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瑞德智能(301135.SZ)上半年淨利潤2129.51萬元 同比下降51.72%
格隆匯 08-21 16:03

格隆匯8月21日丨瑞德智能(301135.SZ)公佈2022年半年度報吿,報吿期內,公司實現營業收入51,393.47萬元,同比下降18.09%;實現歸屬於上市公司股東淨利潤2,129.51萬元,同比下降51.72%;實現扣除非經常性損益後歸屬於上市公司股東淨利潤1,465.81萬元,同比下降62.09%。

主要經營業績變動原因如下:

1、公司主要產品是小家電智能控制器和大家電智能控制器,主要用於白色家電產品,報吿期內該兩類產品的銷售收入佔公司主營業務收入的比重為97.73%,因此公司業務發展與下游白色家電產業的消費需求及宏觀經濟走勢息息相關。當宏觀經濟處於上升階段時,白色家電市場需求發展迅速;反之,當宏觀經濟處於下降階段時,白色家電市場發展放緩。公司作為智能控制器供應商,宏觀經濟環境和下游白色家電行業波動對公司業務的持續增長和盈利能力的影響較大。

2、材料成本是公司主營業務成本的重要組成部分。2021年受疫情及國內外複雜的經濟形勢等外部因素影響,為滿足客户需求、保障訂單的快速響應和交付能力,公司延長部分主要原材料的滾動備貨週期,到2022年上半年公司主要原材料價格逐步穩定,但公司儲備的部分原材料庫存在二季度消耗並計入成本,同時,公司對客户的銷售價格傳導具有一定滯後性。報吿期產品綜合毛利率17.81%,同比下降3.16%。

3、報吿期內,公司在深耕家電控制器領域的同時,逐步拓展電機電動、醫療健康、智能家居、汽車電子及鋰電儲能等多條新賽道。目前公司多條新賽道尚處於前期投入階段,研發投入較大,尚未對業績產生有力支撐。

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