Apple iPhone6s shipment decline, China's richest woman, wanted to cry but no tears-Lan Si technologies, dispatched to fly, iPhone6s-IT information
"ー quarterly results of the company so bad? How to deal with? Will you pay? ”
"ー sharp drop in quarterly results of the company, executives say? 105 option also intends to do? ”
……
It is interactive and easy Lan Si Shenzhen Stock Exchange page of the latest issue of science and technology, reporters found that the problem for investors, Lan Si technology is basically "targeted measures" standard answer to the question.
Lan Si technology the prominent because of the Apple industry chain company, speculated on the gem, company boss Zhou Qunfei has become China's richest woman. But recently the company "cold", 2016-a-quarter drop 80%! Because of its survival of the Apple "sneeze"-sales are sluggish.
Data: first quarter earnings reduced probably
Last week, reporters in Lan Si technology recruitment department, outside there is still some to find young people to visit, just recruited and no staff. A young man told reporters that now candidates are required to have a high school diploma or college diplomas, "heard that no matter what degree, can get in. ”
A serving member of staff told reporters, in addition to replace lost staff position, basically not hiring, mainly because of fewer orders, and employees work in the hands of less, "we added a three-hour class every day, only two hours a day now, monthly income is hundreds of dollars less. ”
Reporters learned from the Lan Si technology staff, this year's Spring Festival holidays, Lan Si technologies have had 8 days off, production capacity has declined. Meanwhile, after the Spring Festival this year, Lan Si technology a lot of recruiting staff, leading to labor costs increased, profits are falling.
On April 23, the Lan Si technology 2015 was released the annual report, company belonging to shareholders of listed companies in net income of $ 1.543 billion yuan, up 31.09% from the previous year; belong to the shareholders of listed companies excluding non-operating gains and losses, net profit of 1.096 billion yuan, an increase of 62.68%. Company profit-sharing plan: every 10 shares to distribute cash dividends to all shareholders of 10 Yuan, 2 bonus stocks, capital reserve per 10 shares to all shareholders increase of 18.
Prior to this, Lan Si technology forecast first-quarter released in 2016, expects profit between 69 million to 89 million Yuan, down 83%~ 78% over the same period last year. And, according to Lan Si technology of announcement, holding subsidiary Lan Si technology (Xiangtan) limited received has Xiangtan economic and technological development zone management Committee allocated of "2016 degrees industry development support funds" 160 million Yuan, according to enterprise accounting guidelines 16th,-Government grants about provides, above government grants funds meter into business outside income, confirmed for Dang period profit and loss, on its first quarter merged net profit produced larger effect. In other words, If not the 160 million yuan of government subsidy, Lan Si tech into substantial losses .
Lan Si Secretary Tung Peng Mengwu of science and technology said in an interview, Lan Si technology first-quarter decline, with large customers of new products related to the cyclical. "The successor will have new product out, for us, the third and fourth quarters of this year to do reserves for the launch of new products in the coming year, there will be significant demand. ”
Reason: Apple "sneeze"
Lan Si technology 2016 year earnings fell sharply in the first quarter was not without warning, Lan Si technology in 2015 annual report showed that fourth quarter last year, excluding non-operating gains and losses, net profit of 277 million Yuan, from the 359 million yuan in net profits in the third quarter, down 23%.
Apple was the first customer Lan Si technology by 2015 Lan Si 48.6% of tech revenue comes from Apple, iPhone sales in the company's performance.
According to market research firm TrendForce, said, in the first quarter of this year, Apple sold approximately 42 million iPhone to retailers, fell from the previous quarter to 43.8%. Apple's official data showed,2015 iPhone shipments for 61.17 million in the first quarter, iPhone shipments fell in the first quarter of this year was 31.3%.
Since 2016, a sharp decline in iPhone sales, Apple's biggest single customer, Lan Si technology when analyzing the reasons for the decline of profits in the bulletin, under the influence of market and customer inventory and raw materials, the company's performance is not up to expectations, product orders, revenue decreased.
IPhone performance share of Apple's total revenue is close to 70%, Apple introduced in March this year iPhone SE, has been read as a initiatives to inventory. One industry analyst said to reporters, from iPhone SE open the configuration view, their parts to the iPhone6s line to inventory a clear objective. However, the Apple supplier, is not good news because it directly led to a sharp decrease in orders from Apple.
Peng Mengwu told reporters Apple launched iPhone SE, its small size is mainly used as a complementary product line, the company is now facing problems in the short term, no new products, product prices to the lowest level, it is an objective fact.
Secretary of the Board: proper rest
Lan Si technology despite fell sharply in the first quarter of 2016, but company executives have remained determined. Peng Mengwu said the company's fundamentals have not changed, "proper rest is better and faster to the next step. ”
Lan Si technology focus on the Windows Defender screen market, in the context of smartphones on structural innovation needs and to enhance, the active layout 2.5D, 3D surface screen, 2.5D Super 60%,3D per cent of the company's products currently shipping also has a great room, its value and margin levels have improved.
Lan Si technology cases in the largest decline in orders from customers, and also actively develop domestic brands in the market. In the company's core customer base covers the high end to low end, such as Huawei, millet, Lenovo, Samsung, Amazon, backgammon. Peng Mengwu says 2015 a major cell phone brands are growing.
First mobile phone Dean Sun Yanbiao said, after apples sell well, Lan Si has done a great deal of change. Mobile phone industry procurement conference attended by Zhou Qunfei never before, but in November 2015, she appeared in the heart of an exhibition, "Zhou Qunfei said that Lan Si technology will not only be the high end of Apple, as well as low-end products, as Apple's suppliers, can also supply company. ”
苹果iPhone6s出货下滑，中国女首富欲哭无泪 - 蓝思科技,周群飞,iPhone6s - IT资讯
“公司ー季度业绩这么差？怎么应对？会减薪吗？”
“公司ー季度业绩大幅下滑，高管们怎么看？还打算实施105元的期权吗？”
……
这是深圳证券交易所互动易蓝思科技页面的最新问题，记者发现，对投资者的问题，蓝思科技基本上用“有的放矢地采取措施”的标准答案来回答。
蓝思科技这家因为苹果产业链而声名显赫的公司，在创业板被爆炒，公司老板周群飞因此成为中国女首富。但最近这家公司“感冒”了，2016年度一季度业绩预降八成！原因是其赖以生存的苹果打了“喷嚏”——销售不畅。
●数据：首季盈利降八成
上周，记者在蓝思科技招工处看到，门外仍然有一些前来找工作的年轻人在向里面探望，只是招聘处并没有工作人员。一位年轻人告诉记者，现在来应聘都要求有高中毕业证或者中专毕业证，“原来听说不论什么学历，都可以进去的。”
一位在职的员工则向记者表示，除了补充流失的员工岗位，公司基本上不怎么招人了，主要是因为订单少了，员工手上的活儿少了，“原来我们每天都加三个小时班，现在每天只加两个小时，每个月的收入也相应少了几百块钱。”
记者从蓝思科技员工处了解到，今年春节假期，蓝思科技放了8天假，产能有所下降。同时，今年春节后，蓝思科技大量招收员工，导致人工成本提高，利润下降。
4月23日，蓝思科技发布了2015年年报，公司归属上市公司股东的净利润15.43亿元，较上一年度增长31.09%；归属于上市公司股东的扣除非经营性损益的净利润为10.96亿元，同比增长62.68%。公司利润分配预案为：向全体股东每10股派发现金红利10元，送红股2股，以资本公积金向全体股东每10股转增18股。
此前，蓝思科技发布了2016年第一季度业绩预报，预计盈利在6900万元至8900万元之间，比去年同期下降了83%~ 78%。并且，根据蓝思科技的公告，控股子公司蓝思科技（湘潭）有限公司收到了湘潭经济技术开发区管理委员会拨付的“2016年度产业发展扶持资金”1.6亿元，根据《企业会计准则第16号—政府补助》有关规定，上述政府补助资金计入营业外收入，确认为当期损益，对其第一季度合并净利润产生较大影响。也就是说，如果没有这1.6亿元的政府补贴，蓝思科技会进入实质性亏损。
蓝思科技董秘彭孟武在接受记者采访时表示，蓝思科技一季度业绩下滑，与大客户新品的周期性原因有关。“后续会有新品出来，对我们来说，今年第三和第四季度要为来年推出的新产品做储备，届时会有重大的需求。”
●原因：苹果打“喷嚏”
蓝思科技2016年一季度业绩大幅下滑并非没有征兆，蓝思科技2015年报中显示，当年第四季度扣除非经营性损益的净利润为2.77亿元，环比第三季度3.59亿元的净利润，下降了23%。
苹果公司是蓝思科技的第一大客户，2015年蓝思科技营收的48.6%来自苹果公司，苹果手机的销售量决定着该公司的业绩。
据市场研究公司TrendForce称，在今年一季度，苹果向零售商发售了大约4200万部iPhone，较上个季度下跌了43.8%。苹果官方数据显示，2015年第一季度iPhone出货量为6117万部，今年一季度iPhone的出货量同比下滑了31.3%。
2016年以来iPhone销量出现了大幅下降，作为苹果的最大单一客户，蓝思科技在公告中分析利润下降的原因时称，受市场环境及下游客户去库存的影响，公司业绩未达预期，产品订单减少，收入同比下降。
iPhone业绩占苹果公司总营收的比重接近70%，苹果公司今年3月推出iPhone SE，亦被外界解读为去库存的一个举措。一位行业分析人士向记者表示，从iPhone SE公开配置来看，其零部件向iPhone6s看齐，去库存的目的明显。不过，这对于苹果供应商而言，并不是一个好消息，因为这直接导致了来自于苹果的订单大幅减少。
彭孟武向记者表示，苹果推出的iPhone SE，其小尺寸主要是作为产品线的一个补充，公司如今面临的问题是短期内没有新产品，老产品价格又到了最低位，这是一个客观的事实。
●董秘：适当歇歇脚
蓝思科技尽管2016年第一季度业绩出现大幅下滑，但是公司高层仍然信心坚定。彭孟武表示，公司的基本面没有变化，“适当歇歇脚，是为了下一步走得更好更快。”
蓝思科技专注视窗防护屏市场，在智能手机对结构件创新需求提升的背景下，其积极布局2.5D、3D曲面屏，目前该公司2.5D产品占比超60%，3D产品出货也有很大提升空间，其价值和毛利水平均有提升。
蓝思科技在第一大客户订单下降的情况下，也在积极开拓国内品牌市场。公司的核心客户群涵盖高端到中低端，如三星、亚马逊、华为、小米、联想、步步高等。彭孟武表示，2015年国内主要手机品牌的业务都有增长。
第一手机界研究院院长孙燕飚表示，苹果不好卖之后，蓝思做了非常大的改变。以前周群飞从来不出席手机行业的采购大会，但2015年11月她出现在深圳的一个展会上，“当时周群飞发言称，蓝思科技不单做高端的苹果，也做低端产品，作为苹果供应商，也可以供应华为。”