5G業務快速增長 摩比發展(00947.HK)中期純利升7.1%至1491萬元
格隆匯8月20日丨摩比發展(00947.HK)公佈,截至2020年6月30日止6個月,公司收入達約人民幣4.569億元,公司擁有人應占利潤約為人民幣1,491萬元,同比增加約7.1%,每股基本盈利約人民幣1.82分。
期間覆蓋延伸方案及其他產品的銷售額大幅增長約75.6%至約人民幣6,547萬元。期間中國國內移動通信的5G網絡建設投資明顯大幅增加,2020年上半年5G天線產品的收入較2019年同期大幅增長約9,355.2%至約人民幣1.043億元,佔比約為22.8%,並保持持續的快速增長態勢。與此同時,基於5G時代更加豐富的應用場景,集團進一步深度參與垂直行業應用落地,新業務拓展取得了突破性的進展,相信這將成為集團新的增長點。
2020年上半年國內市場的5G網絡規模化建設的啟動,為集團的業務帶來了持續增長的機會。由於5G網絡中高頻段建設採用捆包採購的交付模式,集團的5G天線系統產品與射頻子系統產品均交付給網絡解決方案設備商,因此2020年上半年集團對中國設備商客户的銷售規模較2019年同期大幅增加約42.7%至約人民幣1.991億元,佔當期總收入的比重上升至約43.6%。
此外,截至2020年6月30日止6個月,集團確認約人民幣855萬元為資本化開支。經資本化後,研究及開發成本由2019年上半年約人民幣4,557萬元增加約9.0%至2020年上半年約人民幣4,967萬元,主要是由於研發人員結構調整、工資、研發材料費、測試費、無形資產攤銷及知識產權費等費用增加所致。
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