通富微電(002156.SZ):半年度預虧1.7億-1.98億元、同比盈轉虧
格隆匯7月16日丨通富微電(002156.SZ)公佈,預計2023年半年度歸屬於上市公司股東的淨利潤為虧損1.7億元- 1.98億元,上年同期為盈利3.65億元;扣除非經常性損益後的淨利潤為虧損2.35億元-2.83億元,上年同期為盈利3.11億元。
業績變動原因如下:1、報吿期內,受外部經濟環境及行業週期波動影響,全球半導體市場疲軟,下游需求復甦不及預期,導致封測環節業務承壓,公司傳統業務亦受到較大影響。公司立足市場最新技術前沿,努力克服消費類電子市場不振及產品價格下降帶來的不利影響,積極調整產品佈局,在高性能計算、新能源、汽車電子、存儲、顯示驅動等領域實現營收增長,積極推動Chiplet市場化應用,實現了規模性量產。經公司財務部門初步統計,2023年1-6月,公司實現營業收入99.09億元左右,同比增長3.58%左右。
2、基於國內外大客户高端處理器和AI芯片封測需求的不斷增長、先進封測技術的更新迭代等因素,通富超威檳城持續增加美元貸款,用於新建廠房,購買設備和原材料,特別是為未來擴大生產增加備料較多。上述情況,使得公司合併報表層面外幣淨敞口主要為美元負債,由於美元兑人民幣匯率在2023年第二季度升值超過5%致使公司產生較大匯兑損失,經公司財務部門初步統計,因匯兑損失減少歸屬於母公司股東的淨利潤2.03億元左右,如剔除上述匯率波動影響,2023年上半年公司歸屬於母公司股東的淨利潤為正。
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