晨鸣纸业(01812.HK)上半年净利润减少71.43%至5.1亿元
格隆汇8月15日丨晨鸣纸业(01812.HK)公布中期业绩,截至2019年6月30日止6个月,公司实现营业收入133.5亿元人民币(下同),同比减少14.16%;归属于上市公司股东的净利润5.1亿元,同比减少71.43%;基本每股收益0.013元;不派中期股息。
公告表示,报告期内,公司整体经营情况良好,但在复杂多变的国内外经济形势下,公司与其他造纸企业一样经受了巨大挑战。受经济下行、市场需求减少、原材料供给收紧且价格升高等多重因素影响下,造纸行业出现了经济效益下滑,生产和运行困难增多、纸价下跌的局面。受此影响,公司一季度仅实现净利润3822万元,较去年同期相比下降95.12%。
进入二季度以来,市场明显好转,主要纸种均落实提价,纸张提价产生效益明显;公司投资建设的寿光美伦51万吨高档文化纸项目、寿光本部文化纸改造项目、寿光美伦100万吨化学浆项目、黄冈晨鸣化学浆项目等,在二季度陆续投产并正常运转,逐步开始发挥效益,公司二季度盈利情况大幅好转,二季度比一季度环比增长1,157.95%。
2019年上半年,公司完成机制纸产量215万吨、销量239万吨,实现营业收入133.49亿元,同比降低14.16%;营业成本97.54亿元,同比降低4.93%;实现利润总额及归属于母公司所有者的净利润分别为6.62亿元、人民币5.10亿元,同比降低70.12%和71.43%。公司资产总额达1065.59亿元。
目前,公司四大浆纸项目已全部完成投产,未来无较大项目支出;且融资租赁公司持续压缩业务规模,财务费用将得到有效控制。下半年随着四大浆纸项目达产并完全发挥效益,公司将实现制浆与造纸产能的平衡,浆纸一体化优势明显,毛利率水平将明显提升,能够有效增强公司整体盈利能力和抗风险能力。
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