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弘信電子(300657.SZ):2019年淨利預增40%-70%
格隆匯 02-02 18:03

格隆匯2月2日丨弘信電子(300657.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為約1.65億元-約2.01億元,同比增長40%—70%。業績變動原因如下:

1、伴隨着行業需求進一步向高端FPC供應商集中,公司作為內資最重要的柔性線路板頭部供應商之一,得到了諸多頭部客户的持續青睞。期內公司整體經營情況良好,全年出貨量保持平穩增長,公司持續保持盈利能力及利潤高增長態勢。

隨着公司433戰略的有效推進,公司保持了LCM配套軟板領域的傳統優勢,在手機直供領域也取得了豐碩成果,已陸續取得國內主流的手機廠商直接供應資格。同時,公司進一步深耕車載配套軟板業務,在車載動力系統、車載娛樂系統等方面也取得了大量突破。

2019年內,公司為順應市場快速增長,進行了大量產能建設,包括廈門技改擴產產能、湖北荊門一期產能、江西鷹潭軟硬結合板產能都在年內順利推進,固定資產投資的大量增加對公司短期業績造成了一定的壓力,一定程度上降低了公司的業績增長速度,但為公司長期發展打下了堅實的基礎。

2、報告期內,預計非經常性損益對公司淨利潤的影響約為7,270萬元,主要系收到政府補助資金影響。

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