歐菲光(002456.SZ)半年度淨利潤升2290.28% 3D Sensing業務營收增長79.83%
格隆匯 8 月 3日丨歐菲光(002456.SZ)發佈2020年半年度報告，實現營業收入234.65億元，同比下降0.53%；歸屬於上市公司股東的淨利潤5.02億元，同比增長2290.28%；歸屬於上市公司股東的扣除非經常性損益的淨利潤4.44億元，同比增長70459.36%；基本每股收益0.1863元。經營活動產生的現金流量淨額16.37億元，同比增長21.62%；擬每10股派發現金紅利0.08元(含税)。
報告期內部分大客户訂單增加，光學業務繼續保持快速增長，攝像頭模組和光學鏡頭出貨提升，同時受益於大客户平板電腦銷量增長和觸控業務結構優化，公司整體盈利能力持續改善。
報告期內，公司光學光電產品實現營業收入181.97億元，同比下降2.30%，主要原因分析如下：
①公司安卓客户攝像頭模組實現營業收入117.12億元，同比下降0.02%；出貨量為2.92億顆，同比增長24.51%；綜合毛利率11.08%，同比增長0.17個百分點；主要是因為終端客户產品需求結構變化，出貨形態相應調整，整體產能利用率提高；
②受益於國際大客户手機產品銷量增長及合作進一步加深，公司非安卓影像模組產品銷售收入36.73億元，同比增長95.95%；出貨量0.55億顆，同比增長30.34%；綜合毛利率為10.94%，同比增長11.24個百分點；主要是因為國際大客户訂單增多帶動產能利用率提高以及雙攝模組份額提升；
③公司觸控產品實現營業收入26.77億元，同比下降44.30%；產品出貨量為0.92億片，同比增長26.29%；主要原因為安卓觸控業務出表獨立發展，觸控顯示產品結構變化所致；
④公司光學鏡頭產品穩步發展，實現營業收入3.64億元(含對內自供攝像頭模組部分)，同比增長1.30%；出貨量0.91億顆，同比增長13.33%；其中，手機鏡頭產品營業收入為2.63億元，同比增長34.85%，出貨量為0.89億顆，同比增長16.71%；對內自供攝像頭模組實現營業收入2.29億元，同比增長77.39%。
微電子產品公司微電子業務整體營業收入為44.64億元，較去年同期下降3.29%，主要原因分析如下：
①公司指紋識別模組產品營業收入為27.01億元，同比下降25.70%；出貨量為1.16億顆，同比下降9.28%；綜合毛利率為15.50%，同比下降2.90個百分點；主要原因為指紋識別模組市場競爭加劇，單品價格承壓，屏下指紋市場滲透率不及預期；
②公司3D Sensing業務實現快速增長，營業收入為17.63億元，同比增長79.83%；出貨量0.44億顆，同比增長80.80%；綜合毛利率為12.23%，同比增長12.53個百分點；主要是因為國際大客户訂單增多及3D sensing產品在安卓市場滲透率提高；
公司智能汽車業務實現營業收入1.32億元，同比下降35.14%；綜合毛利率為14.28%，同比下降6.36個百分點。因下游國內汽車銷量下滑較多，導致公司智能汽車業務訂單釋放不達預期，營收和毛利水平同比下降。
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