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海康威視(002415.SZ):截止目前二季度國內增長情況較好,相信2023年會逐季向上
格隆匯 04-17 08:39

格隆匯4月17日丨海康威視(002415.SZ)於2023年4月15日召開業績説明會,公司表示,當前國內經濟處於復甦向上的過程中,我們努力夯實業務基礎,注重營收質量,爭取有效益的增長。在海外國家,公司將根據經濟發展環境和地緣政治環境決定資源投入力度。雖然過去兩年環境變化較大,但公司的業務佈局優勢、行業競爭地位依然保持。2023年一季度公司營收162.01億,比去年同期下降1.94%。從2022年一季度到2023年一季度的5個季度,各季度營收的同比增速分別為:18.11%,4.13%,3.39%,-9.10%,-1.94%,各季度歸母淨利潤的同比增速分別為5.29%,-19.41%,-31.29%,-31.50%,-20.69%。2023年一季度相對於2022年各季度的營收、淨利潤逐季下降的趨勢已明顯收斂,整體趨勢向好。企業的數字化轉型勢頭較好,EBG已率先恢復正增長。海外市場受政治因素、通脹等方面影響,整體出現負增長,但部分發展中國家需求情況尚可。截止目前,二季度國內增長情況較好,我們相信2023年會逐季向上。

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