信濠光電(301051.SZ):2024年度預虧2.90億元-3.55億元
格隆匯1月15日丨信濠光電(301051.SZ)公佈2024年度業績預吿,2024年歸屬於上市公司股東的淨利潤虧損2.90億元–3.55億元,上年同期盈利4,050.02萬元;扣除非經常性損益後的淨利潤虧損3億元–3.67億元,上年同期盈利669.15萬元。
受光伏行業深度調整的不利影響,海外新能源市場價格波動導致公司虧損加劇,存貨減值增加;受客户合力泰重整、回款逾期等影響,公司2024年度計提信用減值較多;受全資子公司新建廠區的影響,新設立的全資子公司恩施信濠和滁州信濠研發投入較大,導致當期虧損較多,目前恩施信濠新廠區已開始投產並逐步提升產能,滁州信濠廠區還在籌建中,預計2025年3月投產;受行業競爭日漸激烈的影響,公司玻璃蓋板業務2024年度平均售價下降,導致毛利率同比下滑。
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