初靈信息(300250.SZ)半年度預盈1600萬-2000萬元
格隆匯7月14日丨初靈信息(300250.SZ)公佈，預計2021年半年度歸屬於上市公司股東的淨利潤1600萬元-2000萬元，上年同期盈利863.94萬元；扣除非經常性損益後的淨利潤1198萬元-1598萬元。
報吿期內，公司歸屬於上市公司股東的淨利潤較上年同期增長，主要原因是報吿期營業收入同比增長，盈利能力提升。主要體現在：
1、邊緣數據智能連接業務板塊，報吿期內公司IMS接入設備在移動多個省級公司實現中標，並全面入圍東北三省IMS集採；融合企業網關產品中標浙江移動的PON-SDWAN政企智能網關採購項目，與中國移動終端公司簽訂1.8億框架合同；公司深化DICT信息化產業鏈的產品佈局，先後成為安陽電信、山東電信、郴州電信、黑龍江移動、廈門電信等DICT生態合作伙伴，助推雲PBX、呼叫中心、政企網關和語音網關等產品的市場合作；中標中國移動小型化接入PTN設備集中採購項目、小型化PTN管控一體OMC系統項目、中國電信IPRAN U設備集中採購項目、中國移動廣西公司前傳波分產品框架採購項目等。多個項目的入圍中標落地有利於增強公司在“雲、邊、端”一體化協同的基礎上貼近客户端(數據源端)推出實時的邊緣數據、智能計算的應用能力，為公司未來邊緣數據連接業務的發展提供了有力支撐。
2、運營商邊緣數據智能應用板塊，隨着軟硬件解耦趨勢催生行業應用和數據安全等價值市場，報吿期內子公司博瑞得保持4G DPI擴容業務，積極配合運營商政企部，向行業推出DICT應用方案，同時向數據安全應用領域拓展，將DPI作為解決數據智能應用的數據採集能力，給用户提供行業垂直數據智能應用，報吿期內應用和服務側業務較去年同期實現增長。
3、視頻大數據應用板塊，報吿期內子公司視達科中標山西新媒體EPG系統改造項目、江蘇廣電網絡CDN開發對接採購項目、天翼高清精準營銷支撐服務項目、深圳天威擴容項目等，其中天翼高清精準營銷支撐服務項目是視達科首次進入中國電信大屏端的運營支撐類項目，為視達科加強同電信各省分公司的合作奠定了基礎，有利於後續視達科軟終端、AI製圖、運營助手以及大小屏聯動等產品在電信側的深入拓展。視達科繼續積極參與運營商邊緣解耦的CDN系統建設，為未來高清時代和VR/AR時代，提供實時邊緣視頻流分發系統CDN，同時積極將智能算法能力用於視頻用户的經營上，開拓運營商視頻市場的份額。
預計公司2021年半年度非經常性損益對淨利潤的影響金額約402萬元。
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