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晶科電子股份(02551.HK)預計上半年營收增長0%–10%,車規級器件產品訂單實現大幅增長

格隆匯8月21日丨晶科電子股份(02551.HK)發佈公告,截至2025年6月30日止六個月,集團預期錄得營業收入人民幣10.8億元–人民幣11.78億元,同比增長約0%–10%;錄得淨利潤人民幣1,000萬元–人民幣2,000萬元,同比減少約60%–80%。淨利潤減少主要是(1)爲了拓展集團未來業務發展,積極落實戰略佈局,正在投入建設廣州領爲視覺大灣區總部及研發基地,導致相關費用有所上升。儘管上述投入階段性增加了報告期間的成本支出,但有助於提升集團技術實力與訂單獲取能力,爲集團的長期增長奠定堅實基礎;(2)汽車行業2025年上半年競爭加劇,階段性導致銷售單價下降。

同時,公告指出,董事會謹此強調,集團主營業務由汽車智能視覺、新型顯示、高端照明三大板塊構成,具有一定的市場抗風險能力,主營業務良好發展趨勢沒有變化。其中,2025年上半年新型顯示、高端照明業務板塊保持良好穩健發展。同時,汽車智能視覺業務中的車規級器件產品在訂單方面同比實現大幅增長,顯示出良好的產品競爭力和增長潛力。董事會預計隨着集團在各業務板塊戰略投入逐步形成效益,進一步提升產品技術競爭力,相信集團業務增長潛力逐步增強,經營效益也將隨之優化。可見,董事會對集團中長期發展充滿信心!

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