智通财经APP获悉，云想科技(02131)午后跌超23%，截至发稿，跌21.67%，报0.47港元，成交额262.62万港元。
消息面上，云想科技拟于3月31日举行董事会会议批准年度业绩。公司盈警公告显示，预料截至2024年12月31日止年度将由盈转亏，录得净亏损不低于1.96亿元人民币，对比2023年同期净溢利为约700万元人民币；2024年度毛利料降至不低于1.38亿元人民币，而2023年度毛利则为约2.51亿元人民币。
董事会认为，2024年年度的财务变动主要是由于互联网用户增速逐步放缓，市场进入存量竞争阶段。与收入增长相对应的流量成本持续上升，且为应对市场竞争获客成本有所提高，从而压缩了毛利空间；由于集团经营所在行业取消增值税加计抵减，以及该年度股份酬金支出增加。同时，鉴于当前市场整体风险的变化适当提高了贸易应收款项计提的一般性信贷亏损拨备，从而影响整体利润表现。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.