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歐科億(688308.SH):預計下半年整包收入快速提升
格隆匯 09-05 10:30

格隆匯9月5日丨歐科億(688308.SH)發佈投資者交流會議紀要,2023年上半年,公司積極應對市場變化,通過研發技術創新、產品結構優化、聚焦優質市場、深入終端需求、完善海外佈局等多種方式推動公司各項業務平穩發展。2023年上半年,公司實現營業收入53,272.03萬元,同比增長1.34%;實現歸屬於上市公司股東的淨利潤10,843.20萬元,同比下降5.72%,其中計提股權激勵費用784.88萬元。

2023年上半年,數控刀具產品實現營業收入30,983.63萬元,同比增長7.43%;硬質合金製品實現營業收入22,251.19萬元,同比下降5.95%。2023年上半年,數控刀具銷量4543萬片,平均銷售單價為6.82元,毛利率為47.87%(不含外購刀具)。數控直銷和整包推進較快,由於上半年整包業務剛開始,從公司目前到手訂單和後期釋放來看,預計下半年整包收入快速提升。硬質合金製品中鋸齒刀片1.23億元,棒材收入6810萬元,合計銷量683噸,毛利率為15.07%。2023年一季度是硬質合金製品毛利率的最低點,二季度毛利率環比快速提升,毛利率環比上升超過2個百分點。

2023年上半年,海外市場形勢較好,上半年發貨總額為8033萬元,同比增速超過100%。從海外品牌店營收來看,海外收入佔比會持續提升,今年有望達到15%-20%,是公司很好的趨勢和特點。

2023年二季度以來,公司一方面通過優化渠道庫存,為後期增長提供動力;另一方面,公司加大了在終端大客户的整體解決方案佈局,以汽車及產業鏈、3C、航空航天、風電、醫療器械等領域為代表。

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