立訊精密年淨利增七成,現身睿遠第二重倉
20日晚間,立訊精密發佈2019年年報,公司上年度實現營業收入625.16億元,同比增長74.38%;淨利潤47.14億元,同比增長73.13%;基本每股收益0.88元,擬向全體股東每10股派發現金紅利1.2元(含税),以資本公積金向全體股東每10股轉增3股。
來源:立訊精密2019年年報
從業務方面來看,上年度公司主營業務中消費性電子業務實現營收519.9億元,同比增長93.95%,佔總營收83%;從銷售地區來看,外銷收入同比增長79%,但是同時外銷的營業成本也增加了82%。
值得一提的是,立訊精密近年來的研發投入不斷上升,最近三年,公司累計研發投入84.33億元,其中2019年就投入了43.76億元,佔同年營業收入的7%,在同行業中高居首位。
來源:同花順
但是從行情來看,年報報喜並沒有給公司股價帶來利好刺激,今日開盤立訊精密小幅低開,震盪下跌,截至發稿,下跌2.22%,報價41.45元,最新總市值2226.61億元。
來源:富途
今年以來,立訊精密股價上漲13.84%,4月份漲幅為11.08%。僅4月份,就上榜深股通10次,最高排名第3,近日更是連續5天現身十大活躍成交股。
消費電子熱潮湧動之下,大量資金持續關注立訊精密,券商機構普遍認為公司未來幾年將繼續保持高速增長,給出綜合評級“買入”,綜合目標價54.15元。
另外,在相關持倉上,根據20日睿遠成長價值披露的一季報,該基金對立訊精密大幅增持,總持倉近7億元,成為基金的第二大重倉股。
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