A股異動 | 震安科技升近7% 23Q1新訂單顯著增長
格隆匯5月15日丨震安科技(300767.SZ)升6.61%,報33.56元,總市值82億元。公司公吿稱,1月至2月上旬受節假日等因素影響,且部分項目客户要求延期發貨,導致公司發貨同比明顯下降,進而導致在建工程轉固、折舊及可轉債利息費用等成本費用的分攤提高造成一季度業績出現較大幅度下滑。但公司一季度期末合同資產3978萬億,比期初增長12.5%,新簽訂單增長明顯,且預計大部分集中在3月釋放,公司預計單月新簽訂單規模體量較此前有大幅提高,或預示前期延後的需求有望逐步釋放。

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