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散戶想“報警”!算力大牛股Q1業績爆雷,股價重挫10%
格隆匯 04-16 15:36

算力板塊又被帶崩了。

今日,弘信電子大跌10%,領跌板塊,杭鋼股份跌超8%,海南華鐵、宏景科技、浙大網新、奧飛數據跌超5%。

算力板塊人氣股弘信電子一季度淨利大幅下滑,投資者人心惶惶,紛紛擔心其他公司出現業績爆雷。

此外,英偉達H20芯片出口管制也增添了一份不確定性。

Q1淨利暴跌75%

今年一季度,弘信電子的營收、淨利潤雙雙下滑。

期間實現營收15.87億元,同比下降4.97%;歸母淨利潤680.07萬元,同比下降75.8%;扣非淨利潤512.72萬元,同比下降66.89%。

同時,弘信電子的現金流情況連續惡化,需要靠融資輸血。

今年一季度,公司經營產生的現金流爲-2.95億元,同比下降90.3%,主要用於支付貨款;投資產生的現金流爲-2.43億元,同比下降1097.43%,主要用於收購安聯通和購買算力服務器。

不過,這份一季報並非只有壞消息。

算力業務第一季度實現營業收入7.16億元,佔總營收的比重約爲45.1%,已成爲公司重要收入來源。

截至今年一季度末,弘信電子的預付款達到1.1億元,同比增長66.06%,主要系一季度算力業務預付款項增加。

令人意外的是,弘信電子近年來的業績連續虧損,去年有所好轉,如今一季度又大幅下滑。

2021年-2023年,弘信電子連虧三年,分別實現淨利潤-2.68億元、-3.08億元、-4.36億元。

去年,弘信電子實現營收58.75億元,同比增長68.91%;歸母淨利潤5681.57萬元,同比增長113.05%,實現扭虧爲盈。

散戶大量涌入

資料顯示,弘信電子主要有兩大業務,分別爲消費電子相關的FPC業務、AI相關的算力業務

AI方面,弘信電子通過收購安聯通完成英偉達與國產算力芯片資源的雙線佈局,與燧原科技深度合作推進國產算力板卡和服務器研發。

得益於AI的快速發展,弘信電子的股價走出了一波“慢牛”行情。

2024年9月到今年3月,弘信電子的股價從最低的12.78元漲到了47.61元,接近翻3倍。

不過,3月12日,受造謠小作文影響,弘信電子股價大跌,並同步帶崩算力板塊。

儘管弘信電子緊急進行了報警處理,但公司股價卻一去不復返,目前回調幅度已超37%。

截至一季度末,弘信電子的股東總人數已達8.42萬,在2個季度的時間內就翻倍了。

此次一季報出爐後,有投資者調侃:“公司能報警,散戶可以報警嗎?”

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