异动解读|中兴通讯盘中下跌3.05%,板块走弱与利润率承压预期共振

行情直击
Nov 12

11月12日,中兴通讯盘中下跌3.05%,报19.72港元,成交额9776.96万港元。

消息面上,市场对公司业务结构变化带来的利润率压力仍有消化。公司前三季度营收1168.38亿元,同比增长16.23%,但归母净利润40.6亿元,同比下降23.71%;同时公司表示,算力产品收入占比提升至38%,虽毛利率同比改善,但仍低于网络产品,导致综合毛利率同比下降。

尽管公司披露算力、终端及国际市场三大引擎推动整体收入实现双位数增长,且6G核心专利累计超5000件,但短线资金更关注增收不增利与业务组合转变对盈利能力的扰动。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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