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揚傑科技(300373.SZ):一季度淨利預增120%-150%
格隆匯 03-11 19:53

格隆匯 3 月 11日丨揚傑科技(300373.SZ)披露2021年第一季度業績預吿,預計第一季度歸屬於上市公司股東的淨利潤1.22億元–1.39億元,同比增長120%~150%。

報吿期內,公司歸屬於上市公司股東的淨利潤同比上一年第一季度有較大幅度增長,環比上一年第四季度正增長。主要原因如下:

(1)2020年受疫情影響,一季度復工率低。2021年經濟復甦,功率半導體國產替代加速,產銷兩旺,產能利用率提升。

(2)公司前幾年在研發上的大力投入逐步釋放效益,新產品的業績突出,MOS、小信號、IGBT及模塊等產品的業績同比增長都在100%以上,環比亦有增長;國家對新能源產業出台利好政策,公司搶抓機遇,積極擴大市場份額,配套產品的業績同比增長在100%以上。

(3)公司根據下游應用的市場需求,及時調整產品結構,推動降本增效,進一步擴大高毛利產品的銷售收入,總體銷售毛利率提升;同時產品入庫量增加,產品固定成本分攤下降。

報吿期內,預計非經常性損益對淨利潤的影響金額為300萬元-700萬元。

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