Core Viewpoint - The company has demonstrated rapid growth in its performance for 2024, with significant increases in both revenue and net profit, indicating strong market demand and effective business strategies [2]. Group 1: Performance Overview - In 2024, the company achieved operating revenue of 5.618 billion, representing a year-on-year growth of 29.22% [2]. - The net profit attributable to shareholders reached 2.645 billion, with a year-on-year increase of 31.55% [2]. Group 2: Meeting Products - The video conferencing industry is transitioning from privatization to public access, lowering the entry barriers for enterprises and expanding the market size [3]. - The company’s meeting product line generated revenue of 0.950 billion in the first half of 2024, reflecting a year-on-year growth of 51.27% [3]. - The integration of AI technology is enhancing the user experience and optimizing video conferencing solutions, which is expected to increase market share [3]. Group 3: Cloud Office Terminals - The development of unified communication platforms is driving the demand for cloud office terminals, which are essential for flexible and open workspaces [4]. - The company reported revenue of 0.200 billion from cloud office terminals in the first half of 2024, marking a year-on-year growth of 29.29% [4]. Group 4: Desktop Communication Terminals - The demand for desktop communication terminals is growing due to the shift from traditional analog communication to IP communication, driven by digital transformation needs [5]. - The company’s desktop communication terminal segment achieved revenue of 1.510 billion in the first half of 2024, with a year-on-year increase of 20.26% [5].
【亿联网络(300628.SZ)】业绩快速增长,成长空间广阔——跟踪报告之二(刘凯)