萊克電氣(603355.SH)：上半年淨利預增30%
格隆匯7月29日丨萊克電氣(603355.SH)公佈，公司預計2021年半年度實現營業收入40.70億元，同比增長61%。
公司預計2021年半年度實現歸屬於上市公司股東的淨利潤為3.28億元，同比增長30%。如剔除2020年限制性股票股權激勵計劃今年上半年的股份支付費用4049萬元，以及匯兑損失3114萬元(去年同期匯兑收益2167萬元),預計2021年半年度實現歸屬於上市公司股東的淨利潤為3.89億元，同比增長67%。
公司預計2021年半年度歸屬於上市公司股東的扣除非經常性損益的淨利潤為3.08億元，同比增長36%。
業績預增的主要原因：
1、三大業務：自主品牌、出口、核心零部件業務全面增長。
①自主品牌
線上：吉米、碧雲泉均100%增長，除蟎機、智能淨水機成為品類的頭部。自主品牌出海：吉米增長140%，高附加值產品暢銷。主要市場東歐、西歐、俄羅斯等。
線下：恢復增長，第二季度以來主要線下渠道增長50%以上，618主要渠道增長65%以上，洗地機通過發佈會，以約客營銷的模式成功推廣。
②出口業務
吸塵器、園林工具、空氣淨化器全面增長。去年受疫情影響，吸塵器出口受到了一定影響，今年上半年公司歐洲市場業務增長80％，美國市場業務增長60％，其中客單價較高的無線產品、新品類產品貢獻較大。
從消費品總體出口形勢來看，即使短期受船運、疫情等外部環境影響，訂單可能會出現短期波動，但總體市場還是保持持續增長。同時吸塵器、園林工具的高端化、無線化、智能化趨勢，出口業務增加了空氣淨化器、吹風機、廚電等新產品新品類，催生了新增長點，銷售額有望持續增長。
③核心零部件業務
電機業務增長65％以上，無刷數碼電機佔比持續提高。精密壓鑄業務增長110%以上，增長主要來源於新能源汽車零部件。精密模具業務進軍汽車行業，今年有望汽車模具接單量為8000萬元-1億元。
2、外部環境影響
①受全球大宗商品價格、海運成本及相關原材料價格持續上漲的影響，生產成本增加。公司通過提價、增效、降本減輕了成本上漲的影響。
②公司海外訂單主要以美元結算為主，2021年上半年以來匯率波動，對公司經營業績造成一定影響。公司通過採用人民幣結算，匯率變化按月、季調價等多種收匯方式，盡最大可能規避和減少匯率風險。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
