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宸展光電(003019.SZ):上半年淨利潤預增56.00%–85.00%
格隆匯 07-08 16:36

格隆匯7月8日丨宸展光電(003019.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1.17億元–1.39億元,比上年同期增長56.00%–85.00%;扣除非經常性損益後的淨利潤盈利1.09億元–1.31億元,比上年同期增長50.84%–80.93%;基本每股收益盈利0.69元/股–0.82元/股。

報吿期內,公司經營業績上升的主要原因如下:

1、營業收入增長:受惠於客户庫存調整週期結束,及在公司業務團隊積極爭取訂單的努力下,公司ODM及OBM MicroTouch™品牌業務較去年同期增長。同時,控股子公司鴻通科技新一代產品於2024年開始進入量產階段,營業收入同比亦大幅增長。

2、毛利額增加:通過積極優化產品成本及組合,公司ODM及OBM MicroTouch™品牌產品的毛利率維持在相對較高水平,因此,在公司營業收入取得大幅增長的情況下,公司毛利額同步增長。

3、費用管控及庫存優化:持續提升運營效率,在拓展業務的同時費用僅微幅增加。此外,2023年下半年度開始,公司積極管控及處置閒置庫存,因此2024年上半年存貨跌價準備的計提對公司淨利潤的影響較去年同期下降。

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