摩比發展(00947.HK)預計2023年度業績大幅改善,經營情況基本保持穩定
格隆匯3月1日丨摩比發展(00947.HK)公佈,集團預期截至2023年12月31日止年度之未經審核綜合虧損淨額將錄得超過人民幣8000萬元,而於2022年同期則錄得虧損淨額約人民幣2.3億元,預期虧損減少超過60%。
2023年經濟下行壓力持續加大,國際局勢複雜多變,地緣衝突、黑天鵝事件頻發,外部大環境較為惡劣。基於多年的客户與產品積累,經過團隊上下不懈努力,集團在2023年的經營情況基本保持穩定。虧損減少主要由於(i)受到此前國內主要運營商集採中標項目落地的拉動,相關需求在2023年不斷釋放,對其天線產品出貨不斷攀升,使得國內運營商客户的銷售收入較去年顯着增長;(ii)不斷優化費用結構以提升公司整體運營效率,持續多年成效顯着。但是部分國內運營商集採項目的收入將於2024年及之後確認;以及主要國際設備商客户生產佈局在2023年發生變化,新的工廠投產需要爬坡的過程,使得整體交付下降。以上綜合影響2023年整體銷售收入,進而影響淨利潤。
管理層對集團未來之發展仍充滿信心。董事會認為集團維持穩健的財務狀況及充足的營運資金,且集團將持續進行內部架構重組及員工優化,以讓內部溝通、決策及執行更有效率地進行。展望未來,董事會對電信業於中國內地以及全球市場的增長機遇仍然感到樂觀,亦將不時繼續審視集團的營運及策略以應對挑戰。
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