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科大讯飞:神话该破灭了???

17-07-12 23:38 4251次浏览
浮于江湖者
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最近,002230大批资金在里面折腾,不断给各家券商送手续费,就是不赚钱,索性老子不玩了,一把梭扔了。 今天看到有人还在吹,我也来吹一吹,看看谁有道理? 一、技术,吹起来很牛逼,实则并不难啊 技术前景,这没边的事,谁说谁有理,简单说说: 阿里、百度 是不是好惹的主?巨头挺进语音识别,但是工资002230都掏不起吧,002230的AI业务前景非常之堪忧啊! 再说,就客户体验而言,语音识别根本不难啊,有人说连搜狗都做得好。 难的是语义识别,试问讯飞做到了吗?年报里没看到一个字啊 再说说讯飞的财务数据 1、先看看这些财务数据,没看见高成长啊?
-2017-03-312016-12-312016-06-302016-03-312015-12-312015-06-302015-03-312014-12-31
报告期一季报年报中报一季报年报中报一季报年报
同比增长率--------
每股收益-基本 (%)20.008.8266.67-16.676.2520.0033.3327.03
每股收益-稀释 (%)20.008.8266.67-16.676.2520.0033.3327.03
每股经营活动产生的现金流量净额 (%)-158.58-43.22-354.31-21.45-23.40-1,718.75-93.18-17.23
营业总收入同比增长率 (%)35.2932.7840.7055.8440.8760.4455.0441.60
营业收入同比增长率 (%)35.2932.7840.7055.8440.8760.4455.0441.60
营业利润 (%)-7.4728.88176.6334.633.36-1.8439.7833.53
利润总额 (%)5.8120.7374.351.377.1021.7325.2935.30
归属母公司股东的净利润 (%)4.6913.9078.976.1312.0922.5230.8336.00
归属母公司股东的净利润-扣除非经常损益(%)12.39-19.328.315.099.51-11.1215.7431.94
经营活动产生的现金流量净额(%)-165.55-41.95-383.80-94.2822.74-2,551.74-231.1741.88
净资产收益率(摊薄) (%)-10.041.107.85-35.96-33.718.5216.3621.47
相对年初增长率--------
每股净资产 (%)4.6310.191.641.735.53-31.193.60-34.68
资产总计 (%)1.6124.1210.552.7862.296.48-1.5719.47
归属母公司的股东权益 (%)5.5112.662.202.1569.104.144.2211.96
数据来源:wind 2、细分业务 营业收入分业务来看,大头教育和工程的增长都30%不到,剩下最炫的AI收入只有那么一点点,纵使每年翻倍,对业绩影响不大啊 而且政府补助占净利的1/3左右。
-2016-12-312016-06-302015-12-312015-06-302014-12-31
报告期年报中报年报中报年报
报表类型合并报表合并报表合并报表合并报表合并报表
营业总收入3,320,476,689.571,462,110,305.432,500,799,130.071,039,152,002.821,775,210,612.95
产品3,320,476,689.571,462,110,305.432,500,799,130.071,039,152,002.821,775,210,612.95
行业应用产品系统1,419,084,693.46605,938,686.64673,626,217.48275,975,496.331,021,155,044.86
互联网产品和增值运营447,080,995.88212,917,068.74---
电信增值产品运营404,160,609.81187,266,012.25---
智能硬件产品35,264,995.4823,005,713.66---
互联网运营服务7,655,390.592,645,342.83---
IFLYTEK-C3396,643,539.32156,571,324.19247,834,704.3493,796,252.13152,006,887.99
公共安全行业产品242,959,979.2580,559,164.32---
智慧城市行业应用153,683,560.0776,012,159.87---
支撑软件及产品354,764,311.69157,132,732.35---
客服行业产品和解决方案194,794,057.1472,144,457.71---
人机交互产品和解决方案159,970,254.5584,988,274.64---
大数据产品和服务220,595,846.5779,317,561.36112,782,291.5141,818,203.0033,971,548.97
通信数据分析应用132,043,059.3649,377,742.58112,782,291.5141,818,203.0033,971,548.97
大数据广告平台88,552,787.2129,939,818.78---
语音评测与教学产品----595,023,720.23
语音数码产品----595,023,720.23
电信语音增值产品--313,009,221.63140,361,041.20205,716,550.25
其他主营业务-----
教育行业产品和服务1,024,747,674.95415,310,228.54760,502,206.57314,486,426.2666,483,593.50
教育产品和服务911,072,902.97358,332,971.91660,094,467.08269,990,605.77-
教育教学113,674,771.9856,977,256.63100,407,739.4944,495,820.4966,483,593.50
信息工程与运维服务865,149,347.99435,850,514.7635,558,621.1215,766,399.39435,969,470.82
信息工程832,508,533.29419,086,234.28---
音视频监控32,640,814.7016,764,280.4835,558,621.1215,766,399.3934,436,337.42
运维服务-----
语音支撑软件--303,061,211.6692,857,747.83245,949,724.62
其他业务11,494,973.175,010,875.49728,050,873.24340,065,933.015,652,779.15
地区3,320,476,689.571,462,110,305.432,500,799,130.071,039,152,002.821,775,210,612.95
中国大陆3,292,197,507.701,457,099,429.942,493,723,588.771,036,156,782.721,769,557,833.80
港澳台及海外16,784,208.70----
其他业务(地区)11,494,973.175,010,875.497,075,541.302,995,220.105,652,779.15
营业收入3,320,476,689.571,462,110,305.432,500,799,130.071,039,152,002.821,775,210,612.95
其他类金融业务收入-----
营业总成本3,083,291,068.341,379,535,890.302,242,163,759.52976,470,145.381,499,865,867.27
营业成本1,642,984,251.84763,493,113.021,278,030,596.39526,151,381.79787,583,728.98
营业税金及附加30,230,470.6414,446,761.1722,721,766.5811,103,118.6525,186,096.23
销售费用648,741,756.43249,470,635.16375,465,846.86150,900,289.73240,084,092.69
管理费用729,454,216.96316,512,744.37565,330,115.61270,899,308.26455,472,625.26
财务费用-33,729,042.11-11,944,560.44-37,775,847.51-12,003,682.15-41,807,006.39
资产减值损失65,609,414.5847,557,197.0238,391,281.5929,419,729.1033,346,330.50
其他业务成本(金融类)-----
其他经营收益146,560,792.91124,033,551.8539,112,929.3312,005,408.6312,719,198.56
公允价值变动净收益-----
投资净收益146,560,792.91124,033,551.8539,112,929.3312,005,408.6312,719,198.56
其中:对联营企业和合营企业的投资收益12,239,881.88-1,243,365.3810,553,935.02-2,074,587.042,905,317.78
汇兑净收益-----
加:营业利润差额(特殊报表科目)-----
营业利润差额(合计平衡项目)-----
营业利润383,746,414.14206,607,966.98297,748,299.8874,687,266.07288,063,944.24
加:营业外收入190,746,329.3780,121,972.10168,694,336.6889,819,120.37149,647,816.94
减:营业外支出13,633,055.961,731,519.771,900,968.371,039,846.513,962,531.15
其中:非流动资产处置净损失7,791,606.64299,960.58153,461.7570,339.92929,038.76
加:利润总额差额(特殊报表科目)-----
利润总额差额(合计平衡项目)-----
利润总额560,859,687.55284,998,419.31464,541,668.19163,466,539.93433,749,230.03
减:所得税64,081,356.0436,800,252.0027,957,390.3122,309,413.2645,262,679.92
加:未确认的投资损失-----
加:净利润差额(特殊报表科目)-----
净利润差额(合计平衡项目)-----
净利润496,778,331.51248,198,167.31436,584,277.88141,157,126.67388,486,550.11
减:少数股东损益12,347,915.68-7,898,172.3611,289,788.37-1,935,166.479,056,663.56
归属于母公司所有者的净利润484,430,415.83256,096,339.67425,294,489.51143,092,293.14379,429,886.55
加:其他综合收益-256,578.06----
综合收益总额496,521,753.45248,198,167.31436,584,277.88141,157,126.67388,486,550.11
减:归属于少数股东的综合收益总额12,347,915.68-7,898,172.3611,289,788.37-1,935,166.479,056,663.56
归属于母公司普通股东综合收益总额484,173,837.77256,096,339.67425,294,489.51143,092,293.14379,429,886.55
数据来源:wind
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wenbird

17-07-14 17:30

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早该破了。几年业绩还是鸟样
bj1900

17-07-13 10:11

0
@美美哥 明白了。兄台 网站我就不看了 可能我是越了解 越当局者迷 。
美美哥

17-07-13 09:04

0
自己到他中标的网站瞅瞅[引用原文已无法访问]
重阳节

17-07-13 08:31

0
每年收入增长40%以上,还是少有的
bj1900

17-07-13 08:15

0
@美美哥 楼上是参与过还是道听途说 
美美哥

17-07-13 07:25

0
也就是说自己定价自己卖
美美哥

17-07-13 07:25

0
你们不懂啊,科大讯飞投标都是独家谈判
凤凰竹

17-07-13 07:10

0
这票的盈利前景始终是问题
浮于江湖者

17-07-13 00:22

1
春华秋实

17-07-13 00:20

0
没有前瞻性,说这么多故事有什么用,不知道股市炒预期,成长股股价越涨市盈率越低,知道不。
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