上海新陽(300236.SZ)：2019年預盈2.05億元–2.15億元
格隆匯1月20日丨上海新陽(300236.SZ)披露2019年度業績預告，公司預計2019年1-12月歸屬於上市公司股東的淨利潤2.05億元–2.15億元，同比增長2979.93%—3130.17%。業績變動原因如下：
1.報告期內上海硅產業集團股份有限公司以增發股份方式，購買公司持有的上海新昇半導體科技有限公司26.06%的股權以及公司仍持有上海新昇公司1.5%的股權且按《長期股權投資》準則將剩餘股權按置換日的公允價值重新計量共產生的投資收益約3.08億元，扣除所得税影響後增加報告期淨利潤約2.62億元。
2.報告期內公司研發投入增加及人力成本上升對公司利潤產生影響。後續隨着公司光刻膠項目的持續投入，研發支出還會持續增加。
3.公司參股子公司新陽硅密因銷售收入下降及研發經費支出增加造成較大虧損,對報告期利潤產生影響。
4.報告期內公司從二級市場回購股份用於員工持股計劃，因員工持股計劃受讓本公司回購股價格低於受讓日公允價格，視同按照權益結算的股份支付減少當期利潤1614萬元。
5.公司對2013年收購江蘇考普樂股權時形成的商譽計提減值準備約7400萬元(具體數據待第三方評估機構的評估結果確定)，計提商譽減值的原因如下：
a.因產品結構調整未達預期，對應客户調整也未達預期，因此應收賬款的期末餘額未完成預期計劃。據此，公司對江蘇考普樂未來的利潤和營運資金的預測做了相應調整。
b.因環保標準提高和江蘇“響水爆炸”事件的後續影響，報告期內江蘇考普樂在環保設施的投入大幅增加，同時企業產品結構調整也受到較大影響。據此，公司對江蘇考普樂未來的固定資產投入預測增加。
c.受環保管控的不斷加強，所在區域的企業連續生產受到影響，為了保證市場供應，江蘇考普樂採取了增加庫存存貨的措施。據此，公司增加了對江蘇考普樂未來庫存存貨的預測。
報告期內公司預計非經常性損益對淨利潤的影響額約為2.64億元，主要是公司通過將持有的上海新昇26.06%股權出售給上海硅產業，並獲得上海硅產業相應股權的交易產生了投資收益及其他補助所致。
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