移爲通信(300590.SZ):半年度淨利潤預降60%-70%
格隆匯7月15日丨移爲通信(300590.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盈利2,960.85萬元–3,947.80萬元,比上年同期下降70%-60%;扣除非經常性損益後的淨利潤盈利1,871.95萬元–2,807.92萬元,比上年同期下降80%-70%。
2025年上半年全球經濟增長普遍放緩,疊加美國關稅衝擊和地緣衝突,對全球貿易產生了諸多負面影響。報告期內,公司實現營業收入近3.6億元,同比下降近25%,營業收入減少導致毛利額減少5,000多萬元。貿易摩擦、新產品升級替代、大客戶季節性、週期性需求波動等多重因素疊加是導致公司營業收入下滑的主要原因。2025年上半年綜合毛利率41%左右,近幾年毛利率較爲穩定。
報告期內,公司各項費用同比增加了近2,000萬元,主要源於幾方面因素:一是新項目開發推進,使得研發投入、產品認證等費用相應增長;二是營銷、研發等人工成本增加;三是受匯率波動折算的匯兌損益變化,財務費用有所增加;四是銷售拓展增長導致費用增加。
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