道明光學(002632.SZ)：2020年淨利降14.65%至1.69億元
格隆匯 3 月 25日丨道明光學(002632.SZ)披露2020年年度報吿，實現營業收入12.66億元，同比下降9.00%；歸屬於上市公司股東的淨利潤1.69億元，同比下降14.65%；歸屬於上市公司股東的扣除非經常性損益的淨利潤1.43億元，同比增長0.92%；基本每股收益0.27元。
車牌膜及半成品一季度受制牌中心開工較晚以及車市低迷影響其銷量，二季度隨着國內疫情得到有效控制，以及中央和各地方政府逐步出台促進汽車消費政策，提高消費信心，汽車行業產銷呈現回暖態勢以及2020年電動自行車要求駕乘人員帶頭盔的法規出台後，電動自行車納入牌照管理也加快了進程，隨着電瓶車牌照管理政策的實施，將提升車牌膜市場的需求。報吿期內，在原來省份基礎上，新增海口新式電動車牌、甘肅省車牌膜等項目，成為唯一供應商。全年仍受一季度影響，報吿期內整體銷量實現2.84億收入，較上年同期增長6.54%。
微納米稜鏡型反光材料及製品主要進展：因交通工程具有滯後性，今年一季度受疫情影響，基建開工較晚，道路施工過程中標誌牌安裝在工程末期，因此一定程度減少了稜鏡膜的用量，報吿期內稜鏡系列實現2.01億銷售收入，較同期下滑24.66%。
報吿期，鋁塑膜整體實現4453萬銷售收入，較去年同期下滑12.84%。但隨着核心原材料的進一步自主研發和生產工藝和裝備的革新、改進，有效提升產品良率，鋁塑膜毛利得到了有效提升。未來公司將繼續鞏固3C數碼類中高端客户，併為動力類鋰電池大廠家做產能準備，加大儲能電池客户拓展，積極推動處於認證的客户訂單落地，促進鋁塑膜業務的快速發展，為公司貢獻新利潤增長點。
離型材料主要進展：該產品除滿足自身反光材料原材料配套使用，降低採購成本，控制產品品質外，部分對外銷售給反光材料同行；同時，部分對外銷售給膠黏劑、電子封裝行業，報吿期實現銷售收入7153萬，較上年同期有所增長18.97%。未來5G將帶動整個智能終端電子消費類市場需求更新換代，公司將緊抓機遇加大拓展電子封裝行業銷售收入佔比，提高產品附加值。
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