立昂微(605358.SH):前三季度預盈約3.72億-4.11億元,同比增長184.48%-214.42%。
格隆匯10月11日丨立昂微(605358.SH)公佈,2021年1月1日至2021年9月30日期間,公司預計盈利約3.72億-4.11億元,同比增長184.48%-214.42%。
本期業績預增的主要原因為:
(一)主營業務影響
報吿期內,受到國家政策驅動、“疫情經濟”、半導體國產替代加快以及智能經濟快速發展帶動的下游需求持續增加,公司所處行業細分領域市場景氣度不斷提升,市場需求旺盛,公司銷售訂單飽滿,主要產品產銷量大幅提升,產品結構得到優化,加強成本費用管控力度,產品漲價等因素影響,公司營收同比大幅增長,盈利能力顯著提升。
1、公司之前較早佈局且完成了6英寸、8英寸硅片新產線建設,實施了功率器件芯片製造產線的產能技改提升,較為充分地滿足了目前不斷趨熱的市場需求,公司各生產線滿負荷運轉,銷售訂單飽滿,主要產品產銷量大幅提升。
2、公司持續加大新產品新技術的開發力度,持續推進優質客户開拓,並加大與戰略級客户的合作力度,進一步優化了產品結構。12英寸硅片方面,經過前期的客户拓展和產品驗證,技術能力已覆蓋14nm以上技術節點邏輯電路,功率器件及圖像傳感器件覆蓋客户所需技術節點且已大規模出貨;8英寸硅片產銷量進一步放大,市場佔有率進一步提升;半導體功率器件芯片方面,車規級功率器件芯片、光伏用旁路二極管控制芯片產銷量大幅提升;化合物半導體射頻芯片產銷量也穩步提升。
3、公司通過管理提升和精益化生產,在技術改進、良率提升和成本費用控制節約等方面成果顯著,有效的提升了產能與品質,降低了成本費用,增強了公司的盈利能力;
4、公司依據市場供需狀況,適時進行了產品價格調整。
(二)非經常性損益的影響
公司本報吿期內非經常性損益有所減少,主要是政府補助減少所致。
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