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明微電子(688699.SH)上半年淨利預增832.38%-935.98%
格隆匯 06-29 18:51

格隆匯6月29日丨明微電子(688699.SH)披露2021年半年度業績預吿,預計2021年上半年實現歸屬於母公司所有者的淨利潤為2.70億元-3.00億元,同比增長832.38%-935.98%;預計2021年上半年實現歸屬於母公司所有者的扣除非經常性損益的淨利潤為2.60億元-2.90億元,同比增長1069.21%-1204.12%。

公司2021年上半年業績較上年同期增長的主要原因系:

(1)2020年上半年受新冠疫情影響公司主要產品銷售不暢,因此去年同期可比基數較小。2021年上半年國內疫情得到有效控制,公司下游需求逐步回升並持續旺盛,公司產品銷量大幅上升;

(2)公司所處行業上游產能仍然緊張,下游應用領域需求旺盛,公司持續加大研發力度調整產品結構、客户結構及產品價格,實現原有產品銷量上升的同時新產品不斷批量上市;

(3)公司採取系列措施保障上游產能供給,在晶圓代工廠緊張的大形勢下努力拓展上游供應商,通過不斷提高研發能力實現產品升級,有效地縮短了芯片在不同晶圓代工廠之間的轉產週期,靈活調配產能,緩解緊張的局勢;

(4)公司自有封測產能不斷擴大,有效提高了產品良率和封測產能,縮短了產品交期。

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