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雅創電子(301099.SZ)2022年度淨利潤預增68.82%-81.81%、汽車電子景氣度持續提升
格隆匯 01-11 19:50

格隆匯1月11日丨雅創電子(301099.SZ)公佈,預計2022年度歸屬於上市公司股東的淨利潤1.56億元-1.68億元,同比增長68.82%-81.81%;扣除非經常性損益後歸屬於上市公司股東的淨利潤1.51億元-1.63億元,同比增長64.94%-78.04%。

報吿期內,受國內多地疫情反覆,12月疫情大規模蔓延的情形,以及匯率波動的影響,公司面臨的外部環境受到一定的衝擊,但公司積極採取相關的應對措施,儘可能降低疫情對公司的影響。

受益於汽車電動化、智能化、集成化的發展趨勢,帶動配套電子硬件需求的增長,汽車電子景氣度持續提升,公司分銷業務和自研IC業務實現了業績規模與利潤水平的雙重增長。

具體來看,隨着汽車電子市場規模不斷擴大,公司持續耕耘佈局汽車電子領域,覆蓋汽車照明、汽車座艙、汽車被動元件以及汽車線控底盤等細分市場,利用自身優勢積極拓展業務,以實現分銷業務的穩步增長。2022年度,分銷業務營業收入預計為19.5億元-20.5億元,較上年同期增長46.02%-53.50%。

基於公司在汽車電子領域內的長期佈局與拓展,公司汽車模擬IC產品具有一定的先發優勢,在比亞迪、吉利、長城、長安、現代、一汽、起亞、克萊斯勒、大眾、小鵬、蔚來等國內外知名汽車廠商實現批量裝車,同時也在市場端得到了客户的廣泛認可,為公司進一步打開自主研發設計的汽車IC下游市場奠定了堅實的基礎。報吿期內,公司自研IC業務表現突出,預計實現營業收入為2億元-2.5億元,較上年同期增長177.21%-246.51%,毛利率預計在43%-47%。

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