歐菲光(002456.SZ)2019年年報：整體營收升20.75%至519.74億元 指紋識別營收增速高達41.33%
格隆匯4月19日丨歐菲光(002456.SZ)發佈2019年年度報告，實現營業收入519.74億元，同比增長20.75%；歸屬於上市公司股東的淨利潤5.10億元，上年度為-5.19億元，同比實現扭虧為盈；基本每股收益0.1892元，擬每10股派發現金紅利0.21元(含税)。經營活動產生的現金流量淨額32.56億元，同比增長405.25%。
報告期內，公司的主營業務為光學光電業務、微電子業務和智能汽車業務。公司主營業務產品包括微攝像頭模組、光學鏡頭、觸摸屏及觸控顯示全貼合模組、指紋識別模組、3D Sensing模組以及智能汽車電子產品，廣泛應用於以智能手機、平板電腦、智能汽車等為代表的消費電子和智能汽車領域。
公司深耕於光學光電領域近20年，憑藉深厚的技術積累，產品持續創新升級，通過產業鏈的平台化整合，在光學影像領域發展迅速，積累了優質的客户資源，躋身於行業第一梯隊；同時，公司積極發展微電子業務，佈局前沿技術，搶佔多元賽道，拓展到更多的傳感器領域，鞏固行業高壁壘；此外，公司穩步推進智能汽車業務，為公司長遠發展奠定基礎。公司不斷提升智能化、信息化管理，提高運營效率，致力於成為全球科技創新和智能製造的領軍企業。
光學光電產品方面，報告期內，公司影像模組實現營業收入306.07億元，同比增長25.90%，出貨量6.60億顆，同比增長19.66%。公司高端單攝產品及三攝產品的出貨量佔比不斷提高，安卓客户攝像頭模組的出貨量增長了30.56%；公司與國際大客户合作加深，從前置單攝升級到了後置雙攝項目。公司攝像頭模組的綜合毛利率為8.83%。
公司光學鏡頭業務進展順利，實現營業收入6.85億元，其中對客户實現營業收入5.02億元，對內自供光學鏡頭實現營業收入1.83億元。公司光學鏡頭產品對客户及對內自供的總出貨量達到1.42億顆，其中手機鏡頭出貨1.35億顆，車載鏡頭出貨771萬顆。公司鏡頭產品的綜合毛利率為25.51%。
公司觸控顯示產品實現營業收入91.40億元，出貨量1.67億片。
微電子產品方面，報告期內，公司指紋識別產品實現營業收入69.52億元，同比增長41.33%，出貨量2.55億顆，同比增長21.87%。公司指紋識別產品綜合毛利率16.69%，同比提升3.78個百分點，主要是因為高端光學屏下指紋識別產品及超聲波指紋識別產品出貨佔比增加。
公司3D Sensing模組實現營業收入40.67億元，出貨量9,720萬顆，公司3D Sensing模組綜合毛利率為11.81%。
智能汽車產品方面，公司智能汽車業務實現營業收入4.62億元，同比增長9.35%，綜合毛利率為18.88%。公司產品技術在硬件和軟件方面的基礎穩固，前期的沉澱初顯成效，客户端項目開展順利，訂單實現穩步釋放。
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