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喬鋒智能(301603.SZ):上半年淨利潤增27.57%至1.14億元 擬10派8元
格隆匯 08-27 21:52

格隆匯8月27日丨喬鋒智能(301603.SZ)公佈2024年半年度報吿,報吿期營業收入8.07億元,同比增長6.22%;歸屬於上市公司股東的淨利潤1.14億元,同比增長27.57%;歸屬於上市公司股東的扣除非經常性損益的淨利潤1.13億元,同比增長31.16%;基本每股收益1.26元;擬向全體股東每10股派發現金紅利8.00元(含税)。

報吿期內公司營業收入和淨利潤實現雙增長,驅動業績發展的主要因素為:

1、生產基地建成投入使用,產能緊張得到緩解。隨着公司在東莞、南京新建廠房陸續投入使用,公司的產能得到了顯著提升,有效緩解了長期以來的產能緊張問題。

2、重點領域的深耕與收穫。經過幾年的培育,公司在新能源汽車、3C等領域的投入已經開始產生效益,進入收穫期。加上3C、新能源汽車行業毛利相對較高,帶動公司整體毛利率小幅提升。

3、新培育產品批量銷售,帶來新增長極。自2020年起,公司在原有產品線的基礎上,陸續開發了數控車牀、數控磨牀、高端卧加、五軸加工中心及配套自動化線等新產品,這些產品已經開始在市場上銷售並貢獻業績。公司自主研發的核心部件,如主軸和動力刀塔等,也已經廣泛應用於產品中,有望成為推動公司業績增長的新引擎。

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