GoerTek 2015 net profit fell 20% to do Foxconn hot column VR industry to fund thousand thousand shares on stock diagnosis the latest rating simulated trading client Sina Level2:A shares of sina finance: App speed Kanpan live on-line blogger to tutor – trainee newspaper reporter Xie Lin recently, with the 2016 Mobile World Congress (MWC VR) held once again become a hot topic in VR involving listed companies, it is worth mentioning that the only domestic manufacturers substantial participation in international supply chain GoerTek VR. Like most of the traditional manufacturing companies, GoerTek was also facing pressure from the economic downturn in 2015. According to GoerTek 2015 performance forecast, the company expects 2015 net profit attributable to shareholders of listed companies 1 billion 160 million yuan to 1 billion 492 million yuan, down 10% to 30%. In this regard, GoerTek deputy general manager Jia Junan told the "Securities Daily" reporter said, in 2015 net profit fell about 20%, the main reasons are: R & D investment increased significantly, an increase of about 1; 2015 convertible bonds cost about 110 million yuan, while the 2014 is not the cost, key factors this is the effect of net profit; market sales is less than expected. Fortunately, GoerTek acoustics has launched a series of strategic transformation measures. 2016 shipments or blowout days ago, HTC announced that the first significant virtual reality (hereinafter referred to as the first significant equipment HTC Vive) consumer version in February 29th, officially opened the pre-sale price of $799. In 2014, Facebook bought Oculus for $2 billion, igniting the first fire of consumer VR products, making it a hot new technology field. At the same time, since 2015, Samsung, Google, Microsoft, apple and other science and technology giants have also set foot in them. With the appearance of VR products of major manufacturers, the veil of A shares listed companies as suppliers has also been unveiled. According to the "Securities Daily" reporter preliminary statistics, the company has about 61 A-share listed companies involved in the VR A industry chain. Among them, GoerTek acoustics is one of the largest suppliers in the market. It is understood that GoerTek acoustics is currently the exclusive ODM supplier of Oculus company Sony Corp, is the only real participation in the international VR supply chain vendors. "GoerTek in the VR industry chain participation is not only the assembly also includes a supply optical lens and acoustic components, the competitive ability of the whole design is professional, referred to as ODM." Shun securities analyst An Yongping TMT told the "Securities Daily" reporter said, GoerTek acoustic optical lens supply provided by the company’s subsidiary song song optical and acoustic components; is the traditional strengths of the business. "If the status of Oculus in the VR industry, the equivalent of apple in the mobile phone industry status; then, GoerTek is equivalent to the VR industry to do the design of" Foxconn "". On January of this year

歌尔声学2015年净利润下滑20% 要做VR行业的富士康 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   ■本报见习记者 谢若琳   近日,随着2016年世界移动通信大会(MWC)举办,VR再度成为热门话题,而在涉及VR的上市公司中,值得一提的是,国内唯一实质参与国际VR供应链的厂商歌尔声学。   与大多数传统制造业企业一样,2015年,歌尔声学同样面临经济形势下滑的压力。据歌尔声学2015年业绩预报显示,公司2015年预计实现归属于上市公司股东的净利润为11.60亿元至14.92亿元,同比下滑10%至30%。   对此,歌尔声学董秘贾军安在接受《证券日报》记者采访时表示,2015年公司净利润下滑大约在20%左右,主要原因有:研发投入大幅增加,大约增加了1个点;2015年可转债的费用大约为1.1亿元,而这2014年并没有这笔费用,这也是影响净利润的关键因素;市场销售不及预期。值得庆幸的是,歌尔声学已经展开了一系列战略转型措施。   2016年出货量或井喷   日前,HTC宣布,虚拟现实头显(以下简称:头显)设备HTC Vive消费版将于2月29日,正式开启预售,售价799美元。2014年,Facebook斥资20亿美元收购Oculus公司,点燃了消费端VR产品的第一把火,使之成为炙手可热的新科技领域。与此同时,2015年以来,三星、谷歌、微软、苹果等科技巨头也都纷纷涉足其中。   随着各大厂商VR产品的亮相,A股上市公司作为供应商的面纱亦随之揭开。据《证券日报》记者初步统计,公司约有61家A股上市公司涉及VR产业链。其中,歌尔声学是市场规模最大的供应商之一。   据了解,歌尔声学目前是Oculus公司索尼公司的独家ODM供应商,是国内唯一实质参与国际VR供应链的厂商。“歌尔声学在 VR 产业链中参与的环节不仅是组装,还包括供货光学镜头与声学组件,其竞争力在于整体的设计能力,专业统称为ODM。”安信证券TMT分析师安永平在接受《证券日报》记者采访时表示,歌尔声学供货的光学镜头由公司控股子公司歌崧光学提供;而声学组件则是其传统强项业务。“如果说Oculus在VR的行业地位,相当于苹果在手机行业的地位;那么,歌尔声学就相当于VR行业里做设计的‘富士康’”。   今年1月份,Oculus消费者版套件开始接受预订,售价599美元的。值得一提的是,在开售后的15分钟里,准备预售的4000台设备就被一扫而空。火热程度可见一斑。   此外,据全球最大的经济和金融分析机构之一HIS发布的分析报告显示,2016年 Sony PS VR将卖出150万台、Oculus Rift将卖出56万台、HTC Vive将卖出44万台。可以预计的是,随着VR行业爆发,歌尔声学的出货量也将呈现井喷态势。   2015年净利润同比下滑   不过,虽然未来光明,但是歌尔声学的现实状况窘迫,令人担忧。根歌尔声学2015三季报显示,2015年第三季度,公司实现营业收入36.80亿元,同比下滑0.15%;实现的净利润3.36亿元,同比下滑27.26%。2015年前三季度,公司实现营业收入90.96亿元,同比增长8.83%,实现净利润853,451,370.36,同比下滑16.74%。   对此,歌尔声学表示,受智能手机、平板电脑市场增速放缓影响,公司收入增速放缓。记者翻查其2015年半年报时发现,公司研发费用大幅增加。2015年上半年,歌尔声学实现净利润净利润9.04亿元,同比增长8.50%;同时,公司投入研发费用3.75亿元,比上年同期的2.87亿元增长了30%。   此外,值得一提的是,2015年7月份,歌尔声学还以现金2000万美元(约合人民币约为1.2亿元)的方式,认购了专注人机交互产品的互联网创业公司Mobvoi Inc.12.50%股权。歌尔声学表示,公司希望通过外延式发展,布局新的智能硬件领域,扩大生产规模,实现产业资源优势互补。   对此,歌尔声学表示,2015年上半年,面对复杂国内外经济形势,宏观经济下行和行业增速放缓压力,公司管理层审时度势,紧紧围绕“大声学、可穿戴、传感器、精密制造”四大产品战略方向,把握“互联网+”时代新的智能硬件产业机遇,以智能移动终端产业为核心,以市场和技术为导向,拓展智能音响、智能可穿戴设备、智能娱乐、智能家居等战略领域新的业务增长点。“2015年上半年,公司拟在国内设立歌尔丹拿、歌尔南京子公司,在国外拟设立丹麦、瑞典子公司。通过在相关子公司的设立,公司国际化布局日益完善,已经在电子产业集聚的主要地区完成布局。” 进入【新浪财经股吧】讨论相关的主题文章: