均勝電子(600699.SH):上半年公司全球累計新獲訂單全生命週期金額約504億元 扣非淨利潤同比增長約61%
格隆匯7月29日丨均勝電子(600699.SH)公布半年度業績快報,報吿期內,面對全球汽車市場競爭格局的不斷變化,公司各項業務仍保持穩健推進,實現營業收入約271億元;實現歸屬於上市公司股東的淨利潤約6.38億元,同比增長約34%,歸屬於上市公司股東的扣除非經常性損益的淨利潤6.40億元,同比增長約61%,主營業務盈利能力持續增強,總體盈利水平繼續保持快速增長趨勢。
公司近年來重點推進的各項降本增效措施成效顯著,成本持續優化,2024年上半年整體毛利率水平同比穩步提升2.4個百分點至約15.8%,主營業務盈利能力持續增強,特別是汽車安全業務毛利率同比提升3.6個百分點至約14.3%,隨着歐洲、美洲區域業務的持續改善,汽車安全業務業績實現連續多個季度環比提升,全球四大業務區域均已實現盈利,業績增長顯著;汽車電子業務毛利率約19.3%,繼續保持相對穩定;分國內外地區看,公司主營業務國內地區毛利率同比提升2.74個百分點至約18.79%,國外地區毛利率同比提升2.24個百分點至約14.97%。此外,第二季度單季度公司整體毛利率水平同比提升2.3個百分點至約16.1%,環比第一季度提升0.6個百分點左右。
公司積極把握智能電動汽車滲透率持續提升、中國自主品牌及頭部新勢力品牌市佔率不斷提高、國內車企出海等市場機遇,積極拓展重點客户,優化新業務訂單結構,2024年上半年公司全球累計新獲訂單全生命週期金額約504億元,新業務訂單持續保持着強勁的拓展勢頭。
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