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青岛市(崂山区、市南区、莱西市、市北区、黄岛区、平度市、胶州市、李沧区、城阳区、即墨区)

  近日,LED相关企业东山精密、茂硕电源、远方信息相继公布2025年一季度业绩报告与预告。其中,东山精密预计净利润同比增长,茂硕电源、远方信息净利润同比均出现下滑。

东山精密净利润同比增长50%-60%

  东山精密在2025年第一季度实现了显著的业绩增长。根据公司发布的业绩预告,其归属于上市公司股东的净利润预计为4.34亿元至4.63亿元,同比增长50%-60%。扣除非经常性损益后的净利润预计为3.92亿元至4.18亿元,同样增长50%-60%。基本每股收益预计为0.26元至0.27元,较上年同期的0.17元有所提升。

  东山精密的业绩增长主要得益于人工智能技术对信息与通信技术(ICT)基础设施和消费产品的需求持续扩大,带动公司电子电路和精密组件等产品的市场需求显著提升,从而带动了公司整体经营业绩的增长。

  资料显示,东山精密业务包括电子电路产品、LED显示器件、触控面板及液晶显示模组和精密组件产品四大部分。目前,LED显示器件在四大业务板块中占比最低。

茂硕电源:一季营收同比增长14.70%

  茂硕电源在2025年第一季度实现营业收入3.02亿元,同比增长14.70%。然而,归属于上市公司股东的净利润仅为60万元,同比下降95.00%。扣除非经常性损益后的净利润由盈转亏。

  尽管营业收入有所增长,但茂硕电源的盈利能力在2025年第一季度面临较大压力。非经常性损益项目对业绩的影响较为显著,包括政府补助、远期锁汇收益和债务重组损益等,但扣除非经常性损益后的净利润仍为负值。此外,营业成本增加、财务费用减少以及资产减值损失增加等因素也对公司的盈利能力产生了不利影响。

  资料显示,茂硕电源是一家专注于电源管理解决方案的高科技企业,主要从事消费电子、LED照明、工业电源等领域的电源管理产品的研发、生产和销售。

  其中茂硕电源的LED电源业务主要以户外大功率驱动电源为主,产品应用领域涵盖道路照明驱动、工业照明驱动、LED植物生长灯驱动、体育场馆照明驱动、景观亮化驱动、大空间公共照明驱动等应用领域。

  另外,茂硕电源的SPS消费电子类电源产品应用涵盖网络通信、安防监控、办公电子、音响、医疗、电机驱动等领域。目前茂硕电源在该领域已成为行业领先企业之一。

远方信息:一季度营收8041.37万元

  近日,远方信息发布2025年第一季度业绩报告,报告期内公司营业收入为8041.37万元,较上年同期的8566.36万元下降了6.13%。这一营收下滑主要源于市场需求的季节性波动以及市场竞争的加剧,导致公司在报告期内的业务收入未能达到去年同期水平。

  在净利润方面,远方信息实现归属于上市公司股东的净利润为1128.07万元,较上年同期的1313.48万元下降了14.12%。扣除非经常性损益后的净利润为701.57万元,较上年同期的647.46万元增长了8.36%。

  资料显示,远方信息是一家专注于光电检测设备及系统的研发、生产和销售的高科技企业。公司产品广泛应用于LED照明、显示、通信、半导体等多个领域,为客户提供全方位的光电检测解决方案。

  远方信息表示,报告期内,公司业绩变动原因主要可以归结为以下几个方面:首先,市场需求的季节性波动对公司业务收入产生了较大影响,尤其是在报告期内,部分客户的需求延迟或减少,导致公司营业收入未能达到预期。

  其次,市场竞争的加剧使得公司在市场拓展和客户维护方面面临更大的压力,进而影响了公司的盈利能力。此外,公司为应对市场变化和业务发展需求,加大了研发投入和市场推广力度,相关费用的增加也在一定程度上压缩了利润空间。

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