宝信软件：总体毛利率下滑主要受收入结构性差异

证券之星06-16

证券之星消息，宝信软件(600845)06月16日在投资者关系平台上答复投资者关心的问题。

投资者提问：根据董秘今日来的回复，总结了一下，大概意思如下，请问董秘你是这个意思吗？1. 赚钱能力大幅倒退：ROE、毛利、利润都在明显下滑，单子利润越来越薄。2. 增长停滞+新业务烧钱：老业务不涨，AI/研发投入大、短期不产出。3. 管理层偏保守、动作慢：转型慢、不会市值管理、不回购、不护盘。4. 机构用脚投票：公募社保持续撤离，说明专业资金不看好未来。

宝信软件回复：总体毛利率下滑主要受收入结构性差异、近几年行业形势变化导致新签订单本身毛利率下滑影响。公司将持续优化市场结构，深耕钢铁市场，做大非钢市场，稳妥开拓海外市场；推进业务结构和商业模式转型，均衡发展“工程-产品-服务”；深化“一总部多基地”管理变革、职能管理变革、算账经营，努力改善经营业绩。

本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。

责任编辑：刘浩然

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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