廣聯航空(300900.SZ):存在季節性特徵,一般情況下半年度營業收入佔比較高
格隆匯5月12日丨廣聯航空(300900.SZ)於2023年5月10日召開電話會議,交流互動環節中,就“公司年內的收入確認節奏估計是怎樣的?一季度淨利率相比q4有下滑,主要原因是什麼?”,公司回覆稱,公司的主營業務為航空工裝、航空航天零部件及無人機,受客户、行業特點以及終端客户結算流程的影響,存在季節性特徵,一般情況下半年度營業收入佔比較高。淨利率變化受當期營收構成、費用率等因素影響,公司一季度整體投入較大,研發費用、管理費用、財務費用等隨着業務發展同向增長,目前淨利率處於正常區間,不同週期的淨利率水平與公司當期經營發展情況息息相關。
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