當虹科技(688039.SH)：2022年度預虧9000萬元-9500萬元
格隆匯1月30日丨當虹科技(688039.SH)公佈，經公司財務部門初步測算，預計2022年年度實現歸屬於母公司所有者的淨利潤與上年同期(法定披露數據)相比，將出現虧損，實現歸屬於母公司所有者的淨利潤為-9000萬元至-9500萬元。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後的淨利潤為-9300萬元至-9800萬元。
業績變化的主要原因：
(一)收入下降：1、報吿期內，公司泛安全客户所屬行業受疫情影響較大，客户需求出現下滑、部分項目取消或暫緩，硬件設備供貨受阻，公司業務拓展和項目實施推進受到影響。2、報吿期內，受疫情影響公司產品及服務的交付及驗收週期有所延長，部分收入確認滯後。3、公司在泛安全領域逐步從中心端往邊緣端尤其是邊緣端的視頻壓縮和AI識別切入，推出的5G邊緣計算終端產品已在部分新行業成功落地，但在本報吿期內尚未形成規模化推廣。
(二)研發投入增加：報吿期內，為滿足業務發展、新行業佈局以及產品持續創新需要，公司在視頻處理核心算法、產品國產化替代、AR/VR/XR技術、車載智能娛樂座艙以及AIGC(AI-GeneratedContent，即人工智能自動生成內容)智能內容生產系統等領域持續加大投入，持續加大優秀人才的儲備。報吿期內的人員數量增加明顯，人員薪酬增加。
(三)商譽減值：報吿期內，公司收購的上海夢魚信息科技有限公司所處的泛安全行業發生較大變化。結合上海夢魚信息科技有限公司的實際經營情況，公司判斷因該項收購產生的有關商譽存在減值跡象，公司對收購形成的商譽進行了初步減值測試，並計提了減值準備。
(四)銀行存款利息及理財收益下降：報吿期內，公司持續投入資金用於智能視頻產業基地項目以及前沿視頻技術研發中心建設項目的建設；另一方面，為滿足公司長期戰略發展需要，增強公司產業鏈的上下游協同效應，公司在報吿期內對外股權投資增加，導致公司貨幣資金餘額下降，銀行存款利息及理財收益下降。
(五)新業務方向投入增加：報吿期內，公司加大在車載智能娛樂座艙方向的投入，已獲得多家車企的定點，為車企提供智能座艙產品，並與客户及合作伙伴推動聯合運營方案。但按照汽車行業的行業特性，報吿期內已定點的車型及項目，系在軟件產品交付驗收或車型量產後方能持續產生相應的收入，因此公司用於車載智能娛樂座艙業務的投入在報吿期內尚未產生與投入相匹配的收入規模。
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