聯得裝備(300545.SZ)上半年淨利同比增長15.07%經營性現金流大幅轉正
格隆匯8月14日丨聯得裝備(300545.SZ)披露2019年半年度報告,報告期內公司實現營業總收入3.44億元,同比增長17.31%;歸屬於上市公司股東的淨利潤4296.61萬元,同比增長15.07%;經營活動現金淨流入6224.80萬元,而上年同期為淨流出1.94億元;基本每股收益0.30元。
報告期末,公司總資產11.80億元,較上年度末11.63億元增長1.53%;歸屬於上市公司股東的淨資產6.29億元,較上年度末5.92億元增長6.27%。公司主要業績驅動因素:
1、下游客户設備投資需求增加:
下游行業對平板顯示生產設備的需求增加是公司訂單增長、業績增長的重要因素。一方面,下游平板顯示行業發展迅速,新技術、新產品的出現,刺激面板廠商升級更新生產設備的需求,繼而帶動公司持續研發設備的創造力,以實現經營收入的不斷增長。另一方面,國內面板企業近些年來逐步加大投入增建TFT-LCD面板線、OLED面板線,帶來了大量的自動化設備需求,促使公司實現訂單增長、業績增長。
2、持續研發投入:
平板顯示設備行業是技術密集型行業,企業的技術儲備及技術開發能力是企業賴以生存和發展的基礎。設備廠商一旦落後於技術革新的步伐,無法對客户所提出的需求相應提供優秀技術方案,將嚴重影響公司的可持續發展。在更新需求主導下的存量市場中,公司的業績的增長將主要來自生產效率的提高以及生產和盈利模式的改進,智能化改造和升級以及更高層次的工業互聯網是公司未來發展的必然方向。
同時在貿易衝突背景下,製造業向中高端的升級實現更多非標產品的需求提升,更多國產替代的產生也將提高盈利能力。報告期內,公司持續增加技術儲備、加強研發投入力度,以完善自身產品體系,提升產品競爭力,更好應對客户需求。公司在報告期內的持續研發投入,也是公司營業收入得以增長的重要因素。
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