聞泰科技(600745.SH)跌近5% Q4業績不及預期
格隆匯2月1日丨近日持續下跌的聞泰科技早盤再度低開8.9%,開盤後震盪向上,目前跌幅收窄至5%以內。公司發佈業績預吿,預計2020年淨利潤為24億元到28億元,同比增加91.45%到123.36%。一句業績預吿,Q4實現歸母淨利潤1.41億到5.41億元,不及預期。中泰證券指出,影響表觀業績的主要因素一是由於上游物料緊缺導致的系統性漲價,擠壓了ODM業務的盈利空間;二是Q4攤銷了1.5億元的股權激勵費用;另外由於Q4公司股價跌幅較大,現有的嵌套持股架構下,引入了較為明顯的投資損失;四是面向新業務新產品擴大研發團隊規模,致使研發投入加大。

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