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潔美科技(002859.SZ):2020年度淨利預增133.15%-158.58%
格隆匯 01-08 17:33

格隆匯1月8日丨潔美科技(002859.SZ)披露2020年度業績預吿,預計2020年度歸屬於上市公司股東的淨利潤2.75億元~3.05億元,同比增長133.15%~158.58%;基本每股收益0.67元~0.75元。公司預計2020年年度業績同向上升,主要原因如下:

1、報吿期內,受遠程辦公、在線教育、醫療電子產品的需求增加及5G技術應用的加速落地帶動了電子信息行業景氣度持續走強,下游客户需求日益旺盛;另外,由於前期產業鏈下游去庫存過度,下游客户補充庫存的意願較強,公司訂單量充足,產銷兩旺。

2、報吿期內,隨着電子元器件小型化趨勢的加速,公司持續優化對應的紙質載帶系列產品的結構,提高後端高附加值產品壓孔紙帶的收入比重;公司塑料載帶產品加快開拓半導體封測領域的相關客户,產品毛利率穩步提升;離型膜產品銷售持續增長,銷售收入同比去年接近翻倍。同時,公司持續推動精細化管理,降本增效,對業績產生了積極影響。

3、第三季度開始人民幣兑美元匯率驟升,因公司部分收入使用美元結算,賬面形成了一定的浮虧,對公司淨利潤產生了一定的負面影響,但公司在進口原材料及設備時也會使用美元進行結算,同時公司為規避匯率風險,將部分原來以美元結算的銷售收入轉為以人民幣結算,這在一定程度上對沖了匯率的不利影響。2020年度,公司整體經營情況及盈利情況同比上升較為明顯。

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