億聯網絡(300628.SZ):預計Q2至下半年的業績能恢復至正常的業務趨勢
格隆匯4月25日丨億聯網絡(300628.SZ)於2023年4月23日召開線上業績説明會,就2023年第一季度公司整體業績情況,公司表示,2023年第一季度,公司營業收入和淨利潤較上年同期相比均有所下滑,主要是受到海外經濟形勢偏弱的影響,經銷商備貨相對謹慎,公司需求出現短期波動,但短期業績波動不影響長期市場趨勢向好。從經銷商的下游銷售數據來看,也呈現逐月環比增長的趨勢,我們認為目前經銷商庫存水平已處於相對低位,進一步降庫存的可能性比較低,我們判斷經銷商的拿貨意願會隨下游銷售向好而逐漸增強,因此預計Q2至下半年的業績能恢復至正常的業務趨勢。
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