炬光科技(688167.SH):2021年度淨利預增77.80%-106.48%
格隆匯1月28日丨炬光科技(688167.SH)公佈2021年年度業績預吿,經財務部門初步測算,預計2021年年度將實現歸屬於母公司所有者的淨利潤6200.00萬元到7200.00萬元,與上年同期(法定披露數據)相比,將增加2713.00萬元到3713.00萬元,同比增加77.80%到106.48%。
歸屬於母公司所有者的扣除非經常性損益的淨利潤4126.17萬元到5126.17萬元,與上年同期(法定披露數據)相比,將增加2172.42萬元到3172.42萬元,同比增加111.19%到162.38%。
淨利潤增長的主要原因如下:
1、公司收入增長帶動利潤同步增長。收入增長系:(1)隨着疫情後下遊市場需求復甦,公司在半導體激光業務方面不斷擴大產品優勢和市場領先優勢;(2)隨着公司戰略性重組的推進,東莞炬光新增後端生產工藝,自主研發光學鍍膜、對精密切割、清洗和檢驗工藝進行技術創新和過程優化,公司光束準直轉換系列產品出貨量大幅提升;(3)在汽車應用(激光雷達)業務方面較去年相比收入有一定增長,相關業務在有序推進中;(4)公司在預製金錫薄膜陶瓷熱沉、光場勻化器等新興市場取得突破,為公司帶來新的業務增長點。
2、隨着公司戰略性重組的推進,在東莞新建激光光學元器件後端產線和光學鍍膜研發導入生產,大幅提升了激光光學元器件產品的生產效率,降低了運營成本,使得公司綜合毛利率相應提高。
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