長方集團(300301.SZ)2019年預虧4.18億-4.23億元
格隆匯2月2日丨長方集團(300301.SZ)披露2019年年度業績預告,預計實現2019年度歸屬於上市公司股東的淨虧損4.18億元—4.23億元,同期虧損1.57億元。
報告期內業績預計為虧損,主要原因如下:
1、隨着LED行業技術的進步,2019年市場競爭更加激烈,整體LED封裝市場價格持續走低,封裝行業整體盈利能力下降;
2、2019年企業的宏觀經營環境仍未見改善,部分客户回款週期延長或預期信用損失擴大,因此公司對應收賬款及長期應收款計提了約13,500萬元的減值準備;
3、隨着LED封裝生產設備技術及生產工藝的進步,新的生產設備生產效率較原來的有較大的提升且售價進一步降低。為提高生產效率,降低生產成本,公司逐步更換及淘汰了部分舊的生產設備,對此部分設備計提了約8,000萬元的資產減值準備;
4、受中美貿易戰、2019年經濟環境持續低迷及原材料價格和人工成本上升的影響,且離網照明行業的競爭也越來越激烈,預計子公司康銘盛未來無法達到預期的利潤水平,公司管理層出於謹慎性原則判斷,因收購子公司康銘盛形成的商譽存在減值跡象,經初步減值測試,計提了約22,000萬元商譽減值準備;
5、2019年非經常性損益對淨利潤的影響金額約為890萬元。
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