商絡電子(300975.SZ)半年度淨利潤預增44.55%至58.65%
格隆匯7月13日丨商絡電子(300975.SZ)公佈，預計2021年半年度歸屬於上市公司股東的淨利潤1.23億元至1.35億元，同比增長44.55%至58.65%；扣除非經常性損益後的淨利潤1.14億元至1.26億元，同比增長53.33%至69.47%；營業收入21.88億元至24.18億元，同比增長64.28%至81.55%。主要原因如下：
(1)2021年上半年，隨着國內疫情形勢進一步好轉，而國外疫情不斷反覆，大量訂單回流國內，電子行業迎來了更好的發展機遇。在產業領域，5G通信、新能源汽車、遠程學習辦公及工業物聯網等產業加速升級，以及國產替代進程不斷加快等因素推動電子行業景氣度持續提升。在此背景下，公司繼續擴大公司現有優勢產品銷售規模，積極獲取新的產品線授權、擴充代理產品類型，拓展新客户、深耕老客户，並充分發揮作為國內領先的被動元器件分銷商的綜合競爭優勢，從而實現了銷售收入及利潤的快速增長。
(2)被動元器件具有“大米”屬性，屬於各行各業電子產品的必備元器件，商絡電子以被動元器件分銷起家，經過20餘年的發展，已成長為該領域的龍頭企業之一，現有2,000餘家客户，覆蓋下游主要細分行業的龍頭企業，擁有良好的客户資源。在中國電子元器件國產化不斷加速的背景下，商絡電子把握機遇，取得了包括順絡電子、樂山無線電、兆易創新、長鑫存儲、美格智能、兆芯等在內的一系列國內優質電子元器件生產商的代理權，尤其在主動及其他電子元件領域，與其擁有的上述廣泛而優質的客户資源形成了良性互動，從而推動公司的收入及利潤水平大幅提升。
(3)公司持續進行信息系統建設的投入，數字化運營能力進一步增強，供應鏈管理水平不斷提升，同時，隨着公司收入規模的不斷增加使得規模效應得以體現，從而在提升效率的基礎上帶來了費用率的降低。
報吿期內，預計非經常性損益對淨利潤的影響金額約850萬元(上年同期約1074萬元)，主要為政府補貼。
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