普冉股份(688766.SH)：預計上半年淨虧損6800萬元-8700萬元
格隆匯7月31日丨普冉股份(688766.SH)公佈，經公司財務部門初步測算，預計2023年半年度實現營業收入為40,400.00萬元到52,300.00萬元，與上年同期相比，將減少4,640.65萬元到16,540.65萬元，同比下降8.15%到29.05%。經公司財務部門初步測算，預計2023年半年度實現歸屬於母公司所有者的淨利潤為-8,700.00萬元到-6,800.00萬元，與上年同期相比，將減少17,139.78萬元到19,039.78萬元，同比下降165.77%到184.14%。公司預計2023年半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-10,700.00萬元到-8,800.00萬元，與上年同期相比，將減少18,916.07萬元到20,816.07萬元，同比下降186.99%到205.77%。
2023年上半年，全球經濟及行業需求疲軟的影響並未完全消除，公司基於經濟形勢和市場供需情況，積極鞏固公司原有存儲產品市場份額，採取適當降價去庫存的定價策略以逐步消化過多庫存引起的供需不平衡狀況。在上述因素影響下，公司大部分產品價格較去年同期均有不同幅度的下降，對公司各產品線營業收入和毛利率水平均有不利影響。就2023年上半年分季度來看，公司基於工藝和價格的差異化策略，進一步拓展產品線和海內外市場，逐步導入下游更多的應用領域，公司營業收入第二季度環比實現增長。
2023年上半年，公司持續重視產品研發和下游應用結構的優化，保持高強度的研發投入。在原有存儲芯片領域，重點突破大容量NORFlash產品，深化存儲芯片在工控、車載領域的大面積覆蓋；在“存儲+”芯片領域，積極拓展更多品類及規格的MCU產品，完善MCU軟硬件等各方面生態建設，持續深耕VCMDriver光學防抖領域等。研發力度的增強使得2023年6月末的研發人員數量較去年同期末人員數量顯著增加，同時，公司的規模擴大使得銷售、管理人員相較於去年同期有較大幅度的增加。此外，2022年度股權激勵計劃的實施使得股份支付成本較上年同期有所增長。
2023年上半年，由於整體消費需求仍然較弱，且下游渠道庫存尚在逐步消化的過程中，公司存貨週轉率下降。公司基於謹慎原則對存貨進行減值計提，報吿期內確認的資產減值損失約為6,900萬元至9,000萬元。
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