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晶鑫光电/JINGXING Opto-electronic

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疫情影响明显,一季报多数企业预告净利润业绩下滑 The impact of the epidemic is obvious, most companies report a decline in net profit performance in the first quarter report

昨晚,利亚德、洲明科技、雷曼光电、联建光电、聚飞光电、瑞丰光电、鸿利智汇、乾照光电、三极雄光、英飞特、名家汇、远方信息等10余家相关LED上市公司相继披露了2020年一季度业绩预告。从业绩预告中可以看出,一季度受疫情影响明显,多数公司净利润有所下滑,但LED企业们也纷纷表示已积极措施应对疫情,若二季度国内外疫情得到有效控制,后续经营情况将逐步改善,恢复正常。

 

 

利亚德:净利润500.0万元至1500万元,下降幅度为-98.53%至-95.61%

 

利亚德公告,2020年第一季度净利润500万元—1,500万元,比上年同期下降98.53%—95.61%。关于业绩变动的原因,利亚德指出:

 

一是由于一季度受到国内疫情影响,生产自2月下旬才逐步复工,3月下旬物流才恢复,影响产品发货,截至目前现场实施及安装基本尚未恢复,影响项目结算与验收,由于春节和疫情原因实际上国内业务一季度仅有一月上旬(半个月)有效工作时间,致使营业收入(预计12亿元)较上年同期下降约49%;

 

二是因为一季度为全年显示业务淡季,去年同期夜游经济占比较高达26%,本年占比会大幅下降,同时销售费用、管理费用、财务费用等固定支出每季度变化不大,致使公司净利润大幅下滑。

 

虽然受到疫情影响,但截至目前,公司境内外订单影响不大;若二季度国内外疫情得到有效控制,经营有望恢复正常。

 

公司预计2020年第一季度非经常性损益对净利润的影响金额约为500万元,对净利润影响较小。

 

 

洲明科技:净利润6593万元至7170万元,下降幅度为-20.00%至-13.00%

 

洲明科技公告,2020年第一季度盈利6593.43万元—7170.36万元,比上年同期下降:13%—20%。关于业绩变动的原因,洲明科技指出:

 

1、受新型冠状病毒肺炎疫情的影响,2020年2月全国多地实施了严格的疫情防控措施,行业上下游复工及项目招投标、项目实施进度等有所延后,导致一季度国内业绩受到短期阶段性影响。进入3月后,国内疫情控制成效显著,公司及上下游的生产经营有序恢复,国内客户订单交付、新接订单、供应链配套等逐步恢复正常,但是国外疫情的蔓延导致部分租赁类显示屏项目订单延期,公司将积极面对挑战,持续关注国外疫情的发展态势和对公司海外业务的影响情况。

 

2、在本次疫情的影响下,公司的智慧应急、智慧医疗、智慧会议、5G智慧路灯等软硬件一体化综合解决方案得到了市场与客户的广泛认可。

 

3、根据近期国家一系列重要会议和政策精神,“新基建”将会在疫情的影响下加速推进,公司将牢牢把握发展机遇,充分发挥前期积累的综合核心竞争力,项目 本报告期 上年同期归属于上市公司股东的净利润盈利:6,593.43万元—7,170.36万元8,241.79万元比上年同期下降:13%—20%2争取实现跨越式发展。

 

4、公司预计2020年第一季度非经常性损益对净利润的影响金额约为1,300万元。

 

 

雷曼光电:盈利363.73 万元 –727.44 万元,比上年同期下降40% - 70%

 

雷曼光电公告,预计一季报净利润363.7万元至727.4万元,下降幅度为-70.00%至-40.00%。雷曼光电表示,受新型冠状病毒疫情影响,公司及相关产业链复工延迟,供应商供货不及时,在手订单延期交货,导致公司一季度营业收入下滑,公司业绩有所下降。在疫情缓解的情况下,相关业务将逐步恢复正常,公司收入、效益随着订单执行的持续推进将逐步体现。

 

 

联建光电:净利润-8300万元至-7800万元,下降幅度为-153.65%至-138.37%

 

联建光电公告,一季度预计亏损:7,800 万元~8,300 万元。关于业绩下滑的原因,联建光电指出:

 

1、报告期内公司业绩变动情况2020年第一季度归属于上市公司股东的净利润较上年同期同比大幅下降,主要原因为一季度一般为营销广告行业销售淡季,加上新型冠状病毒肺炎疫情影响,各子公司复工时间推迟,收入较去年同期大幅下降,导致公司出现较大亏损。此外,处置子公司等事项也造成了公司一定的非经营性亏损。随着全国陆续复工复产,预计公司后续经营情况将逐步改善。

 

2、非经常性损益的影响报告期内,公司非经常性损益对净利润的影响额约为-2,100万元。

 

 

聚飞光电:净利润5064万元至6752万元,变动幅度为-10.00%至20.00%

 

聚飞光电公告,盈利5063.67 万元--- 6751.56 万元,比上年同期变动-10%--- 20%。聚飞光电指出,报告期内,公司整体经营稳健,为积极应对新冠肺炎疫情带来的影响,在做好防疫防控措施的前提下迅速复工复产,及时满足了客户需求,保证了核心产品全球市场占有率的持续提升。

 

瑞丰光电:净利润654.4万元至981.6万元,下降幅度为-60.00%至-40.00%

 

瑞丰光电公告,预计一季报业绩净利润654.4万元至981.6万元,下降幅度为-60.00%至-40.00%。瑞丰光电表示,由于新型冠状病毒肺炎疫情先后在全球不同国家爆发,公司的经营活动受到一定影响,2020 年第一季度公司营业收入和利润有所下降,联营和合营企业的投资收益同比亦明显下降。报告期内,公司非经常性损益预计为 750 万元。

 

 

鸿利智汇:净利润0.00元至2060万元,下降幅度为-100.00%至-80.00%

 

鸿利智汇公告,预计一季报业绩净利润0.00元至2060万元,下降幅度为-100.00%至-80.00%。鸿利智汇指出,公司 2020 年一季度业绩较上年同期相比变动的主要原因:

 

1、本报告期受新型冠状病毒肺炎疫情影响,公司及上下游企业复工延缓,同时由于交通限制导致物流运输不畅、人员返岗受阻,销售订单存在延缓或减少,公司第一季度生产及销售均受到一定程度的影响,收入、利润同比下滑。目前,公司已全面复工,随着国内疫情得到有效控制,市场已逐步恢复,公司生产经营情况也正在逐步改善并恢复正常。

 

2、受疫情影响,消费电子行业需求下降,子公司东莞市金材五金有限公司第一季度订单量减少,同时由于人员返岗受阻,产能利用率不足,固定成本较高,预计比上年同期利润减少约 0.14 亿元。

 

 

乾照光电:净利润-5100万元至-4600万

 

乾照光电公告,预计一季度净利润-5100万元至-4600万。对于业绩下滑的原因,乾照光电指出,为报告期内,受新冠病毒疫情影响产业链复工延迟,导致公司产量下降,同时LED芯片市场价格同比下降,致使毛利率同比下降。2、报告期内,受南昌蓝绿芯片项目贷款影响,财务费用同比有所增长。

 

 

三雄极光:净利润461.72万元至584.85万元,下降幅度为-25%至-5%

 

三雄极光公告,预计一季报净利润461.72万元至584.85万元,下降幅度为-25%至-5%。关于业绩下滑的原因,三雄极光指出:

 

1、报告期内,受新型冠状病毒肺炎疫情的影响,公司及上下游企业复工时间普遍延迟,公司的生产、物流配送、商业推广等生产经营活动受到一定程度限制,对公司的市场销售造成了明显影响。2020 年第一季度公司营业收入较上年同期大幅下降,归属于上市公司股东的净利润较上年同期下降。

 

2、报告期内,公司计入当期损益的政府补贴 1,667.83 万元,比去年同期93.82 万元大幅增加,主要是全资子公司重庆三雄今年一季度收到的政府补贴同比大幅增加;公司计入当期损益的理财产品收益约 624 万元,较上年同期 321万元大幅增加,主要是报告期内公司购买的理财产品到期赎回较上年同期增加,导致报告期内理财产品投资收益同比大幅增加。政府补贴和理财收益大幅增加导致报告期内公司非经常性损益大幅增加。预计报告期内公司非经常性损益对净利润的影响金额约 1,940 万元。

 

 

英飞特:净利润1402.12万元至1752.65万元,下降幅度为-20%至0%

 

英飞特公告,预计一季报净利润1402.12万元至1752.65万元,下降幅度为-20%至0%。英飞特表示:

 

1、报告期内,因国内国际新冠肺炎疫情,公司生产正常恢复与出货受到一定程度影响,导致公司一季度营业收入及利润有所下降。当前,公司生产经营已逐步恢复正常,后续将在做好疫情防控的前提下采取多项措施争取并整合资源,积极拓展市场以保障生产经营工作尽可能的有序开展。 

 

2、报告期内,预计非经常性损益对公司净利润的影响金额为人民币405.86万元,主要为公司的理财收益等。

 

 

名家汇:净利润-6000万元至-5500万元,下降幅度为-185.48%至-178.36%

 

名家汇公告,预计一季报净利润-6000万元至-5500万元,下降幅度为-185.48%至-178.36%。在业绩变动原因说明中,名家汇指出:

 

1、报告期内,受新型冠状病毒感染肺炎疫情影响,公司项目开工、业务开拓及员工复工复产有所延迟,对第一季度经营业绩带来较大不利影响。

 

2、与上年同期相比,公司增加了文旅夜游、5G 智慧灯杆新业务的研发支出,致使管理费用等同比有所增加。

 

3、非经常性损益预计对报告期内归属于上市公司股东的净利润影响金额约-171.04 万元。

 

 

远方信息:净利润95万元至128万元,下降幅度为-92.45%至-89.83%

 

远方信息公告,预计一季报净利润95万元至128万元,下降幅度为-92.45%至-89.83%。远方信息表示:

 

2020 年一季度营业收入较上年同期下降约 1600 万元。报告期内,新冠肺炎疫情对公司整体生产经营产生了明显不利影响,由于公司及上下游企业复工时间普遍延迟,物流运输不畅等因素影响,公司一季度业务拓展远不及预期。

 

本报告期内对归属于上市公司股东的净利润影响较大的因素有:公司控股子公司浙江维尔科技有限公司(以下简称“维尔科技”)业绩承诺应补偿股份,根据相关会计准则本期确认公允价值变动收益约-990 万元,剔除此部分影响,归属于上市公司股东的净利润比上年同期下降约 23%—25%。

 

报告期内,非经常性损益对公司净利润的贡献金额约为-140 万元,主要为维尔科技业绩承诺应补偿股份本期确认的公允价值变动收益、政府补助和理财收益。

 

Last night, Liad, Chau Ming Technology, Lehman Optoelectronics, Lianjian Optoelectronics, Jufei Optoelectronics, Ruifeng Optoelectronics, Hongli Zhihui, Qianzhao Optoelectronics, Tri-polar Xiongguang, Infinite, Mingjiahui, Faraway Information More than 10 related LED listed companies have successively disclosed the performance forecast for the first quarter of 2020. It can be seen from the performance forecast that the first quarter was significantly affected by the epidemic, and the net profit of most companies has declined, but LED companies have also expressed that they have actively taken measures to deal with the epidemic. If the epidemic at home and abroad is effectively controlled in the second quarter, the subsequent operation will be Gradually improve and return to normal.
 
 
Liad: Net profit of RMB 5.0 million to RMB 15 million, a decrease of -98.53% to -95.61%
 
 
Liard announced that the net profit in the first quarter of 2020 was 5 million yuan to 15 million yuan, a decrease of 98.53% to 95.61% over the same period of the previous year. Regarding the reasons for the change in performance, Liard pointed out:
 
 
First, due to the impact of the domestic epidemic in the first quarter, production was gradually resumed in late February, and logistics was resumed in late March, which affected product delivery. Up to now, the on-site implementation and installation have not been basically restored, affecting project settlement and acceptance. The cause of the epidemic was actually only effective working hours in early January (half month) in the first quarter of the domestic business, resulting in a decrease of approximately 49% in operating income (estimated at 1.2 billion yuan) from the same period of the previous year;
 
 
The second reason is that the first quarter is the low season for the whole year of business. The night tour economy accounted for 26% of the same period last year, and the proportion will drop sharply this year. At the same time, fixed expenses such as sales expenses, management expenses, and financial expenses will not change much every quarter, resulting in The company's net profit fell sharply
 
Although affected by the epidemic, as of now, the company's domestic and overseas orders have had little impact; if the domestic and foreign epidemics are effectively controlled in the second quarter, operations are expected to return to normal.
 
The company expects that the impact of non-recurring profit and loss on net profit in the first quarter of 2020 will be approximately 5 million yuan, with a small impact on net profit.
 
Chau Ming Technology: Net profit of 65.93 million yuan to 71.7 million yuan, a decrease of -20.00% to -13.00%
 
Zhou Ming Technology announced that the profit for the first quarter of 2020 was 65.943 million yuan-71.736 million yuan, a decrease from the same period of the previous year: 13%-20%. Regarding the reasons for the change in performance, Zhouming Technology pointed out:
 
1. Affected by the new coronavirus pneumonia epidemic, strict epidemic prevention and control measures were implemented across the country in February 2020. The upstream and downstream resumption of the industry, project bidding, and project implementation progress have been delayed, leading to domestic performance in the first quarter. Affected by short-term phases. After entering March, the domestic epidemic control has achieved remarkable results. The company and its upstream and downstream production and operations have resumed in an orderly manner. Domestic customer orders, new orders, and supply chain support have gradually returned to normal. When the project order is postponed, the company will actively face the challenges and continue to pay attention to the development situation of the foreign epidemic situation and the impact on the company's overseas business.
 
2. Under the influence of this epidemic, the company's smart emergency, smart medical, smart conference, 5G smart street lights and other integrated software and hardware solutions have been widely recognized by the market and customers.
 
3. According to the spirit of a series of important national conferences and policies recently, the "new infrastructure" will be accelerated under the influence of the epidemic. The company will firmly grasp the development opportunities and give full play to the comprehensive core competitiveness accumulated in the previous period. Net profit attributable to shareholders of listed companies during the same period of the year: RMB 65,943,300-RMB 7,170,36,200,241,279,900 decreased compared with the same period of the previous year: 13%-20% 2 Strive to achieve leapfrog development.
 
4. The company expects the impact of non-recurring profit and loss on net profit in the first quarter of 2020 to be approximately 13 million yuan.
 
Lehman Optoelectronics: a profit of RMB 3.637 million yuan – RMB 7.274 million yuan, a decrease of 40%-70% over the same period of the previous year
 
Lehman Optoelectronics announced that it expects to report a net profit of 3.637 million yuan to 7.274 million yuan in the first quarter, a decrease of -70.00% to -40.00%. Lehman Optoelectronics said that due to the impact of the new coronavirus epidemic, the company and related industrial chains have delayed resumption of work, suppliers have not delivered in time, and orders have been delayed for delivery, resulting in a decline in the company ’s first quarter operating income and a decline in company performance. With the mitigation of the epidemic, the relevant business will gradually return to normal, and the company's revenue and benefits will gradually be reflected as the order execution continues to progress.
 
Lianjian Optoelectronics: Net profit-83 million to 78 million yuan, a decrease of -153.65% to -138.37%
 
Lianjian Optoelectronics announced that it expects a loss in the first quarter: RMB 78 million to RMB 83 million. Regarding the reasons for the decline in performance, Lianjian Optoelectronics pointed out:
 
1. Changes in the company's performance during the reporting period The net profit attributable to shareholders of the listed company in the first quarter of 2020 decreased substantially year-on-year from the same period of the previous year, mainly because the first quarter was generally a low season for marketing and advertising industry, plus the new coronavirus pneumonia epidemic As a result, each subsidiary's resumption of work was postponed, and its revenue fell significantly from the same period last year, resulting in a large loss for the company. In addition, the disposal of subsidiaries and other matters also caused certain non-operating losses of the company. With the continuous resumption of production and production throughout the country, it is expected that the company's subsequent operations will gradually improve.
 
2. Impact of non-recurring gains and losses During the reporting period, the company's non-recurring gains and losses affected the net profit of approximately -21 million yuan.
 
 
Jufei Optoelectronics: Net profit of 50.64 million yuan to 67.52 million yuan, with a range of -10.00% to 20.00%
 
Jufei Optoelectronics announced that the profit was RMB 50,636,700-6,751.56 million, a -10%-20% change from the same period last year. Jufei Optoelectronics pointed out that during the reporting period, the company's overall operation was sound. In order to actively respond to the impact of the new coronary pneumonia epidemic, under the premise of good anti-epidemic prevention and control measures, it resumed production and resumed production quickly, meeting customer needs in a timely manner and ensuring core products. The global market share continues to increase.
 
Ruifeng Optoelectronics: Net profit of 6.54 million yuan to 9.816 million yuan, a decrease of -60.00% to -40.00%
 
Ruifeng Optoelectronics announced that it is expected to report a net profit of 6.54 million yuan to 9.816 million yuan in the first quarter, a decrease of -60.00% to -40.00%. Ruifeng Optoelectronics said that due to the outbreak of new coronavirus pneumonia in different countries around the world, the company's business activities have been affected to a certain extent, the company's operating income and profits have declined in the first quarter of 2020, and the investment income of associates and joint ventures has also been obvious year-on-year decline. During the reporting period, the company's non-recurring gains and losses are expected to be 7.5 million yuan.
 
Hongli Zhihui: Net profit of 0.00 yuan to 20.6 million yuan, a decrease of -100.00% to -80.00%
 
Hongli Zhihui announced that it is expected to report a net profit of RMB 0.00 to RMB 20.6 million in the first quarter, a decrease of -100.00% to -80.00%. Hongli Zhihui pointed out that the main reasons for the company's changes in the first quarter of 2020 compared with the same period last year were:
 
1. During the reporting period, due to the impact of the new coronavirus pneumonia epidemic, the company and upstream and downstream enterprises resumed their work. At the same time, due to traffic restrictions, the logistics and transportation were poor, the return of personnel was blocked, and the sales orders were delayed or reduced. The company's production and sales in the first quarter Both were affected to a certain extent, and revenue and profits declined year-on-year. At present, the company has fully resumed work. With the effective control of the domestic epidemic situation, the market has gradually recovered, and the company's production and operations are gradually improving and returning to normal.
 
2. Affected by the epidemic, the demand in the consumer electronics industry declined, and the subsidiary Dongguan Jincai Hardware Co., Ltd.'s orders in the first quarter decreased. At the same time, due to the obstruction of personnel return to work, the capacity utilization rate was insufficient, and the fixed cost was higher. The profit decreased by about RMB 14 million.
 
Ganzhao Optoelectronics: Net profit-51 million to -46 million
 
Qianzhao Optoelectronics announced that it expects a net profit of 51 million yuan to 46 million yuan in the first quarter. For the reasons for the decline in performance, Qianzhao Optoelectronics pointed out that due to the delay in the resumption of the industrial chain due to the impact of the new coronavirus epidemic during the reporting period, the company's output fell, and the LED chip market price fell year-on-year, resulting in a year-on-year decrease in gross profit margin. 2. During the reporting period, due to the impact of the Nanchang blue-green chip project loans, financial expenses increased year-on-year.
 
Sanxiong Aurora: Net profit of RMB4.6172 million to RMB5.8485 million, a decrease of -25% to -5%
 
Sanxiong Aurora announced that it expects to report a net profit of RMB 4.172 million to RMB 5.485 million in the first quarter, a decline of -25% to -5%. Regarding the reasons for the decline in performance, Sanxiong Aurora pointed out:
 
1. During the reporting period, due to the impact of the new coronavirus pneumonia epidemic, the company and upstream and downstream enterprises generally delayed the resumption of work, and the company's production, logistics and distribution, commercial promotion and other production and operation activities were restricted to a certain extent, which caused the company's market sales. Obviously. In the first quarter of 2020, the company's operating income decreased significantly compared with the same period of last year, and the net profit attributable to shareholders of listed companies decreased compared with the same period of last year.
 
2. During the reporting period, the company included government subsidies of RMB 166.7783 million in the current profit and loss, a substantial increase from the same period last year of RMB 93.82 million, mainly due to a substantial increase in government subsidies received by the wholly-owned subsidiary Chongqing Sanxiong in the first quarter of this year; The profit and loss of wealth management products in the current period was about 6.24 million yuan, a significant increase from the same period of last year, 3.21 million yuan, mainly due to the increase in the redemption of wealth management products purchased by the company during the reporting period compared with the same period of the previous year, resulting in a year-on-year increase in investment income of wealth management products during the reporting period A substantial increase. The substantial increase in government subsidies and wealth management income led to a significant increase in the company's non-recurring gains and losses during the reporting period. It is estimated that the company's non-recurring gains and losses will affect the net profit of about 19.4 million yuan during the reporting period.
 
Infinite: Net profit of RMB 14.0212 million to RMB 17.5625 million, a decrease of -20% to 0%
 
Infineon announced that it expects to report a net profit of 14.0212 million yuan to 17.5265 million yuan in the first quarter, a decline of -20% to 0%. Infineon said:
 
1. During the reporting period, due to the domestic and international new coronary pneumonia epidemic, the company's normal production recovery and shipments were affected to a certain extent, resulting in a decline in the company's first quarter operating income and profits. At present, the company's production and operation has gradually returned to normal. In the follow-up, on the premise of good epidemic prevention and control, a number of measures will be taken to strive for and integrate resources, and actively expand the market to ensure that the production and operation work is carried out as orderly as possible.
 
2. During the reporting period, it is estimated that the impact of non-recurring gains and losses on the company's net profit will be RMB 4.0568 million, mainly the company's financial income.
 
Mingjiahui: Net profit of -60 million yuan to -55 million yuan, a decrease of -185.48% to -178.36%
 
Mingjiahui announced that it expects to report net profit of -60 million yuan to -55 million yuan in the first quarter, a decline of -185.48% to -178.36%. In the explanation of the reasons for the change in performance, Mingjiahui pointed out:
 
1. During the reporting period, affected by the new coronavirus infection pneumonia epidemic, the company's project start-up, business development, and employee resumption of production were delayed, which had a significant adverse impact on the first quarter operating results.
 
2. Compared with the same period of last year, the company increased the research and development expenditures for the new business of cultural tourism night tours and 5G smart lampposts, which led to an increase in management expenses.
 
3. The non-recurring gains and losses are expected to affect the net profit attributable to shareholders of the listed company during the reporting period by approximately RMB 1.7104 million.
 
Distant information: Net profit of RMB 950,000 to RMB 1,280,000, a decrease of -92.45% to -89.83%
 
The remote information announcement is expected to report a net profit of 950,000 yuan to 1.28 million yuan in the first quarter, a decline of -92.45% to -89.83%. The remote information indicates:
 
In the first quarter of 2020, operating income decreased by approximately 16 million yuan compared with the same period last year. During the reporting period, the New Coronary Pneumonia epidemic had a significant adverse impact on the company's overall production and operation. Due to the general delay in the resumption of work of the company and upstream and downstream enterprises, and poor logistics and transportation and other factors, the company's business expansion in the first quarter was far below expectations.
 
The factors that have a greater impact on the net profit attributable to shareholders of the listed company during the reporting period are: The company ’s holding subsidiary Zhejiang Weir Technology Co., Ltd. (hereinafter referred to as "Weir Technology") promises to compensate the shares, which is confirmed in accordance with relevant accounting standards in this period The gain from changes in fair value is about -9.9 million yuan, excluding this part of the impact, the net profit attributable to shareholders of the listed company decreased by about 23% -25% compared with the same period of last year.

 

During the reporting period, the contribution of non-recurring gains and losses to the company's net profit was approximately -1.4 million yuan, mainly due to the performance promise of Weir Technology that should compensate the gains from changes in fair value, government grants and financial gains recognized in the current period.