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天海投资去年营收大涨 能否借力IT业转型?

2017-04-25 16:20:36   中国经济网

目前,英迈国际的主营业务有四大板块:IT产品分销及技术解决方案、移动设备及生命周期服务、电子商务供应链解决方案及云服务。其中,云服务被认为是未来IT服务行业最具潜力的发展方向。云服务主要可分为三种:IaaS,即提供场外服务器、存储和网络硬件等的租用;PaaS,即提供中间平台如虚拟服务器和操作系统等;SaaS,即通过网页浏览器接入客户所需的按需软件(On-demand Software)。

英迈国际为拓展自身在IT云服务领域的行业领导力,此前完成了对Odin Service Automation平台的收购,使得其在云服务生态系统得以扩展和深化。目前,英迈通过自身的云集市平台为客户和云服务提供商之间搭建起桥梁。云集市是一个由客户、云服务提供商和解决方案组成的生态系统,客户通过英迈的单一自动化平台即可使用各家云服务提供商在云集市上提供的各种类型的云技术解决方案,有助于客户方便地购买、配置、管理、应用云技术。英迈国际整合了来自于约2000个厂商的近5000项云服务功能,将云服务市场推广至世界范围内17个国家,涵盖了大部分服务领域。

正是得益于子公司英迈国际在IT供应链综合服务领域的不俗表现,天海投资2016年营业收入同比暴增逾51倍。一个容易忽视的细节是,天海投资是在去年12月正式完成对英迈国际100%的股权交割。因此,公司在去年的年报中只合并了英迈国际12月份的财务数据。英迈国际仅用一个月的业绩就可以实现对天海投资一整年业绩的“神助攻”,可以预期,2017年天海投资的表现会更加抢眼。

不过,虽然因为英迈国际的助力,相比之下,净利润同比增长只有30%左右。对此,业内人士分析称,英迈国际所处的是IT分销行业,分销商赚取的是渠道利润,且具有周期性特点。因此,营业收入增幅与净利润之间有较大差距也属正常。

“整体上IT分销行业的利润率都偏低,并且净利润波动幅度远大于营业收入波动幅度。在行业可比公司中,英迈国际的净利润规模依旧能占据行业靠前的位置。”招商证券研报称。

借力打力,深入布局科技领域

天海投资完成对英迈国际的收购后,也标志着公司从航运业转身至IT供应链领域,并凭借英迈国际一举成为全球IT供应链龙头。因此,在未来的公司发展战略中,聚焦IT科技领域业务也是必然之选。

天海投资相关负责人表示,公司发展将以科技为核心,以投资管理为手段,在夯实现有业务的基础上,着力发展云服务、大数据等IT科技领域业务,打造全供应链综合一体化服务平台。2017年度,将重点关注IT解决方案领域,专注于运营的提升、执行以及程序改进,提升营运资金管理方面的灵活性,促进在北美、欧洲、中东、非洲等成熟市场的电子商务及解决方案业务的利润增长,以及扩展业务至整个欧洲大陆;同时开拓中国境内、亚太、拉美的电子商务及解决方案业务,尤其是着力拓展在中国境内以及英国、德国、法国、比利时、荷兰、卢森堡、秘鲁等国家业务。

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