有方科技(688159.SH)2021年度預虧300萬元到600萬元
格隆匯1月28日丨有方科技(688159.SH)公佈,預計2021年年度實現營業收入10.3億元左右,與上年同期相比,將增加約4.56億元,同比增長79%左右。
預計2021年年度實現歸屬於母公司所有者的淨利潤約-600萬元到-300萬元,與上年同期相比,將增加約6906.48萬元到7206.48萬元,同比變動92%-96%。
預計2021年年度實現歸屬於母公司所有者扣除非經常性損益後的淨利潤約-1600萬元到-1300萬元,與上年同期相比,將增加約7347.74萬元到7647.74萬元,同比變動82%到85%。
營業收入較上年同期同比實現較大幅度增長,而毛利率、期間費用和研發投入(含研發費用和研發資本化支出)同比變動幅度較小,因此淨利潤實現較大幅度增加。
營業收入較上年同期實現增長的主要原因:(1)公司在智慧能源領域的營業收入增長幅度較大。智慧能源包括電力、水務和燃氣,均實現較大幅度的增長,其中電力行業營業收入佔比最大。電力行業對無線通信模塊的需求主要由集抄、配網、海外電力、分佈式光伏發電儲能構成。隨着國內新冠疫情得到有效控制,電力集抄設備的安裝恢復正常,集抄的需求也得以恢復。隨着國家電網和南方電網對配網投資的增加,配網聯網設備安裝增加,配網的需求也相應增加。公司還和海內外電力客户積極開發歐洲、中東等地區的海外電力市場,海外電力的營業收入也進一步增長。
(2)公司持續拓展金融支付、智慧教育、兩輪電動車等應用領域,Cat.1 模塊和智能模塊在上述應用領域規模化商用,相關領域的營業收入增長幅度較大。
毛利率較上年同期變動較小的主要原因:報吿期內,上游芯片等原材料的供應較為緊張,造成原材料採購價格不穩定,公司相應調整銷售價格以維持利潤空間。受汽車行業半導體芯片供應緊張的影響,具有較高毛利率的海外車聯網終端的營業收入未能顯著提升。因此整體毛利率變動幅度較小。
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