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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  4月21日晚间,拓斯达(300607.SZ)发布2024年年报和2025年一季报。报告显示,拓斯达2024年营业收入为28.72亿元,较去年的45.53亿元,同比下降36.92%。归母净利润为-2.45亿元,去年同期为8803.34万元。

  对此,拓斯达方面解释称,公司主动调整业务结构,大幅收缩智能能源及环境管理系统业务规模,对净利润产生较大影响。报告期内,智能能源及环境管理系统业务收入较2023年度下降超50%,盈利能力大幅下滑,是造成业务大幅下滑及亏损的主要原因。

  拓斯达一季报显示,其第一季度营业收入3.62亿元,同比下降63.83%;归母净利润385.48万元,同比下降87.14%。对于营收下降,拓斯达在公告中透露,主要系一季度智能能源及环境管理系统业务收入较去年同期下降近7亿元。

  值得注意的是,拓斯达董事长、总裁吴丰礼在2024年年报中发布了题为《智变·新生》的致股东信,对转型期间的业绩下滑做出说明。

  “今年我给自己打的绩效是‘B’,虽然遗憾这一年没有向市场交出一份亮眼的答卷,但我内心却无比笃定。”吴丰礼表示,这一年,公司营收同比下降36.92%,出现了公司成立十多年来的首次亏损,但产品类业务的收入及毛利率同步增长。这些数字背后,是刀刃向内的战略决断,更是面向未来十年的躬身播种。

  同时,吴丰礼还表示,过去一年,公司大幅收缩项目类业务,导致收入和利润下降。但拨开表面的数据“迷雾”来看,其实业务结构明显改善,主业持续稳中向上。

  对于投资者关注的机器人业务,吴丰礼透露,2024年工业机器人收入同比增长12.50%,毛利率同比增加3.93个百分点,其中自产多关节工业机器人收入同比增长76.04%,机械手收入同比增长26.20%;注塑机、配套设备及自动供料系统收入同比增长18.67%。

  2025年一季度,拓斯达产品类业务收入同比增长8.87%,其中,工业机器人收入同比增长23.81%;注塑机、配套设备及自动供料收入同比增长5.97%;数控机床订单量超120台,订单金额同比增长超70%,来自人形机器人、低空飞行器等新兴行业需求明显增多。

  (声明:文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。)

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