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南大光電(300346.SZ):上半年預盈1.40億元-1.52億元 同比增長63.70%-77.74%
格隆匯 07-12 16:05

格隆匯7月12日丨南大光電(300346.SZ)披露2022年半年度業績預吿,公司預計2022年1-6月實現歸屬於上市公司股東的淨利潤為1.40元-1.52元,同比增長63.70%-77.74%;扣除非經常性損益後的淨利潤為1.10億元-1.22元,同比增長66.99%-85.20%。業績變動原因説明:

1、在2021年度營業收入和歸母淨利潤分別增長65.46%、56.55%的基礎上,報吿期內公司主營收入和歸母淨利潤繼續保持快速增長。

2、公司MO源業務把握市場機遇,擴大產能,提高毛利,銷售業績穩步增長。同時通過技術創新拓展下游新應用,產品在第三代半導體、IC及光伏領域實現突破。先進前驅體材料業務抓住半導體材料國產替代加速契機,加快產業化和市場拓展,銷售收入較去年同期增長約90%,成為公司新的業績增長點。

3、公司氫類電子特氣在升級品質、擴大產能、提高市場份額的基礎上,深入瞭解海外客户需求,持續加大研發投入,開發出更安全的新一代安全源產品,滿足客户產品迭代需求,全球先進半導體客户服務不斷擴大,公司業績快速增長。

4、公司氟類電子特氣業務憑藉技術和產能優勢,在穩固存量市場份額的同時,搶抓下游客户擴產契機,持續擴大增量市場份額。烏蘭察布“試驗田”新增的三氟化氮產能順利投產並實現銷售,進一步鞏固了成本和產能優勢,為做強做大含氟電子材料奠定了堅實的基礎。報吿期內氟類電子特氣銷售收入和毛利水平有較大幅度提升,為公司業績做出重要貢獻。

5、報吿期內,預計非經常性損益對淨利潤的影響金額約3000萬元,主要為確認的政府補助收益。

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