長信科技(300088.SZ):2020年度淨利預增6.45%-24.20%
格隆匯 1 月 29日丨長信科技(300088.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9億元–10.5億元,同比增長6.45%-24.20%。本報吿期較上年同期相比,業績有所上升,原因如下:
1、報吿期內,公司積極克服新冠疫情和中美貿易戰所帶來的不利影響,業務持續保持穩健發展。
2、報吿期內,公司積極應對以北美消費電子巨頭為代表的國內、外電子客户羣體對中大尺寸NB、PAD訂單快速增加的情形,減薄產能持續承載較大壓力,目前新產線正在快速建設,近期持續將有新的減薄產能不斷投入。
3、報吿期內,公司高度重視車載業務發展。一方面,依託在車載佈局早、產業鏈齊備、客户羣體高端的先發優勢;另一方面,持續與頂級新能源車企和國內外Tire1進行項目聯合研發,車載業務保持良好增長態勢。同時,公司目前已實現3D車載曲面蓋板量產並已交付客户,該產品將進一步增強公司的車載競爭力。
4、報吿期內,公司的手機顯示模組業務一直服務於國際、國內高端客户羣體。近期由於美國對特定客户打壓帶來的影響,公司已積極通過加深和國內其他手機品牌客户的合作深度提升訂單量並且趨勢持續向上。
5、報吿期內,公司持續加強存貨和應收賬款的管控,資產運營質量高效,存貨週轉天數和應收賬款週轉天數在同行業中均處於較好水平,精細化的管理帶來公司業務快速健康發展。
綜上因素導致公司2020年度預計淨利潤較上年同期上升。
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