信維通信(300136.SZ)2020年度預盈9.7億至10.7億元 正在多個領域和國內外多家一線廠商聯合開發UWB應用
格隆匯 1 月 27日丨信維通信(300136.SZ)公佈，預計2020年度歸屬於上市公司股東的淨利潤9.7億元至10.7億元，同比增長-4.89%至4.91%。業績變動原因如下：
1、報吿期內，公司無線充電、5G天線等業務快速成長，全年收入規模穩步增長，生產經營保持柔性、平穩、向好的發展勢頭。公司毛利率遇到階段性的挑戰，淨利潤受到一定的影響，這也説明公司在經營過程中還有很多可以改善的地方。
①受全球疫情的影響，公司的料、工、費佔收入比重有所增加。
②部分客户的部分新產品上市推遲，同時部分國內客户受到外部環境變化的影響，對公司收入也產生一定的影響。
③人民幣升值導致匯兑損失加大。
④股權激勵攤銷費用約1.85億元。
2、報吿期內，雖然受到上述影響，公司仍進一步加大研發投入，2020年研發投入佔收入的比重預計約9%，公司始終堅持對基礎材料和基礎技術的持續研究與投入，致力打造一家技術驅動型的企業。
①在高分子聚合物材料領域，公司已形成“LCP材料-->LCP天線-->LCP模組”一站式解決方案能力，搭建了LCP生產線，具備量產能力。公司LCP材料的各項品質持續提升，正加大LCP業務開拓，2021年將取得更好的發展。
②在磁性材料領域，公司納米晶、3D鐵氧體性能優異，已大量應用於出貨給國內外大客户的無線充電產品中，硬磁材料也得到了大客户的認可，2021年將批量出貨。未來，公司將繼續加大對各種磁性材料的研發投入，進一步提升產品的競爭力。
③在UWB領域，公司UWB天線與模組技術水平行業領先，目前公司正在多個領域和國內外多家一線廠商聯合開發UWB應用。
整體來看，公司各項業務有序開展，經營規模持續擴大；公司不斷加大對基礎材料、基礎技術的研究，逐步拓寬了技術護城河，提升了產品線的競爭力，為更長遠的發展奠定基礎。
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