航錦科技(000818.SZ)預計一季度淨利潤同比變動-11.05%至17.99%
格隆匯1月15日丨航錦科技(000818.SZ)公佈,預計2020年第一季度歸屬於上市公司股東的淨利潤9800萬元-13000萬元,同比變動-11.05%至17.99%。
公司業績變動的原因包括(一)公司軍民兩用的芯片銷售實現大幅增長:子公司長沙韶光向客户供應的FPGA芯片、自主可控的圖形處理芯片(GPU)和總線接口芯片等芯片產品銷量同比大幅增長;子公司威科電子的新能源汽車用電子模塊、5G通訊用電子模塊和高性能模塊實現批量化供應;威科電子控股子公司威科射頻研發出用於華為和中興通訊等5G設備生產商的射頻器件和高頻材料並實現銷售,這些射頻器件和高頻材料適用於5G通訊,能實現進口替代,解決國內5G設備生產商受制國外的問題,未來市場空間廣闊;長沙韶光和威科電子通過大力拓廣民用芯片市場,為公司發展打開更大的空間。
(二)按公司經營板塊劃分,集成電路板塊預計實現淨利潤3800-4500萬元,同比增長52.67%-80.8%;化工板塊預計實現淨利潤6000-8500萬元,同比下滑30%-0%。
(三)2019年一季度,公司化工主導產品的價格尚處於歷史相對高位,2020年一季度化工產品平均售價尚未明顯回升。受宏觀經濟的週期性波動影響,公司主要化工產品的銷售價格有所波動,公司通過實施精細化管理來控制成本,隨着2019年第二、三季度基數的回落,公司2020年後續季度化工業務盈利同比將提升。
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