蘇州固鍀(002079.SZ):2021年度淨利預增112.83%-164.28%
格隆匯1月11日丨蘇州固鍀(002079.SZ)披露2021年度業績預吿,預計2021年1-12月實現歸屬於上市公司股東的淨利潤1.92億元-2.39億元,同比增長112.83%-164.28%;預計2021年1-12月實現扣除非經常性損益後的淨利潤1.53億元-1.90億元,同比增長153.83%-215.19%。業績預增原因系:
1、2021年,半導體行業整體景氣度高,功率半導體國產替代加速,同時,公司擴產的產能逐步釋放,公司半導體業務營業收入大幅增長;
2、公司在前幾年戰略部署的汽車電子產品市場佔有率不斷提升,集成電路和PPAK封裝、MEMS封測增長較快,銷售額和銷售量創新高;
3、公司全資子公司蘇州晶銀新材料科技有限公司在單晶PERC銀漿性能上取得突破,銷售額同比大幅增長,光伏背銀和HIT低温漿料銷量同比去年也增長較快;同時公司2020年底完成的收購該公司少數股權事項,子公司晶銀股權佔比由2020年的54.8%變為100%,增加利潤;
4、報吿期內,預計非經常性損益對淨利潤的影響金額為3900萬元-4900萬元。
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