歐菲光:預計上半年盈利3200萬元-4800萬元,新領域光學光電業務步入投資建設期
格隆匯7月12日丨歐菲光7月12日晚間發佈公吿,預計2021年上半年盈利3200萬元-4800萬元,同比下降90.44%-93.63%。主因:1)受到境外特定客户終止採購關係的影響,公司與特定客户相關的產品出貨量同比下降;同時,在出售子公司股權及資產的交割過渡期間,公司承擔了所需的相關運營管理費用。2)因國際貿易環境發生較大變化,公司H客户智能手機業務受到芯片斷供等限制措施,導致公司多個產品出貨量同比大幅下降。
不過值得注意的是,公吿稱,公司在發展核心業務的同時積極拓展新業務,佈局VR/AR、無人機、安防、工業、醫療、運動相機等新領域光學光電業務,目前新業務尚處於導入期或投資建設期。
此外,歐菲光今年6月發佈了五年戰略規劃,立足現在,放眼未來,精準對焦潛力產業。戰略規劃顯示歐菲光未來五年(2021-2025年)將實現三項戰略目標:
其一,智能手機業務穩中求進,保持市場領先定位;其二,智能汽車、VR/AR、安防等新業務開拓進取,收入佔比顯著提升,成為公司新的增長動力;其三,加大研發創新力度,發揮產業鏈整合能力,堅定不移向產業鏈上游延伸發展。
歐菲光五年戰略規劃顯示,在智能手機領域,企業未來將繼續堅持以客户需求為導向,持續研發投入,大力發展高端鏡頭、高端攝像頭模組等光學核心業務,以及3D ToF、指紋識別等微電子核心業務。積極拓展新客户,逐步鞏固和提升市場份額,保持全球光學光電領域龍頭地位。從長期規劃來看,智能手機鏡頭及模組仍將作為企業的核心支柱,為歐非光未來的長足發展護航。
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