敏芯股份(688286.SH):上半年淨利降40.77%至1704.34萬元
格隆匯 8 月 26日丨敏芯股份(688286.SH)披露2020年半年度報告,實現營業收入1.33億元,同比下降3.56%;歸屬於上市公司股東的淨利潤1704.34萬元,同比下降40.77%;歸屬於上市公司股東的扣除非經常性損益的淨利潤1591.65萬元,同比下降45.54%;基本每股收益0.43元。
報告期內,公司重點發展消費電子領域的智能手機與耳機市場,積極開拓醫療領域的血壓計與呼吸機等相關市場,並加大知名手機品牌客户的市場拓展力度,努力提升產品銷量、種類與客户層次。受5G通信建設等因素的驅動,從2019年下半年開始,智能手機等傳統消費電子市場逐步回暖,因此公司在不斷提升在主要手機廠商中的份額,並依靠自主封裝測試產品開發高端品牌客户;同時,TWS耳機目前正成為智能語音領域新的快速增長點。隨着市場上越來越多的智能手機取消3.5mm耳機接口,各大消費電子產品廠商紛紛推出TWS耳機產品,根據Counterpoint Research的預測,2020年TWS耳機出貨量將進一步增長90%,達到2.3億台。因此,公司根據市場的發展趨勢大力推廣TWS耳機產品,在快速發展的新興市場中搶佔先機,雖然目前受海外疫情的影響,海外市場需要有所減少,但整體呈平穩增長趨勢。此外,在醫療領域,受疫情影響,醫療物資需求有所提升,血壓計等醫療產品訂單持續增加。此外,呼吸機中的微差壓傳感器等核心器件目前主要依靠從國外進口,供應較為緊張,公司目前研發的微差壓傳感器已處於客户驗證階段。得益於公司全產業鏈研發及全國產化供應鏈的優勢,公司正在加大知名品牌客户的市場開拓,力爭進一步提高客户層次及產品市場佔有率。
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