牧高笛(603908.SH)半年度淨利潤預增112.12%左右
格隆匯7月14日丨牧高笛(603908.SH)公佈2022年半年度業績預增公吿,公司預計2022年半年度實現歸屬於上市公司股東淨利潤1.13億元左右,同比增長112.12%左右;預計2022年半年度實現歸屬於上市公司股東的扣除非經常性損益的淨利潤1.11億元左右,同比增長138.65%左右。
本期業績預增的主要原因:
報吿期內,公司主營業務受益國內外露營行業需求增長,實現營收與利潤的較好增長。2022年上半年,公司預計實現主營業務收入8.64億元左右,同比增長60.77%左右。其中:外銷(OEM/ODM)業務預計實現營業收入5.18億元左右,同比增長24.81%左右;品牌業務預計實現營業收入3.46億元左右,同比增長182.46%左右。淨利潤增速高於營業收入增速主要系品牌業務收入佔比持續提升,公司綜合毛利率提升。
品牌業務收入實現高速增長,主要系報吿期內國內露營裝備市場需求旺盛,公司自有品牌(牧高笛MOBIGARDEN)的露營裝備及周邊(以下簡稱“大牧”)銷售渠道收入高速增長。其中:大牧線上自營渠道2022年上半年收入1.47億元左右,同比增長248.21%左右;大牧線下(專業裝備分銷與大客户)渠道2022年上半年收入1.68億元左右,同比增長338.45%左右。
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