天和防務(300397.SZ)第三季度淨利潤預降55.83%-57.61%
格隆匯10月15日丨天和防務(300397.SZ)公佈,預計2021年前三季度歸屬於上市公司股東的淨利潤118萬元-155萬元,同比下降98.14%-98.58%;其中,第三季度歸屬於上市公司股東的淨利潤883.62萬元-920.62萬元,同比下降55.83%-57.61%。
報吿期內,工信部等十部委印發了《5G應用“揚帆”行動計劃(2021—2023年)》的通知,將着力打通5G應用創新鏈、產業鏈、供應鏈,協同推動技術融合、產業融合、數據融合、標準融合,打造5G融合應用新產品、新業態、新模式,為經濟社會各領域的數字轉型、智能升級、融合創新提供堅實支撐作為指導思想,大力推動5G全面協同發展,深入推進5G賦能千行百業,使5G+成為新型信息消費的升級行動、行業融合應用的深化行動、社會民生服務的普惠行動,驅動生產方式、生活方式和治理方式升級,培育壯大經濟社會發展新動能。在此政策背景與行業背景下,2021年7月18日,中國廣電及中國移動48萬站的5G700M無線網主設備集中採購招標結果正式公佈;2021年8月1日,中國電信及中國聯通24.2萬站的2.1GHz 5GSA建設工程無線主設備聯合集中採購招標結果正式公佈,對公司所處的行業及產業鏈帶來催化和提振。但由於報吿期內5G基站建設以共享共建方式開展,且700MHz頻段方案對公司產品需求數量下降較多,受此因素影響,使公司在較大市場佔比的情形下仍對報吿期公司業績產生較大影響。在軍品方面,受“十四五”軍品採購計劃尚未落實,影響了報吿期內軍品訂單的落地,對軍品收入造成了一定程度影響;此外,研發投入及銷售費用的增加對報吿期利潤也產生了一定影響。
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