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長飛光纖光纜(06869.HK)上半年歸母淨利4.79億元 同比增加82.5%

格隆匯8月28日丨長飛光纖光纜(06869.HK)公佈中期業績,報吿期間,營業收入約為人民幣43.517億元,較去年同期增加約27.7%;毛利約為人民幣10.113億元,較去年同期增加約18.9%;歸屬於母公司股東的淨利潤約為人民幣4.792億元,較去年同期增加約82.5%;與去年同期比較,集團來自國內客户的收入增幅約16.4%,集團來自海外客户的收入增幅約59.4%。

自2018下半年起,光纖光纜行業進入調整期。電信運營商需求的萎縮疊加前期擴產產能的釋放對行業供需關係產生不利影響,進而致使國內外光纖光纜平均單價階梯式下行。同時,由於製造成本彈性相對較低,單價的快速下滑對行業利潤水平形成較大擠壓。面對調整期壓力,公司鞏固了主營業務在技術研發及成本效率方面的國際領先優勢,並在多元化及國際化領域取得突破。目前,國內以5G和千兆光網為代表的“雙千兆”通信網絡建設不斷加速;而在海外市場,通信基礎設施的重要性不斷提升、光纖網絡建設需求加速釋放。隨着國內外行業需求呈現企穩回升趨勢,公司預計將實現長期可持續發展。

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