中興通訊(00763.HK)上半年扣非淨利潤增長31.78% 毛利率升6.18個百分點至43.22%
格隆匯8月18日丨中興通訊(00763.HK)公佈，2023年上半年，公司確定“精準務實，穩健增長”的經營策略，堅持業務精準定位、資源高效投放、流程持續優化，積極把握數字經濟、人工智能、綠色低碳等發展機遇，實現營業收入607.0億元，同比增長1.48%。歸屬於上市公司普通股股東的淨利潤為54.7億元，同比增長19.85%；歸屬於上市公司普通股股東的扣除非經常性損益的淨利潤為49.1億元，同比增長31.78%；基本每股收益為1.15元。
2023年上半年，集團國內市場、國際市場營業收入分別實現431.1億元、175.9億元，佔營業收入比例分別為71.02%、28.98%。2023年上半年，集團運營商網絡、政企業務、消費者業務營業收入分別實現408.1億元、58.7億元、140.2億元，佔營業收入比例分別為67.23%、9.68%、23.09%。
集團2023年上半年整體毛利率同比上升6.18個百分點至43.22%，主要由於運營商網絡毛利率上升所致。從業務分部看，運營商網絡毛利率為54.20%，較上年同期的45.31%上升8.89個百分點，主要由於收入結構變動及成本優化所致；政企業務毛利率為27.51%，上年同期則為27.36%，較上年同期略有上升；消費者業務毛利率為17.82%，較上年同期的19.29%下降1.47個百分點，主要由於國內家庭信息終端毛利率下降所致。
集團2023年上半年研發費用12,791,032千元，同比增長26.00%，佔營業收入比例為21.07%，同比上升4.10個百分點，主要由於集團持續進行5G相關產品、芯片、服務器及存儲、創新業務等技術領域的投入所致。
面向運營商雲網業務，公司強化算力基礎設施相關軟硬件產品研發和創新，抓住國內運營商加大投入雲網、算網建設機會，實現算力產品的快速培育。服務器及存儲領域，2023年初，公司發佈G5系列服務器，支持液冷散熱，具備高密度算力、靈活擴展、異構算力、海量存儲、穩定可靠等特性，上半年國內運營商市場服務器發貨量保持領先地位。數據中心交換機和新型數據中心領域，公司推出新一代400GE/800GE數據中心交換機，支持單槽14.4T，助力客户打造架構優、功能全、高可靠的智算中心網絡；併發布新型數據中心，從綠色節能、快速易構、智慧管理、安全可靠四個方面建設高可用數據中心，推出電力模塊、液冷系統等創新節能產品，PUE可低至1.13，全面支持國內東數西算工程。
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