賽微電子(300456.SZ)2021年度預盈1.81億至2.21億元
格隆匯1月21日丨賽微電子(300456.SZ)公佈，預計2021年度歸屬於上市公司股東的淨利潤1.81億元至2.21億元，同比增長-10%至10%；扣除非經常性損益後的淨利潤3620.61萬元至4734.64萬元，同比增長550%至750%。
報吿期業績變動的主要原因為：1、公司主營業務MEMS(微機電系統)工藝開發與晶圓製造具備全球競爭優勢，擁有業內頂級專家與工程師團隊以及持續擴張的8英寸成熟產能，較好地把握了下游生物醫療、通訊、工業汽車、消費電子等應用領域的市場機遇，訂單飽滿，生產與銷售旺盛。在COVID-19疫情全球肆虐的背景下，公司MEMS業務克服了各種困難，在報吿期內繼續實現了增長。其中，瑞典MEMS產線(FAB1&2)的營業收入繼續實現增長，並保持了強勁的盈利能力；而由於在報吿期面臨較大的折舊攤銷壓力，工廠運轉及人員費用持續增長，且一期產能在報吿期剛啟動正式生產，公司北京MEMS產線(FAB3)雖然實現了營業收入的突破，但虧損金額仍較上年同期擴大，對報吿期MEMS業務的整體財務結果構成了較大的負向影響。
2、公司已於2020年第三季度剝離了航空電子和部分導航業務，且已於2021年第一季度剝離了慣性導航業務子公司；公司自2021年第一季度開始不再體現原有航空電子業務的影響，自2021年第二季度開始不再體現原有主要導航業務子公司的影響；公司上年同期整體財務結果所包含的原有導航及航空電子業務的負向影響在本報吿期幾近消除。
3、公司為把握市場機遇，增加了半導體業務的資本投入和人員招聘，保障核心業務MEMS和潛力業務GaN(氮化鎵)的持續投入，報吿期內相關管理費用及研發費用大幅增長。與此同時，受匯率波動及向特定對象發行股票募集資金影響，公司報吿期內產生匯兑收益及利息收益。
4、近年來，公司陸續取得系列政府補助，其中部分補助在本報吿期內補償了部分相關成本費用或損失，公司繼續取得相關收益；近年來，公司圍繞主業開展了系列產業投資佈局，其中部分投資(如在半導體基金的投資)在報吿期內繼續實現投資項目退出或出讓部分股權，公司取得相關投資收益；公司因在報吿期內繼續剝離原有業務獲得相關收益。
5、因公司參股子公司在報吿期內整體實現了盈利，公司取得相關收益。
報吿期內，預計非經常性損益對當期淨利潤的影響約16975.29萬元，上年同期非經常性損益對當期淨利潤的影響為19552.67萬元。
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