信維通信(300136.SZ)三季報：單季收入規模持續增長 加快無線充電產品在大客户的開拓
格隆匯 10 月 28日丨信維通信(300136.SZ)發佈2020年前三季度報告，公司實現營業收入43.4億元，同比增長21.41%；歸屬於上市公司股東的淨利潤7.46億元，扣除非經常性損益後歸屬於上市公司股東的淨利潤7.03億元；經營活動產生的現金流量淨額13.29億元，同比增長308.74%。
由於全球疫情及大客户的部分新產品上市推遲，公司收入、淨利潤受到一定影響，但大客户新品的延遲對長期經營不構成重大影響。從單季度來看，第三季度實現營業收入17.83億元，同比增長10.04%，經營情況良好，單季度收入規模持續增長。
報告期內，在研發投入方面，公司2020年前三季度整體研發投入佔營業收入比重為8.96%。公司中央研究院持續加強在北美聖地亞哥以及日本新橫濱等地的研發投入，並新增日本筑波研究院，進一步加大對高分子材料、陶瓷材料等的研究。公司計劃通過未來幾年的持續研發投入，不斷引進優秀人才，拓寬公司的技術護城河，讓產品線更有競爭力，逐步擴大公司的技術優勢，成為具有全球技術競爭力的企業。截至2020年三季度末，公司共申請專利1,453件。2020年第三季度公司新增申請專利88件，其中5G天線30件，LCP專利6件，UWB專利4件，BAW專利11件，SAW專利6件等。公司保持對LCP、磁性材料、陶瓷、新型射頻材料等基礎材料的前沿研究；加強5G天線、UWB模組、無線充電、LCP模組、高性能精密BTB連接器、5G基站天線及關鍵天線部件等產品的客户覆蓋；推動5G毫米波天線及濾波器等射頻前端器件的產品落地工作；加快開展6G相關技術的研究。隨着5G通信技術在可穿戴設備、智能手機、物聯網等應用終端的滲透，公司積極把握產品創新週期，不斷提升競爭力，為客户創造價值。
報告期內，在業務拓展方面，公司加快無線充電產品在大客户的開拓，下游應用從手機端拓展至無線耳機、手錶等各類智能終端，產品類型也從接收端拓展至發射端，拓展磁性材料的能力，進一步擴大公司的競爭優勢；5G天線、LCP模組等產品加大客户的拓展，提升客户的粘性，進一步提高大客户的覆蓋面及已有客户的市場份額；高性能精密BTB連接器業務進一步拓展對國內、外主流品牌終端廠商的突破；UWB模組完成產品研發，實現對客户的推廣。
公司持續重視與全球各大客户保持良好合作，業務進展順利，部分項目份額繼續提升；同時持續加大對基礎材料和基礎技術的研究與投入，打造技術驅動型企業，確保技術領先性，保持整體經營規模的增長勢頭。
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