納思達(002180.SZ)：一季度淨利預增493.91%-790.87%
格隆匯 3 月 16日丨納思達(002180.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1.8億元–2.7億元，同比增長493.91%-790.87%；基本每股收益0.1675元–0.2513元。業績變動主要原因如下：
1.2021年第一季度與去年同期相比，全球新冠疫苗接種在持續加快，新冠疫情明顯緩解，全球打印機市場表現出增長趨勢，打印機耗材需求也隨之釋放，公司打印機通用耗材業務、艾派克微電子業務模塊的銷量和收入均呈現出不同程度增長趨勢。
(1)打印機業務
利盟打印機業務2021年一季度經營趨勢向好，經營業績環比增長明顯，一季度利盟打印機整體銷量預計同比增長超15%。春節假期之後，利盟在中國的生產基地復產順利，工人返崗率高於往年，工廠產能迅速爬升，能較好應對接下來全球商用打印機市場的復甦。但受當前電子物料的全球性短缺影響，利盟打印機在三月份存在一定的交貨壓力。
(2)公司通用耗材業務
隨海外疫情的好轉，打印機耗材需求在釋放，公司通用耗材銷量和收入繼續保持增長，其中銷量同比增幅均超30%；公司在加快海外電商渠道建設，並聘請明星代言擴大公司電商品牌整體影響力，海外電商銷售增長明顯。
(3)艾派克微電子業務
在2021年半導體行業價格上漲趨勢以及原裝打印機廠商頻繁產品升級背景下，公司相關芯片產品交貨與技術門檻在提高，部分產品的銷售價格也將適時提高，公司通用耗材芯片銷量和收入同比增幅均超20%；通用耗材行業整合加速，公司在上游供應商，自動化工廠和電商等方面均有產業鏈優勢，有利於公司通用耗材芯片市佔率和利潤的提升；公司耗材芯片新產品推出及重點產品銷售帶來穩定的業績增長。
同時，公司MCU芯片在晶圓產能緊張及國產替代化環境下，需求強勁，一季度預計銷量同比大幅增長；極海32位工業級通用MCU產品已成功進入知名家電與工控龍頭企業，以及在新能源行業中得到了廣泛的應用；認證芯片因市場需求正在恢復，公司相關產品銷量也隨之爬升。
2.公司購買的衍生金融產品，根據2月末匯率測算，增加6300萬利潤，該項變動屬於非經常性損益。
公司將持續擴大打印機全產業鏈上的競爭優勢，深入優化戰略佈局，加強隊伍建設與集團管理，重視國內市場佈局，促進業務發展，加強公司中國先進製造業核心競爭力，邁向全球領先，為股東帶來更加穩定和豐厚回報。
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