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納思達(002180.SZ):半年度扣非淨利潤預降49.98%-65.94%
格隆匯 07-16 19:09

格隆匯7月16日丨納思達(002180.SZ)公佈,預計2023年半年度歸屬於上市公司股東的淨利潤3億元-4.5億元,同比下降57.78%-71.86%;扣除非經常性損益後的淨利潤3.2億元-4.7億元,同比下降49.98%-65.94%。

業績變動原因如下:

(一)打印機業務:(1)奔圖電子(PANTUM)。2023年上半年,奔圖預計實現營業收入約21.91億元,同比增長約3.68%;打印機銷量同比增長約7%。2023年上半年,奔圖海外市場出貨量同比增長超過30%,但受信創節奏影響,信創打印機出貨量同比有所下降,行業國產化開始出貨,其中金融行業出貨量同比增長超過200%;報吿期內,奔圖A3打印機出貨量同比增長超過100%。

(2)利盟國際(LEXMARK)。2023年上半年,利盟國際營業收入約10.13億美元,同比下滑約13%,利盟自有品牌打印機銷量同比增長約12%,但受OEM業務出貨趨緩影響,利盟打印機整體銷量同比下降約32%。利盟管理層報表數據顯示,息税折舊及攤銷前利潤(EBITDA)預計約0.88億美元,同比下降約33%。

(二)打印機通用耗材業務(橫琴格之格)。2023年上半年,通用耗材業務預計營業收入約29.11億元,同比下降約5.95%。

(三)集成電路業務(極海微 )。2023年上半年,極海微營業收入約7.7億元,同比下降約27%。芯片總銷量同比增長約13.5%(其中非耗材芯片銷量同比增長74%)。報吿期內,極海微加大汽車及工控高端產品研發投入,研發費用約2.3億元,同比增長約30%,上半年共計推出2款汽車、工控M4內核產品。下半年極海微將繼續在汽車電子、工控、新能源等高端產品應用領域加快新產品佈局,多款MCU芯片新品將於2023年陸續發佈上市。

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