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- 71b9721271b97212
  ·2021-06-28
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  ·2021-05-03
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- 71b9721271b97212
  ·2021-04-17
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- 71b9721271b97212
  ·2021-04-17
  这篇文章不错，转发给大家看
  昔日白马股业绩突然变脸！预盈9亿突变巨亏超18亿
  以上事项合计减少利润27亿元，归属于上市公司股东的净利润由盈转亏。因国际贸易环境变化导致境外客户订单终止属突发事件，公司无法提前预计。3月16日晚间，欧菲光发布关于特定客户业务发生重大变化的公告。公告表示，2019年经审计的该特定客户相关业务营业收入为116.98 亿元，占2019年经审计营业总收入的22.51%。最新数据显示，欧菲光的股东户数仍高达36.6万户。
  昔日白马股业绩突然变脸！预盈9亿突变巨亏超18亿
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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-17/doc-ikmxzfmk7296690.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>之前被踢出苹果链的白马股欧菲光，16日晚间也爆出大雷，没想到突然来一招“下修业绩预期”！预计2020年亏损18.5亿元，要知道，此前可是预计盈利8.1亿-9.1亿元的，这一来一回，就没了快30亿了！欧菲光：修正业绩预告 预计亏损18.5亿元4月16日晚间，欧菲光发布《2020 年度业绩预告、业绩快报修正及致歉的公告》，欧菲光拟下修业绩，预计2020年亏损18.5亿元，此前预计盈利8.1亿-9.1...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-17/doc-ikmxzfmk7296690.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-17/doc-ikmxzfmk7296690.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128851164","content_text":"之前被踢出苹果链的白马股欧菲光，16日晚间也爆出大雷，没想到突然来一招“下修业绩预期”！预计2020年亏损18.5亿元，要知道，此前可是预计盈利8.1亿-9.1亿元的，这一来一回，就没了快30亿了！欧菲光：修正业绩预告 预计亏损18.5亿元4月16日晚间，欧菲光发布《2020 年度业绩预告、业绩快报修正及致歉的公告》，欧菲光拟下修业绩，预计2020年亏损18.5亿元，此前预计盈利8.1亿-9.1亿元。对于调降业绩，欧菲光解释称，因特定客户计划终止与公司及其子公司的采购关系，公司对相关资产进行减值测试后，确认资产减值损失。欧菲光解释称，在《2020年度业绩预告》及《2020年度业绩快报》披露后，公司于2021年3月12日收到境外特定客户（以下简称“特定客户”，基金君注：这个就是苹果公司）的通知，特定客户计划终止与公司及其子公司的采购关系，后续公司将不再从特定客户取得现有业务订单。因该突发情况，相关资产减值测试的假设发生重大变化，公司第一时间披露相关风险提示，紧急启动相关资产的评估工作，对相关资产进行全面清查，重新估计相关资产的可收回金额，进行减值测试。该事项属于资产负债表日后调整事项，从审慎、客观的角度出发，公司对相关资产进行减值测试后，确认资产减值损失，导致业绩情况与前期业绩预告、业绩快报存在较大差异具体如下：（1）公司对与特定客户业务相关的资产计提资产减值准备及长期待摊费用摊销①公司于2021年3月29日与闻泰科技在广东省深圳市签署《闻泰科技股份有限公司与欧菲光集团股份有限公司关于广州得尔塔影像技术有限公司之股权购买协议》，公司拟将持有的广州得尔塔100%的股权以170,000万元的价格转让给闻泰科技，转让完成后，公司将不再持有广州得尔塔的股权。②公司及其控股子公司江西晶润光学有限公司（以下简称“晶润光学”）于2021年3月29日与闻泰科技在广东省深圳市签署《闻泰科技股份有限公司与江西晶润光学有限公司、欧菲光集团股份有限公司关于江西晶润光学有限公司之资产购买协议》，公司控股子公司晶润光学将其持有与向境外特定客户供应摄像头相关业务的经营性资产以72,000万元（含税）的价格出售给闻泰科技。除上述交易涉及子公司股权和资产外的、与特定客户业务相关的资产进行了全面清查，重新估计相关资产的可收回金额，进行减值测试，根据评估结果，预计计提固定资产减值准备232,983.09万元，无形资产减值准备9,417.55万元，在建工程减值准备5,593.77万元，长期待摊费用摊销等3,427.04万元，合计减少利润251,421.45万元。（2）受境外特定客户计划终止与公司及其子公司的采购关系的影响，公司相关的特定客户的研发项目预计未来无法带来经济利益的流入，相关研发支出作费用化处理；公司预计相关业务主体未来期间很可能无法获得足够的应纳税所得额用以抵扣递延所得税资产的利益，减记递延所得税资产的账面价值，合计减少利润6,835.93万元。（3）公司有境外业务的参股公司存在减值迹象，根据谨慎性原则，该参股公司进行减值测试，根据评估结果，计提减值准备，确认为资产减值损失，计入参股公司当期损益，公司投资收益减少14,708.71万元，减少公司利润14,708.71万元。以上事项合计减少利润27亿元，归属于上市公司股东的净利润由盈转亏。最后，欧菲光还请投资者谅解：公司董事会对业绩预告、业绩快报数据修正向广大投资者致以诚挚的歉意。因国际贸易环境变化导致境外客户订单终止属突发事件，公司无法提前预计。公司将在日后工作中进一步加强管理，提高业绩预告及业绩快报准确性，敬请广大投资者谅解。值得注意的是，这样的操作不是第一次发生，在2019年4月的时候，欧菲光也发过公告，从盈利18.4个亿到亏损5.2亿元，差距是23.6亿元。当时公告出来后，吃了四个跌停。股民评论：欧赔光？3月16日晚间，欧菲光发布关于特定客户业务发生重大变化的公告。公告称，公司于近日收到境外特定客户的通知，该特定客户计划终止与公司及其子公司的采购关系， 后续公司将不再从特定客户取得现有业务订单。公告表示，2019年经审计的该特定客户相关业务营业收入为116.98 亿元，占2019年经审计营业总收入的22.51%。欧菲光在上述公告中进一步表示，根据上述情况，公司将尽快与审计和评估机构沟通，对相关设备等资产进行减值测试，测试结果和计提金额尚未确定。经公司初步估计，截至2020年12月 31日，相关设备资产账面价值约为32.82亿元(未经审计)，约占公司归属于上市公司股东净资产(未经审计)的31.78%。披露被苹果公司剔除出供应单名单后，欧菲光股价连日下跌。数据显示，欧菲光总市值已从2020年7月14日收盘的629亿元跌至2021年4月16日收盘的234亿元，期间市值蒸发近400亿元。最新数据显示，欧菲光的股东户数仍高达36.6万户。在被苹果踢出供应链之后，占据1/5营收的摄像头业务已经无以为继，欧菲光之前表示他们不会倒下，反而可以去掉包袱，轻装上阵，聚焦主业，高效发展。欧菲光需要寻找新业务，来自证券时报的消息称，该公司日前召开了市场策略专场会，创始人蔡荣军等核心团队参加。这次会议提出欧菲光要做几件事：1、除境外特定客户外，公司其他客户业务仍有较大规模，公司不会因特定客户业务停止而倒下，反而可以去掉包袱，轻装上阵，聚焦主业，高效发展。2、接下来公司一是聚焦核心业务。充分利用公司的产业基础和技术优势，大力发展以摄像头模组、光学镜头为主的光学业务，除了关注原有的手机影像、车载影像、安防影像等核心业务，还要开拓更广阔的市场。二是坚决发展微电子业务，坚定不移地向着高附加值、高技术含量的核心技术领域发展。3、要比以往更加努力，要全力以赴，一年内让外界对欧菲光改观。","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}