鼎龍股份(300054.SZ):半年度淨利潤預增110%-130%
格隆匯6月25日丨鼎龍股份(300054.SZ)公佈2024年半年度業績預吿,報吿期歸屬於上市公司股東的淨利潤盈利20,133.06萬元–22,050.50萬元,比上年同期上升110%-130%;扣除非經常性損益後的淨利潤盈利18,133.06萬元–20,050.50萬元,比上年同期上升166%-194%。
2024年上半年度,公司經營業績同比大幅上升,具體原因為:
1、受國內半導體及OLED顯示面板行業下游稼動率以及公司產品市佔率顯著提升的影響,公司光電半導體板塊業務(含半導體材料業務及集成電路芯片設計和應用業務)實現營業收入約6.4億元(其中芯片業務收入已剔除內部抵消),營收佔比從2023年的32%持續提升至約42%水平。
2、打印複印通用耗材業務保持穩步發展,本期預計實現營業收入約8.8億元,同比略有增長。公司通過降本增效,產品結構優化等多方面政策提升產品毛利率,夯實公司在行業的競爭力。
3、預計報吿期非經常性損益約為2,000萬元,主要是政府補助影響;去年同期非經常性損益金額為2,773.31萬元。
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