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业绩会实录 | 通力电子(01249):未来重点发展智能音箱和耳机业务

2019-03-16     牛牛财经   来源:
文章摘要:3月15日,通力电子(01249)在香港举行2018年全年业绩发布会。集团首席财务官兼执行董事任学农对智通财经APP表示,2018年集团营收上升,主要得利于智能音箱的发展,智能音频占比大幅增长,同比增长173%。视频业务有所下降,预计未来会更低。他还表示,2018年….

3月yue15日ri,通tonglidianzi(01249)在zaixianggangjuxing2018年nianquannianyejifabuhui。集jituanshouxicaiwuguanjianzhixingdongshirenxuenongduizhitongcaijingAPP表biaoshi,2018年nianjituanyingshoushangsheng,主zhuyaodeliyuzhinengyinxiangdefazhan,智zhinengyinpinzhanbidafuzengchang,同tongbizengchang173%。视shipinyewuyousuoxiajiang,预yujiweilaihuigengdi

tahuanbiaoshi,2018年nianmaolilvxiajiangzhuyaoshishoudaorenminbihuilvbodong、原yuancailiaojiageshangzhang、以yijizhaogongnanduzengdadaozhipaiqiangongbilizengjiadengyinsuyingxiang

weilai,将jiangzhongdiantouruzhinengyuyinjishu,成chengweizhinengyuyinyinxiangshichangdezhuyaogongyingshang。同tongshiyejiangbuduanqianghuaerjileichanpindejishuyanfa

caibaoxianshi,集jituan2018年nianyingyeewei73.03亿yigangyuan,同tongbizengchang23.5%。毛maoliwei8.32亿yigangyuan,同tongbizengchang0.8% 。母mugongsiyongyourenyingzhanyiliwei2.23亿yigangyuan,同tongbizeng12.3%。每meigujibenyingliwei87.24港gangxian,拟nipaifamoqiguximeigu30.0港gangxian

nianneiyinpinchanpinzongtixiaoshoueyue55.43亿yigangyuan,较jiaoquniantongqishangsheng23.9%。耳erjixiaoshoueyue7.05亿yigangyuan,较jiaoquniantongqishangshengyue1.4倍bei。视shipinchanpinxiaoshoueyue3.82亿yigangyuan,较jiaoquniantongqixiajiang44.2%。IoT相xiangguanchanpinxiaoshoueyue1.756亿yigangyuan,较jiaoquniantongqishangshengyue1.1倍bei。配peitaochanpinzongtixiaoshoueyue4.62亿yigangyuan,较jiaoquniantongqishangsheng43.8%。

yixiashizhitongcaijingAPP整zhenglideyejifabuhuiwendashilu

wen:公gongsizaizhinengyinxiangheerjichanpingongyingshangshifoujuyouyoushi?体tixianzainali?

da:去qunianzhelianggeyewuyouqishixiaoshoushouruzengchangchaoguoliaowomendeyuqi。2018年nianzhinengyinxiangdequanqiuchuhuoliangyuewei8620万wantai,较jiao2017年nianfanfan。目muqianzhenggexingyegejuzhuyaojizhongzaijijiazhongmeihulianwanggongsi,美meiguozhuyaoshiyamaxunheguge,Facebook量liangbuda,中zhongguobiaoxianzaiali、百baidu、小xiaomisanjiazhijian

qunianwomendezengchangzhuyaoyuanyugongsichenggongdinadaoliaozhewujiazhongdegongyingdiwei,客kehumingchengbu便bianduotoulu。在zaidaigongxingye,早zaojigeyuejiuhuiyouxianfayoushi,且qiekehuyejiaoweijizhong。公gongsinenggounadaogaigongyingdiwei,也yezhuyaodeyiyuwomenyuliangnianqian便biankaishitouzi

jidegongsiliangnianqianlaixianggang便biandaizhuojingdongdediyidaichanpin,是shizhongguodediyidaiyinxiang。虽suirandangshichanpinguimomeiyouhenda,但dancongnashikaishiwomenduizhinengyinxiangshichang便bianyousuoliaojie,市shichangyousuojilei。不buluncongshangyouSoC芯xinpian、麦maikefengzhenlie(降jiangzaojishu),还huanshineibujianliqifuheguojibiaozhundeshiyanshi,我womenduyuxiangguangongsijianliliaohenhaodehezuoguanxi

zhinengpinleihuanzaikuaisuyanbian,市shichanghuanzaijixufangda,中zhongguoshichangyezhengbiandeyuelaiyuezhongyao。我womenyezaiguanchanagekehunenggougengkuaizuochuzhinengpinleidebihuan,形xingchengjiankangchixudeshangyemoshi。这zheshiwomenguanchazhinengyinxiangshichangnengfoujiankangchixuzengchangdeyaodian

xianzailaikan,市shichangzhengzaixianglianggefangxiangfazhan。一yishizhinengpingbanlei,在zaizhinengyinxiangzhihoukuaisuzengchang,带daipingzhihoudejiaohuxinggengqiang,有youjiaoyu、视shipindianhua、视shipindianbo、广guanggaodenggengduodeyingyongchangjing,更gengyiyubihuanyingyong。第dierzeshichuizhiyingyong,追zhuizhuozhinengyinxiangdetui广guanghefazhan,智zhinengyinxiangnenggouchanshengyonghuzhanxinghechangqiyingyongdechangjinghuiyuelaiyueqingxi

erjipinleimuqianshixiaofeidianzixingyelingwaiyigeremenlingyu,主zhuyaoyouzhenwu线xianerji(TWS)、数shuzizhudongjiangzao(ANC)、及jizhinengyuyinjishusandaredian,也yeshiwomentouzidezhongdian。耳erjidezengchangduiwomenlaishuoyeshichaoyuqide,投tourushichangshijianjiaoduan,仅jin3、4年nianshijian。2018年nianzengchang135%,2019年nianbuganshuoyidingnengfanfan,因yinweijishuyijingbuxiao,但danhuanhuichixuzengchang

wen:目muqianjigegongchangdebiaoxianruhe?产channengqingkuangruhe?

da:我womenmuqianzhongguoyousigegongchangzhengzaiyunzuo,其qizhonghuizhouyoulianggegongchang,2013年nianzuizaojianlidegongchangxianzaidushimanfuheyunyingliao,去quniansuoyouchanpinjibendushizijishengchan。我womendexingongchangfenliaoliangqijianshe,第diyiqizhuyaogeiwomenzuopeitaomosu,也yeshimanfuheyunying

qunianwomenkuozhanliaolianggewaimiandegongchang,一yigeshitongqiaogongchang,它taqishishiyoudongwanbanguolaide。该gaigongchangcongqunian6月yuefenkaishizhengshiyunying,到daoqunian11、12月yuefenyijingwanquanzoushangliaozhenggui,今jinnianyizhizaibijiaolianghaodeyunyingzhuangtai。另lingyigezaidongwanchangan,做zuojingmimosu。由youyuqunianxiabanniancaikaishizhengshiyunying,目muqianhuanchuyupapojieduan。产channengsuizhuokehudingdanbianhuayousuobiandong,今jinnianjiangzhongdiangaishanwaibulianggegongchangdechannengliyonglv

wen:公gongsishipinchanpinyijinglianxuhaojinianxiahua,未weilaishifouhuifangqizhekuaiyewu?或huoshouruzhanbichixuxiajiang?

da:我womenyuanyoujiaoshanchangdeshipinshichangyijingbeishoujihepingbanchidiao,如ruguobuxiangzuoshoujihepingban,那namezhegeshichangwomenjiuhuizhujianjianshaotouru

chuliaozaimouxietedingshichanghuanyouyixieDVD,比birushuolanguang。我womendeshangyoubandaotishangyijingtingzhiyanfaxinyidaipingtaihexinpian,所suoyizhegewomenmanmanhuifangdiao

jidingheyeshigegaodujizhongdeshichang,也yemeiyoushimetebiedezengchang。整zhengtilaishigehenpingwendeshichang,暂zanshibushiwomentouzidezhongdian。我womenmanmanshunqiziran

wen:未weilaijishufangmiandeyanfatourudagaishiduoshao?

da:关guanyuyanfatouru,多duonianlaiyanfadushiyigechixutouru,但danshiyanfabilizhejinianduzai3%—4%之zhijian。随suizhuoyingshouguimozengchang,比biliyehuishidangxiajiang,但danhuanshihuizai3%之zhishang。预yujitouruhuizai2.5亿yirenminbizuoyou

zibenkaizhifangmian,大dadekaizhizhuyaozai2017、2018年nian,仲zhongkaideerqichangfangyou8万wanduopingmi,现xianzaijibenwancheng。未weilaizhuyaojujiaozaizidonghuatouruhejingmizhusu。还huanyouyigeyuenangongchang,但danguimohuibiqianliangnianshao

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