均勝電子(600699.SH)2021年度預虧31.8億至37.8億元
格隆匯2月3日丨均勝電子(600699.SH)公佈，公司預計2021年年度實現歸屬於上市公司股東的淨利潤為-31.8億元至-37.8億元。
扣除非經常性損益事項後，公司預計2021年年度實現歸屬於上市公司股東的淨利潤為-32.8億元至-38.8億元。
公司對汽車安全事業部相關資產組進行了初步減值測試，擬對長期資產(含商譽)計提減值準備，對公司2021年歸屬於上市公司股東的淨利潤影響為20億元至25億元。
業績預虧的主要原因：1、2021年公司業務持續受到新冠疫情和全球芯片短缺的影響，預計2021年實現營業收入約456億元，同比減少約5%，主要由於北美、歐洲和亞洲地區部分車企從第三季度以來，受到芯片短缺的影響加劇，導致產量削減或者停產，對公司汽車安全業務的開展以及成本費用等的控制產生了較大的影響；
2、由於全球汽車供應鏈體系的震盪，公司上游原材料價格與運輸費用從第二季度開始逐漸上漲，特別是第四季度公司主要原材料電子件、鋼材、塑料件、鎂鋁合金、紡紗等價格均達到歷史價格峯值。2021年主要因為汽車安全業務全球原材料價格與運輸費用的大幅上漲，導致公司全年毛利潤減少約9.5億元；
3、受全球新冠疫情和供應鏈不穩定的影響，主要因為公司汽車安全業務墨西哥、巴西和印度部分工廠停工停產以及客户計劃外的臨時排產調整等產生損失約6億元；
4、全球新冠疫情、芯片短缺、供應鏈擾動、原材料價格和運輸費用上漲等眾多不確定性因素，給汽車行業帶來了較大的不確定性，加劇了北美和歐洲等地區的經營風險。根據《企業會計準則第8號-資產減值》、《會計監管風險提示第8號—商譽減值》及公司會計政策等相關規定，公司對均勝汽車安全事業部相關資產組進行了初步減值測試，擬對長期資產(含商譽)計提減值準備，對公司2021年歸屬於上市公司股東的淨利潤影響為20億元至25億元。由此導致公司2021年度業績大幅下降；
5、2021年公司汽車電子業務實現營業收入約133億元，同比增長約20%，有效抵消了上述事項對於經營業績的不利影響。
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