東微半導(688261.SH):2022年度淨利預增87.20%-114.43%
格隆匯1月30日丨東微半導(688261.SH)公佈,公司預計2022年年度實現歸屬於母公司所有者的淨利潤為2.75億元到3.15億元,與上年同期(法定披露數據)相比,將增加12,809.63萬元到16,809.63萬元,同比增長87.20%到114.43%。
公司預計2022年年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤為2.57億元到2.97億元,與上年同期(法定披露數據)相比,將增加11,607.90萬元到15,607.90萬元,同比增長82.61%到111.08%。
報吿期內,公司主營業務保持穩定發展的態勢,淨利潤增長主要系公司聚焦於新能源汽車、光儲等高景氣賽道,營業收入持續增加,充分受益於功率半導體結構性需求分化紅利;並通過不斷深化與上下游優秀合作伙伴的合作關係,持續擴大產能。公司通過數字化手段不斷提高運營效率,期間費用保持相對穩定。公司主營產品廣泛應用於光伏逆變器、儲能、新能源汽車直流充電樁、各類工業和通信電源、車載充電機以及消費類電子、適配器等領域。公司業績的持續增長主要系受前述應用領域結構性需求增長、技術迭代及產品組合結構進一步優化等因素影響。同時報吿期內,公司持續產品技術迭代、產品組合結構調整及產品漲價,使得公司的毛利率較去年同期相比實現大幅增加,推動了公司主營業務綜合盈利能力的穩定提升。
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