直真科技(003007.SZ):半年度預虧4000萬元-4600萬元
格隆匯7月11日丨直真科技(003007.SZ)公佈2025年半年度業績預告,1-6月公司實現歸屬於上市公司股東的淨利潤虧損4,000萬元—4,600萬元,上年同期虧損2,317.57萬元;扣除非經常性損益後的淨利潤虧損4,100萬元—4,700萬元,上年同期虧損2,570.39萬元;基本每股收益虧損0.39元/股—0.45元/股。
公司營業收入呈現明顯的季節性,第四季度佔比較高,而管理費用、銷售費用及研發費用的發生在各個季度較爲平均,因此公司2025年上半年出現虧損。虧損同比產生差異的主要原因包括:(1)受電信運營商降本增效策略的影響,公司2024年軟件開發業務訂單規模同比有所下降,這對2025年上半年收入目標的實現帶來一定影響。爲此,公司正積極推進下一代OSS產品研發平臺建設,在此基礎上開發面向自智網絡的關鍵應用,爲OSS業務實現增量收入提供更多商機。(2)在算力新業務領域,公司正處於快速發展階段。目前相關算力建設、算力服務項目正有序推進,待達到可使用、可運營狀態後,逐步實現收入。
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