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摘要:深康佳A披露2024年年度报告,报告期公司实现营收111.15亿元,同比下降37.73%;归母净利润亏损32.96亿元,同比扩大;扣非净利润亏损32.06亿元,同比扩大;基本每股收益-1.3686元。(下文主要数据或观点引用自:AI助手)

4月14日,深康佳A(000016.SZ)披露了2024年年度报告,报告显示公司在报告期内实现营收111.15亿元,同比下降37.73%;归母净利润亏损32.96亿元,同比扩大;扣非净利润亏损32.06亿元,同样同比扩大;基本每股收益为-1.3686元。

其中第四季度,公司营业收入为29.9亿元,同比上升0.7%;归母净利润自去年同期亏损14.5亿元变为亏损16.9亿元,亏损额进一步扩大;扣非归母净利润自去年同期亏损15.4亿元变为亏损14.9亿元,亏损额有所减少;EPS为-0.7016元。截至四季度末,公司总资产304.13亿元,较上年度末下降15.1%;归母净资产为23.7亿元,较上年度末下降58.0%。

这些数据无疑给投资者带来了不小的震动。从营收数据来看,深康佳A在2024年遭遇了不小的挑战。营收同比下降37.73%,这一降幅在同业公司中显得尤为突出。公司解释称,这主要是由于市场竞争加剧、供应链持续波动以及刚性费用压降空间有限等多重因素叠加所致。彩电业务作为公司的主营业务之一,持续承压,仍处于亏损状态,这无疑对公司整体业绩造成了不小的拖累。

除了营收下滑外,深康佳A的净亏损也在进一步扩大。归母净利润和扣非净利润分别亏损32.96亿元和32.06亿元,同比均有所扩大。公司表示,这主要是由于半导体业务未实现规模化及效益化产出,影响了盈利水平。同时,由于对资产计提减值准备,也导致利润进一步减少。值得一提的是,深康佳A在半导体领域已经布局多年,但至今仍未能实现盈利,这无疑给公司未来的发展带来了不小的压力。

尽管半导体业务目前仍未实现盈利,但深康佳A并未放弃在这一领域的布局。公司表示,将继续加大在MLED(Micro LED及MiniLED的统称)产业化方面的投入,并在Mini LED显示产品销售方面取得一定进展。此外,公司还计划收购半导体公司宏晶微电子78%的股权,以进一步完善半导体领域的布局。然而,从宏晶微电子近年来的财务数据来看,其业绩并不稳定,因此收购后的效果仍有待观察。

面对业绩下滑和净亏损扩大的困境,深康佳A的未来前景如何?这无疑是投资者最为关心的问题。从公司的角度来看,继续加大在半导体领域的投入并寻求新的增长点无疑是关键。然而,市场竞争的加剧和供应链的不确定性也给公司未来的发展带来了不小的挑战。因此,公司需要更加谨慎地制定发展战略,并加强风险管理,以确保能够在激烈的市场竞争中立于不败之地。

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