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夢網科技(002123.SZ) :一季度淨利預增34.06%-78.75%
格隆匯 03-21 17:35

格隆匯 3 月 21日丨夢網科技(002123.SZ)公吿,2021年第一季度業績預吿,2021年第一季度預計淨利4500萬元-6000萬元,同比增長34.06%-78.75%。基本每股收益0.06元/股–0.07元/股。2021年第一季度淨利潤較去年同期增長主要有以下原因:

(1)公司前期培育的新業務如富信、服務號、視頻雲等毛利率相對較高的雲通信產品,經過運營和推廣後,商業發展趨勢愈見清晰,較去年同期實現高增長,其中富信計費數量預計同比增長580-600%。

(2)公司持續投入新產品研發與拓展,同時公司併購帶來的無形資產攤銷及IDC機房資產攤銷對利潤預計造成500萬元-700萬元減損。按公司往年經營情況分析,一季度為公司業務傳統淡季,利潤與收入體量單季度佔比全年最低。

(3)2021年隨着疫情控制,社會正常生產和生活恢復,同時公司雲短信業務基於運營商提價對單條毛利額的影響也已於2020年逐步消化。

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