吉視傳媒(601929.SH):預計半年度淨虧損1.87億元至2.33億元
格隆匯7月14日丨吉視傳媒(601929.SH)公佈,1.經財務部門初步測算,公司2025年半年度實現歸屬於上市公司股東的淨利潤為負值,預計為-18,659.09萬元至-23,323.87萬元。2.歸屬於上市公司股東的扣除非經常性損益的淨利潤預計為-19,715.44萬元至-24,644.30萬元。
1.吉視傳媒整體業績預計仍處於虧損狀態,但營業收入預計有所增長,不同業務板塊呈現出明顯的分化特徵。其中,公眾客户業務收入預計下滑,主要受行業競爭加劇、互聯網及新媒體快速發展、用户收視習慣與方式改變等因素影響,導致有線電視基礎用户續費率下降,寬帶互聯網用户發展未達預期;集團客户業務收入預計增長顯著,主要得益於公司抓住信息化、數字化、智能化發展帶來的產業機遇,推動集團客户業務合同額訂單增加,同時與之相匹配的業務成本也出現了增長;IPTV業務收入預計小幅增長,源於IPTV資產注入形成的有線電視與IPTV一體化運營協同效應;其他業務收入則預計略有減少。2.從成本端來看,營業總成本預計呈上升趨勢。儘管公眾客户市場通過降本增效使成本有所降低,但集團客户業務因收入增長帶來的成本大幅增加,疊加多業子公司和其他業務成本的一定增長,共同推高了整體成本,這也成為業績虧損的重要原因之一。3.預計確認的相關權益(涵蓋投資收益、營業外收支淨額等)也將有所減少,進一步對整體業績產生影響。
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