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飛榮達(300602.SZ):預計半年度淨利潤同比增長1243.65%~1492.48%
格隆匯 07-15 19:54

格隆匯7月15日丨飛榮達(300602.SZ)公佈,預計半年度淨利潤5,400萬元~6,400萬元,比上年同期變動幅度1243.65%~1492.48%,扣非淨利潤4,700萬元~5,700萬元。1、報吿期內,公司預計2024年上半年度實現營業收入約21.70億元,較上年同期增長約22.05%。2、2024年上半年,公司消費類電子業務由於主要客户業務回暖、出貨量持續提升,以及公司手機及筆記本電腦等終端產品的市場份額提升,訂單量增加,促使該領域營業收入同比有較大增長,毛利率提升,盈利能力增強。由於部分手機項目延緩的影響,公司手機業務第二季度環比第一季度有所下降,但當前相關業務訂單已逐步恢復交付。

公司繼續推進新能源汽車業務的發展,並進行新能源產品結構調整,訂單量持續增長,由於原材料價格上升、新客户導入、部分新項目打樣等因素影響導致報吿期內新能源領域毛利率有所下降。光伏逆變器和儲能業務受市場環境影響訂單量下滑,營收情況未達預期。

公司在通信領域市場份額增加,產能得到釋放,毛利率有較大提升,盈利能力同比上升。公司一直積極配合客户需求開展通信相關產品的研發和技術儲備,並不斷有迭代產品已提供給通信類客户。公司服務器相關業務開展較為順利,已配合客户開發了多款液冷散熱產品、3D-VC/VCE等特種散熱器,並有部分產品小批量交付。公司將持續加快佈局及深挖熱管理及電磁屏蔽解決應用方案的客户及業務佈局,滿足不同客户的不同產品、不同使用環境場合及不同使用等級等方面的散熱和電磁屏蔽需求,進一步提升公司市場佔有率。

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