海蘭信(300065.SZ):預計2023年淨虧損8000萬元–1.2億元
格隆匯1月30日丨海蘭信(300065.SZ)公佈,預計2023年淨虧損8,000萬元–12,000萬元,扣非淨虧損10,000萬元–15,000萬元,營業收入75,000萬元–95,000萬元。
2023年度,受船舶行業景氣度上升以及公司水下業務突破影響,公司在重構產業鏈和市場結構的努力中,整體收入開始提升;同時公司不斷推進降本增效,重新整合供應鏈體系,毛利率水平較去年同期提高6-10個百分點。報吿期內,公司繼續加大自主可控技術開發,同時在關鍵技術上繼續擴大研發投入,包括獲得了國內首套船用固態雷達DNV認證;掌握了水下濕插拔等深海裝備的國產化技術和能力;實現了海底觀測網的重要部件接駁盒順利交付;UDC海南示範項目一期工程交付等工程技術突破。在複雜的國際環境中,重構了供應鏈體系,健全了產業生態環境,這些關鍵環節的突破給公司報吿期後一年的大跨度發展奠定了良好的基礎。
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