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A股異動丨歌爾股份一度升5%創階段新高,上半年淨利同比預增180%-200%超預期
格隆匯 07-15 13:23
歌爾股份(002241.SZ)一度升5%報22.78元,股價創2023年4月以來新高。消息面上,歌爾股份上週五盤後公吿,預計上半年淨利11.81億元–12.65億元,同比增長180%–200%。東吳證券稱,歌爾股份預計二季度單季歸母淨利潤8.0-8.9億元,同比增長153%-182%,業績大超預期。公司上半年業績持續超預期主要源自於淨利率保持逐季回升:1)較高毛利率的XR眼鏡頭部客户以及TWS耳機大客户的出貨量恢復增長(下滑的遊戲機業務毛利率偏低),帶來整機組裝產品結構優化;2)高毛利率的精密零組件業務受益於下游傳統3C產品拉貨而實現佔總收入比例有所提升;3)公司繼續強化精益運營,保持高效內控優化,注重整體盈利質量的提升,延續了自去年下半年以來的盈利能力持續回升趨勢。隨着核心競爭力的持續鞏固、重點客户項目的持續突破、各類智能硬件的需求回暖,公司未來有望保持高增長趨勢。

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