利亚德(300296.SZ)一季度预盈0.9亿-1.2亿元 同比增长507.82%-710.43%
格隆汇 3 月 31日丨利亚德(300296.SZ)公布,预计2021年第一季度归属于上市公司股东的净利润9000万元-12000万元,同比增长507.82%-710.43%。
与去年同期相比,2021年一季度净利润大幅增长的原因分析如下:
1、一季度海外疫情尚未控制,海外除NP公司外,海外其他子公司基本未实现盈利,而2020年一季度海外疫情尚未大幅出现,净利润贡献较大;3月下旬开始,海外疫情陆续稳定,目前订单规模也在陆续恢复,预计第2季度业绩会有所提升;
2、一季度国内显示新签订单增长翻倍,但由于2020年底海外疫情的反复,国内疫情控制加紧,春节前对部分项目实施产生一定的延期影响;
3、Micro LED 订单饱满,目前利晶生产排期至6月,预计一季度可确认收入4000万元左右;
4、预计非经常性损益对净利润的影响金额约600万元。
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