{"code":20000,"message":"OK","data":{"asset_tags":[{"key":"gongsi","name":"公司","ancestor_paths":["zichan"],"banner_key":"gongsi"},{"key":"gupiao","name":"股票","ancestor_paths":["zichan"],"banner_key":"gupiao"}],"audio":{"title":""},"audio_info":{"uri":"https://wpimg-wscn.awtmt.com/7704192b-67fa-418b-a97a-70340637c036.mp3","start_time":"0.000000","duration":"216.072000","size":"648261"},"audio_uri":"https://wpimg-wscn.awtmt.com/7704192b-67fa-418b-a97a-70340637c036.mp3","author":{"article_count":2146,"author_kind":"default","avatar":"https://wpimg-wscn.awtmt.com/2e390030-88ec-4e0b-8473-b7cc2387404a","bio":"","display_name":"王眉","editor_choice_articles":[],"followers_count":3237,"id":120000004511,"is_followed":false,"uri":"https://wallstreetcn.com/authors/120000004511"},"categories":[{"key":"global","name":"见闻首页"},{"key":"technology","name":"科技"},{"key":"enterprise","name":"公司"},{"key":"shares","name":"股票"},{"key":"wscn-report","name":"财报见闻"},{"key":"consumer","name":"消费"},{"key":"electronic","name":"电子"},{"key":"wscn-platform","name":"见闻"},{"key":"tech-platform","name":""}],"columns":[],"comment_count":2,"comment_disabled":false,"content":"\u003cp\u003e受全球经济复苏动能不足、消费需求低迷影响，\u003cstrong\u003e上半年三安光电营收和盈利能力均承压。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e8月4日下午，三安光电发布2023年半年度财报。\u003c/p\u003e\n\u003cp\u003e财报数据显示，三安光电2023年上半年营业收入64.69亿元，同比下降4.33%；归母净利润1.70亿元，同比下降81.76%；归母扣非净利润-5.547亿元，同比下降352.07%；基本每股收益0.03元，同比下降85.71%。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/0cf86fce-d652-46ce-888c-c5b4a0011b6a.png\" data-wscntype=\"image\" data-wscnh=\"203\" data-wscnw=\"681\" /\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/388918c4-ee7b-4aa0-be07-7a74f4cb53bc.png\" data-wscntype=\"image\" data-wscnh=\"103\" data-wscnw=\"676\" /\u003e\u003c/p\u003e\n\u003cp\u003e报告期内，受行业去库存影响市场竞争加剧，公司LED芯片售价同比有所下降，\u003cstrong\u003e公司LED业务实现销售收入49.47亿元，同比下降6.67%\u003c/strong\u003e，产品结构调整未达预期，设备稼动率也是随市场好转而逐步提高，整体营业成本上升7.42%，盈利空间受挤压；\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e公司集成电路业务实现销售收入15.22亿元，同比增长4.14%\u003c/strong\u003e；因碳化硅产能的持续释放，成本降低，毛利率有所提高，加上砷化镓射频和氮化镓射频业务的推进，集成电路整体毛利率增加7.75个百分点。其中，湖南三安实现销售收入5.82亿元，同比增长178.86%。\u003c/p\u003e\n\u003cp\u003e三安光电主要从事化合物半导体材料与器件的研发、生产及销售，以氮化镓、砷化镓、碳化硅、磷化铟、氮化铝、蓝宝石等化合物半导体新材料所涉及的外延片、芯片为核心主业。\u003cstrong\u003e公司主要产品范围为LED外延芯片、LED应用品和集成电路芯片。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/6dfe7db6-52ca-4424-aa51-5a5ac55d8125.png\" data-wscntype=\"image\" data-wscnh=\"421\" data-wscnw=\"722\" /\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e去年，LED行业身陷寒冬。\u003c/strong\u003e\u003cspan id=\"stock_sh600030\"\u003e中信证券研报\u003c/span\u003e称，2022年部分国家地区宏观经济承压影响终端需求，传统LED景气度相对低迷。据Trendforce，2022年全球LED芯片/封装分别同比-20%/-19%，全球LED显示屏芯片/封装分别同比-17%/-16%。\u003c/p\u003e\n\u003cp\u003e2022年三安光电实现营业收入132.22亿元，同比增长5.17%。归属于上市公司股东的净利润 6.85亿元，同比减少47.83%。归属于上市公司股东的扣除非经常性损益的净亏损3.1亿元。全年增收不增利。\u003c/p\u003e\n\u003cp\u003e今年第一季度，三安光电实现营收29.08亿元，同比下降6.42%，环比下降9.43%；归母净利润2.14亿元，同比下降50.22%，环比增长170.78%；扣非净利润-1.81亿元，同比下降265.78%，环比增长57.24%。环比虽有改善，但是扣非仍陷入亏损。公司在一季报中表示，上游原材料价格波动，下游消费需求萎缩，导致公司LED、射频前端业务恢复较慢，开工率不足，成本上升，利润空间较小。\u003c/p\u003e\n\u003cp\u003e不过，\u003cstrong\u003e展望LED行业后市，公司在半年报中表示，第二季度以来，部分LED芯片产品价格已有所企稳并呈回升势头，行业回暖的积极信号已现。\u003c/strong\u003e长期来看，LED应用领域广泛且均为刚需，随着整体经济的复苏，LED市场将逐步回暖。\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e中信证券也称，传统LED景气度持续回升\u003c/strong\u003e，目前行业库存有所改善，国内下游订单逐步回暖，上游原材料供给压力缓解，同时盈利承压下产业链各环节已纷纷开始提价，\u003cstrong\u003e未来市场竞争有望逐步趋于良性。\u003c/strong\u003e\u003c/p\u003e\u003cdiv style=\"color: #666; margin-bottom: 15px;\"\u003e风险提示及免责条款\u003c/div\u003e\n          \u003cdiv style=\"font-size: 12px;font-family: 黑体;color: #666;line-height: 20px;\"\u003e\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          \u003c/div\u003e\n","content_short":"上半年，公司仍受传统LED芯片拖累。展望LED行业后市，公司在半年报中表示，二季度以来，部分LED芯片产品价格已有所企稳并呈回升势头，行业回暖的积极信号已现。","custom_tag":"","display_time":1691145314,"funds":null,"has_transfer_audio":true,"id":3694840,"image":{"uri":"https://wpimg-wscn.awtmt.com/f346fdad-2eab-4dbf-ab09-4cfac17d263b.png","height":528,"width":792,"size":422041},"images":[{"uri":"https://wpimg-wscn.awtmt.com/content_default_19.jpg","height":1662,"width":2500,"size":735020}],"influence_score":0,"is_need_pay":false,"is_priced":false,"is_trial":false,"is_video":false,"layout":"wscn-layout","limited_time":0,"membership_uri":"","next":{"id":3694845,"image":{"uri":"https://wpimg-wscn.awtmt.com/content_default_7.jpg","height":1361,"width":2048,"size":1882670},"title":"8月4日债市晚报 | 利好来了！事关债市柜台业务；阳光城：退市！宝能发声...","url":"https://wallstreetcn.com/articles/3694845"},"pageviews":9994,"plates":[],"previous":{"id":3694842,"image":{"uri":"https://wpimg-wscn.awtmt.com/acb5234c-b53e-4464-bc57-ba32eedd0b02.jpeg","height":682,"width":1024,"size":159798},"title":"十年美债利率最多能到哪里？","url":"https://wallstreetcn.com/articles/3694842"},"related_topics":[],"show_like":true,"source_name":"","source_uri":"","subtitle":"","tags":[],"theme_group_map":null,"themes":[],"title":"消费需求低迷 三安光电上半年净利润同比下降81.76%| 财报见闻","unshow_content_short":false,"words_count":864}}