速增長,預計營收達41.00億元至42.50億元,同比增長29.99%至34.75%。同時,在預吿中市場也能看到毛利率提升、集成收入佔比下降等信號。
作為奇安信上市後的首份年度業績預吿,市場不僅看到了營收高速增長,新賽道產品收入大幅增長,金融、運營商、央企等企業級客户市場增長強勁等利好信息,同時,預吿顯示,公司自研產品及服務營收佔比持續提升。
結合2020年三季報分析,其自研產品已獲得高速增長,公司以安全大數據為中心的包括態勢感知、安全管理平台、安全運營中心、高級威脅檢測平台(天眼)、威脅情報NGSOC在內的整體收入比重不斷提升。
奇安信2020三季報顯示,前三季度基礎架構安全產品體系整體增長了124%,大數據智能安全檢測與管控產品體系整體增長了42.67%,新一代IT基礎設施防護品類中的雲安全和大數據安全產品分別增長了70%以上和43.35%以上。
由此可見,奇安信的自研產品及服務收入佔比將進一步向好,相應的集成收入佔比將會下降。
預吿還稱,公司運營管理以毛利為導向的考核體系初見成效,營收增長質量穩步提高,這表明其年度營業成本和各項費用的增長情況可能得到了有效的控制,結合集成收入佔比下降,可以預計,奇安信的毛利率將得到提升。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.