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鴻遠電子(603267.SH):預計半年度淨利潤同比增長41.38%到60.51%

格隆匯7月14日丨鴻遠電子(603267.SH)公佈,1、經財務部門初步測算,預計2025年半年度實現歸屬於母公司所有者的淨利潤17,000.00萬元到19,300.00萬元,與上年同期(法定披露數據)相比,將增加4,975.54萬元到7,275.54萬元,同比增長41.38%到60.51%。2、預計2025年半年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤16,430.00萬元到18,730.00萬元,與上年同期(法定披露數據)相比,將增加4,705.78萬元到7,005.78萬元,同比增長40.14%到59.75%。

(一)2025年是我國“十四五”規劃收官之年,公司高可靠領域客戶業務推進節奏顯著提速,有效拉動高可靠電子元器件行業景氣度明顯回暖。在此背景下,公司核心產品高可靠瓷介電容器的市場需求呈現強勁復甦態勢,直接推動公司銷售訂單與銷售收入實現快速增長。(二)隨着高可靠瓷介電容器產量的增加,生產規模效應顯現,疊加柔性生產線改造帶來的交付效率優化,產品單位固定成本得以攤薄。儘管面臨下遊客戶的價格壓力,公司仍藉助於規模效應、效率改善及成本管控,實現該等核心產品毛利水平的企穩回升。(三)公司濾波器、微控制器及配套集成電路佈局成效顯現,銷售訂單與銷售收入均實現快速增長,推動公司整體經營業績呈現向好態勢。

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