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鼎陽科技(688112.SH):上半年高端產品和境內市場保持更高的增長勢頭,成為公司業績增長核心引擎
格隆匯 09-19 09:50

格隆匯9月19日丨鼎陽科技(688112.SH)在2023年半年度網上業績説明會上表示,2023年上半年,公司通過持續高強度的研發投入,產品和技術持續迭代升級,包括行業四大主力產品在內的全部產品全面持續高端化。報吿期內,公司各檔次產品量價齊升,全球市場滲透持續發力,進口替代加速,尤其是高端產品和境內市場保持了更高的增長勢頭,成為公司業績增長核心引擎。

2023年上半年,公司實現營業收入23,488.29萬元,同比增長43.27%;實現歸屬於母公司股東的淨利潤8,340.70萬元,同比增長47.54%,已超2021年全年淨利潤水平;實現扣除非經常性損益後歸屬於公司普通股股東的淨利潤8,647.33萬元,同比增長66.05%。剔除利息收入影響,公司淨利潤同比增長71.64%,扣非歸母淨利潤同比增長103.09%。2023年上半年,公司毛利率提升至60.96%,同比增長4.68個百分點。隨着公司產品高端化的進程不斷加快,適合直銷產品越來越豐富,公司持續優化直銷隊伍,加強各行業典型大客户的銷售推進工作。本期,直銷收入同比增長98.08%,直銷產品毛利率65.16%,進一步快速拉動公司收入以及盈利能力的快速增長。

截至目前,公司已研發出技術門檻相對較高的輸出頻率達1GHz的任意波形發生器、4GHz帶寬的10-bit/12-bit高分辨率數字示波器、40GHz最高輸出頻率的射頻微波信號發生器、26.5GHz的高端頻譜分析儀,26.5GHz的四端口矢量網絡分析儀等相對較高檔次產品,並在主要市場批量銷售且銷售額逐年迅速增長,為經營業績的增長奠定了穩定的產品基礎。

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