賽微電子(300456.SZ)業績快報：2020年度淨利潤升66.55%至2.01億元
格隆匯 2 月 25日丨賽微電子(300456.SZ)發佈2020年度業績快報，實現營業總收入7.65億元，同比增長6.55%；營業利潤2.41億元，同比增長63.83%；利潤總額2.4億元，同比增長62.72%；歸屬於上市公司股東的淨利潤2.01億元，同比增長66.55%；基本每股收益0.3145元。
報吿期，預計非經常性損益對當期淨利潤的影響約19554.96萬元，上年同期非經常性損益對當期淨利潤的影響為5376.22萬元。
影響報吿期經營業績的主要因素為：1、公司主營業務MEMS(微機電系統)工藝開發與晶圓製造具備全球競爭優勢，擁有業內頂級專家與工程師團隊以及持續擴張的8英寸成熟產能，較好地把握了下游生物醫療、通訊、工業汽車、消費電子等應用領域的市場機遇，訂單飽滿，生產與銷售旺盛。在COVID-19疫情全球肆虐的背景下，公司MEMS業務克服了各種困難，在報吿期內繼續實現了高速增長，且繼續保持了強勁的盈利能力。本報吿期，公司MEMS業務實現收入67972.8萬元，同比增長27.02%，毛利率為48.35%，同比提升5.27%；其中MEMS工藝開發，尤其是MEMS晶圓制造的收入和毛利率均實現提升，公司正逐步從芯片製造的“精品工廠”向“量產工廠”轉變；
2、公司傳統導航和航空電子業務因部分產品定型延遲，部分訂單的用户審價進度不及預期，且在複雜國際政經環境下公司對長遠發展戰略進行了重大調整，該等業務在本報吿期內出現大幅下滑，多數相關業務子公司產生虧損。其中，公司已於2020年第三季度剝離了航空電子和部分導航業務，該等業務的財務數據核算期間為2020年1-6月；
3、公司為把握市場機遇，在原有業務基礎上，增加了半導體業務人員招聘，保障核心業務MEMS和潛力業務GaN(氮化鎵)的持續投入，報吿期內相關管理費用增長，相關研發費用激增。報吿期，公司共計投入研發費用19355.03萬元(較上年同期增長75.18%)，佔營業收入的25.30%；
4、近年來，公司陸續取得系列政府補助，其中部分補助在報吿期內補償了部分相關成本費用或損失，公司取得相關收益；近年來，公司圍繞主業開展了系列產業投資佈局，其中部分投資(如在半導體基金的投資)在報吿期內開始實現投資項目退出，公司取得相關收益；
5、因公司瑞典MEMS產線完成向8英寸的全面切換，報吿期內對瑞典原有6英寸MEMS產線升級完成後的部分閒置資產進行處置，公司取得相關收益；因公司在報吿期內剝離了整體航空電子和部分導航業務，公司取得相關收益；
6、因公司參股子公司在報吿期內整體上實現了盈利增長，公司取得相關收益。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
