中微半導(688380.SH)2022年度淨利潤預降91.72%、消費電子和家電市場需求不景氣
格隆匯1月20日丨中微半導(688380.SH)公佈,預計2022年年度實現歸屬於母公司所有者的淨利潤為6500萬元左右,與上年同期(法定披露數據)相比,將減少72004.79萬元左右,同比減少91.72%左右;歸屬於母公司所有者的扣除非經常性損益的淨利潤為6600萬元左右,與上年同期(法定披露數據)相比,將減少47241.8萬元左右,同比減少87.74%左右。
業績變化的主要原因如下:
(一)由於受到國內疫情反覆和宏觀經濟增速放緩等多方面因素的影響,消費電子市場和家電市場需求不景氣,使得公司今年營業收入和毛利率均有明顯下降。
(二)2021年下半年上市公司聲光電科以發行股份的方式購買了公司持有的參股子公司重慶中科芯億達電子有限公司的全部股份,2021年公司持有的聲光電科股票產生的公允價值變動損益金額較大,2022年上半年聲光電科股價下降,造成公司2022年度公允價值變動損益為-3220.28萬元。
(三)公司佈局大家電和汽車電子芯片市場,公司2022年度研發投入為12643.94萬元左右,較2021年有較大幅度增長。
(四)2021年由於市場供求矛盾突出,公司產品供不應求,產品單價上漲明顯,毛利率接近70%,實現歸屬於母公司所有者的扣除非經常性損益的淨利潤5.38億元;2022年市場供求矛盾消除,產品價格回落,毛利率歸回歷史水平,相比2021年基數,2022年盈利下降比例較大。
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