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聚辰股份(688123.SH):預計2023年淨利潤同比減少70.89%-73.15%
格隆匯 01-26 18:42

格隆匯1月26日丨聚辰股份(688123.SH)公佈,經財務部門初步測算,聚辰半導體股份有限公司預計2023年度實現歸屬於母公司所有者的淨利潤9,500.00萬元到10,300.00萬元,較上年同期將減少25,877.27萬元到25,077.27萬元,同比減少73.15%到70.89%。公司預計2023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8,500.00萬元到9,300.00萬元,較上年同期將減少30,777.96萬元到29,977.96萬元,同比減少78.36%到76.32%。

受全球宏觀經濟下行、地緣政治局勢緊張、終端消費電子行業景氣度下滑以及下游模組廠商的採購及庫存策略調整等因素影響,公司部分業務的發展承受了較大壓力。具體到主要產品而言,個人電腦及服務器市場需求的疲軟,使得全球主要內存模組廠商通過暫停採購和削減產能等方式減輕庫存壓力,導致報吿期內公司SPD產品的銷量及收入較上年同期出現較大幅度下滑,成為影響公司業績下滑的主要因素。隨着下游內存模組廠商庫存水位的逐步改善,以及DDR5內存模組的滲透率持續提升,公司第四季度特別是12月份的SPD產品銷量及收入環比實現較大幅度增長,相關業務回暖趨勢明顯。

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