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  记者 李保金来源:经济参考报

  4月18日,北京易华录信息技术股份有限公司(以下简称“易华录”,证券代码:300212)公布的2024年年报显示,公司营业收入为4.65亿元,同比下降39.24%;归母净利润为亏损28.65亿元,亏损同比扩大51.59%;经营活动产生的现金流净额为-2.41亿元,同比下降7.65%。公司计划不派发现金红利,不送红股,不以公积金转增股本。

  易华录的年报指出,2024年,公司完成了“一传统一新兴”的双业务主线驱动的转变,正重塑智慧交通核心主业地位,抢抓数据产业战略机遇。

  报告期内,公司聚焦以智慧交通为代表的政务数据治理与运营,提供城市交通管理、全域交通及海外交通等全套软硬件产品和落地方案,多元化布局海内外多种交通场景,同时加大对数据要素创新业务的投入,加强新老业务融合,形成以数据资产化为主线的新业务体系。此外,公司提高了传统智慧城市和智慧交通业务承接标准,从重视业务数量、收入规模转变为重视客户质量及项目盈利情况,提高项目质量,严控垫资项目。

  对于业绩下滑,易华录在年报中称,报告期内,受智能交通业务建设期长影响,其新签订单收入确认将体现在以后年度;数据要素业务发展较快,在手订单量较去年同期增幅较大,但业务基数较小,单笔业务规模有限,对整体收入及毛利率影响较小。正是受业务转型等多种因素的综合影响,公司总体收入出现下降。

  与此同时,由于内在业务转型和外部市场环境双重因素带来了新变化,报告期内,公司对应收账款、合同资产、固定资产及无形资产减值的计提显著提高,参股公司经营业绩不佳,减值计提及投资收益占当期亏损额约78%,因此该部分会计处理对当期的公司利润水平带来较大短期冲击。

  分产品来看,公司的解决方案、产品销售和服务咨询分别实现营收1.83亿元、3554万元和2.46亿元,占营收比分别为39.41%、7.65%和52.95%;从毛利率来看,营收占比较大的解决方案和服务咨询业务均出现下滑,分别同比下降59.74%、5.91%;仅产品销售业务毛利率同比上涨,为13.6%,显示公司盈利能力有所弱化。

  易华录称,为加快推动转型升级,公司保持科技创新投入强度,抢抓新兴市场机遇,加强核心产品研发,公司研发投入强度为37%,较去年同期提高6个百分点。此外,公司对人工成本、财务费用等固定费用进行管控优化,剔除减值计提等因素,公司报告期内经营利润较去年减亏近30%。

  业内人士认为,随着互联网巨头与AI初创公司入局,智慧交通领域竞争加剧,技术迭代压力大,但易华录在数据要素业务上有优势,且公司研发投入强度为37%,同比提高6个百分点,为未来的盈利奠定了技术基础。

  资料显示,易华录是中国电科旗下华录集团控股上市公司,成立于2001年4月。目前,公司正紧紧把握政府管理创新需求,发挥央企优势,将金融资本和产业资本相结合,打通产业链,为智慧城市、智能交通管理、公共交通、轨道交通、民航、航运等领域提供整体解决方案。

  市场监管总局4月21日发布数据显示:截至3月底,全国登记在册民营企业超过5700万户,占企业总量的92.3%。

  一季度,全国新设民营企业197.9万户,同比增长7.1%,超过过去三年平均增速。

  一季度,全国新设“四新”经济民营企业83.6万户,占同期新设民营企业总量的四成以上,同比增长1.4%。其中,互联网与现代信息技术服务企业增长最快,达到18%。新设“数字经济”民营企业27.4万户,占新设民营企业总量的13.9%,其中的“数字产品服务业”增速最快,几乎是去年的2.5倍。

  通过数字化转型、绿色低碳转型和全球化布局,我国民营企业持续提升核心竞争力,展现强大创新活力。

  “美国关税政策将严重冲击非洲国家经济”“东盟反对美方单边加征关税”“美国政府‘任意征收关税’的做法破坏国际经济稳定,美方企图在拉美加勒比地区恢复旧霸权”……国际社会持续发出正义之声,强烈谴责美国滥施关税的霸权行径。在美方“关税讹诈”的名单上,从被联合国认定为最不发达国家的莱索托,到产业单一、经济基础薄弱的太平洋岛国斐济,众多全球南方国家在列。为了维护经济霸权,美方肆意挥舞关税大棒,损害他国发展权益,毫无国际道义和责任感,深刻暴露出美式霸权的自私自利与冷酷虚伪。

  美国恃强凌弱,大行经济单边主义,企图从发展程度不及自身的国家身上敛财,严重损害全球南方国家发展权益,严重破坏世界经济的包容性增长。联合国秘书长古特雷斯警告称,贸易战的影响“极其负面”,尤其会对全球最贫困人群造成沉重打击。世界贸易组织的研究显示,在经济发展水平和经济实力悬殊的情况下,美国加征关税将进一步拉大全球贫富差距,欠发达国家将遭受更大冲击,严重阻碍联合国2030年可持续发展议程的实现。坦桑尼亚《公民报》忧虑地指出,全球南方国家的就业与工业链或遭严重冲击,尤其是非洲国家将面临更高通胀和更大的增长压力。

  美国刻意忽视众多发展中国家的实际发展情况,扭曲货物贸易逆差产生的原因,滥施单边关税,无异于是剥夺各国特别是全球南方国家的发展权利。作为全球最大的经济体,美国一方面长期享受着国际分工带来的超级利润,一方面又肆意破坏国际贸易规则,漠视全球产业链供应链的紧密联系与协同发展,无视多边贸易体制的宗旨与原则,给全球南方国家经济民生带来沉重打击。非洲开发银行行长阿德西纳日前表示,美国发起的关税攻势将给非洲经济体带来“冲击波”,可能导致贸易萎缩和偿债成本攀升。

  面对美方霸道霸凌行径,国际社会不能听之任之。作为最大发展中国家和国际社会负责任成员,中国坚定采取正当反制措施,这不仅是维护自身主权安全发展利益的必要之举,更是为了捍卫国际贸易规则和国际公平正义,得到全球南方国家的广泛支持。近日举行的金砖国家经贸联络组第二次会议上,与会代表对美滥施关税引发的贸易紧张局势表示严正关切,呼吁共同反对单边主义和贸易保护主义,继续坚守和维护以规则为基础的多边贸易体制,共同应对当前全球贸易紧张局势。中国坚决反对贸易保护主义,主张普惠包容的经济全球化,致力于通过贸易促进全球发展,缩小南北差距。中国以实际行动支持发展中国家工业化进程,对同中国建交的所有最不发达国家100%税目产品实施零关税待遇,以扩大对最不发达国家的单边开放,促进共同发展。中国将继续推进高水平对外开放,稳步扩大规则、规制、管理、标准等制度型开放,与世界各国共享发展机遇,实现互利共赢、共同发展。联合国贸易和发展会议日前发布的报告认为,南南贸易已占全球贸易的1/3左右,中国的发展持续推动南南贸易稳定增长,全球南方国家的经济融合为许多发展中国家带来机遇。

  历史车轮不能倒退,人类决不能重回弱肉强食的丛林世界。在经济全球化深入发展、国际化生产普遍存在的今天,全球南方国家是世界经济的重要贡献者,也是捍卫国际经贸规则和多边贸易体制的重要力量。任何开历史倒车的企图,都必将以失败告终。

  原标题:《人民日报钟声:世界决不能重回弱肉强食的时代》

  来源:作者:人民日报

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