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賽微電子(300456.SZ)一季度淨利預增360%-390%
格隆匯 04-15 00:03

格隆匯 4 月 14日丨賽微電子(300456.SZ)披露2021年第一季度業績預吿,2021年1月-3月,預計實現歸屬於上市公司股東的淨利潤約3,144.86萬元-3,349.96萬元,同比增長約360%-390%。

該報吿期業績變動的主要原因為:

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,繼續保持了強勁的盈利能力。

2、公司已於2020年剝離了航空電子和部分導航業務,且公司在本報吿期適當控制了擬繼續剝離的導航業務子公司的成本費用支出,公司因原有特種電子業務帶來的季節性虧損影響大幅降低。

3、為把握市場機遇,公司增加半導體業務人員招聘,繼續加大對核心業務MEMS和潛力業務GaN(氮化鎵)的持續投入,研發、管理及銷售費用增長。

4、近年來,公司陸續取得系列政府補助,其中部分補助在該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。

5、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)在本報吿期內繼續實現投資項目退出,公司取得相關收益639.80萬元。

6、公司參股子公司在本報吿期內整體上出現季節性虧損。該報吿期內,預計非經常性損益對當期淨利潤的影響約為3,800萬元,上年同期非經常性損益對當期淨利潤的影響為0.42萬元。

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