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美芯晟(688458.SH):預計半年度淨利潤500萬元左右 同比扭虧爲盈

格隆匯7月14日丨美芯晟(688458.SH)公佈,1、預計2025年半年度實現營業收入爲2.65億元左右,與上年同期(法定披露數據)相比,預計將增加7100萬元左右,同比增加37%左右。2、預計2025年半年度實現歸屬於母公司所有者的淨利潤爲500萬元左右,與上年同期相比,預計將增加2100萬元左右,增幅131%左右,扭虧爲盈。3、預計2025年半年度實現歸屬於母公司所有者扣除非經常性損益後的淨利潤爲-330萬元左右,與上年同期相比,預計將增加2500萬元左右,增幅88%左右。

本報告期內,通過持續的技術領先與規模效應推動,公司的銷售收入同比增長約37%。產品結構的優化與供應鏈的持續整合優化了毛利率,運營效率及經營管理效率得到提升,共同推動半年度淨利潤扭虧爲盈。本報告期內,收入同比保持較高增幅,主要得益於客戶需求的增長、新產品的量產出貨以及市場應用的拓展。智能手錶頭部品牌需求量的上升推動了光學傳感器業務同比大幅增長,ToF激光傳感器等新品快速切入機器人領域,在智能手機、AIoT等不同應用終端上的多款光學方案應用也在加速驗證和推廣中。無線充電產品線隨着無線充電生態的拓展、終端需求的增加、工藝技術升級迭代,也保持了較快的增速。本報告期內,毛利率優化,淨利率大幅提升並轉正,主要原因在於:1、公司長期堅持研發創新,高毛利產品銷售佔比增加,提升了公司的綜合毛利率;2、公司自主開發BCD與光學及激光器件工藝技術,同時與供應鏈深度合作優化成本、提升良率,創新和優化持續貫穿設計到生產的各個環節,爲未來公司毛利率的持續優化奠定基礎;3、公司堅持高質量發展,改善管理流程,提升運營效率及經營管理效率,規模效應凸顯,收入及毛利增幅大於費用增幅,淨利潤得到提升並轉正。

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