瑞芯微(603893.SH):半年度淨利預減89%至93%
格隆匯7月14日丨瑞芯微(603893.SH)公佈2023年半年度業績預吿,經財務部門初步測算,預計2023年半年度實現營業收入約85,800萬元,同比減少約31%。預計2023年半年度實現歸屬於母公司所有者的淨利潤2,000萬元到3,000萬元,與上年同期(法定披露數據)相比,將減少25,229萬元到24,229萬元,同比減少93%到89%。預計2023年半年度實現歸屬於上市公司股東的扣除非經常性損益的淨利潤1,000萬元到2,000萬元,與上年同期(法定披露數據)相比,減少18,593萬元到17,593萬元,同比減少95%到90%。
本期業績變動的主要原因:1、2023年上半年國內、國外電子產品總需求下降,尤其出口下降明顯。其中1-2月仍受到2022年客户去庫存餘波影響,3月以後逐步好轉。報吿期內,公司營業收入同比下降約31%,其中第二季度同比下降約24%,但環比增長約60%。2、2023年由於同行業公司庫存較大,產品競爭激烈,銷售價格承壓,同時部分晶圓成本仍在上升,毛利率同比下降。公司今年面臨AIoT重大機遇,仍保持高額研發投入,上半年研發費用約2.6億元,較去年增長。多因素疊加,報吿期內公司淨利潤同比下降93%到89%。3、由於2021年缺貨的影響延續,2022年上半年業績基數較高,2022年下半年基數較低。我們對下半年業績增長有信心。
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