立昂微(605358.SH)：2021年度淨利預增192.14-216.90%
格隆匯1月17日丨立昂微(605358.SH)披露2021年度業績預增公吿，預計2021年度實現歸屬於上市公司股東的淨利潤為5.90億元-6.40億元，同比增長192.14-216.90%；預計歸屬於上市公司股東的扣除非經常性損益的淨利潤為5.47億元-5.97億元，同比增長264.20%-297.49%。業績預增的主要原因系：
(一)主營業務影響
報吿期內，受益於國家政策扶持、半導體國產替代加快以及清潔能源、新能源汽車、智能經濟快速發展帶動的下游需求持續增加，公司所處行業市場景氣度不斷提升，市場需求旺盛，公司銷售訂單飽滿，產能不斷釋放，主要產品產銷量大幅提升；同時通過優化產品結構，加強成本費用管控力度，適時提高產品售價，使得公司營收同比大幅增長，盈利能力顯著提升。
1、生產規模效益提升明顯。公司之前較早佈局且完成了6英寸、8英寸及12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、產品結構得到進一步優化。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，圖像傳感和功率器件芯片覆蓋所有客户的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、管理效率得到進一步提升。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、適時提高產品售價。公司依據市場供需狀況和原輔料的採購成本變動情況，適時進行了產品價格調整。
(二)非經常性損益的影響
公司該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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