彩客化学(01986.HK)中期纯利4.07亿元同比大增234.7%
格隆汇8月23日丨彩客化学(01986.HK)公布，截至2019年6月30日止6个月，公司收益10.75亿元人民币，同比增长42.5%；毛利6.7亿元，同比增长161.2%；纯利4.07亿元，同比增长234.7%；每股盈利0.39元，不派息。
业绩增长主要原因为染料中间体销售价格上涨。与2018年同期相比，由于市场供求关系变化，染料中间体平均销售价格持续升高，使得该集团整体毛利率同比上升28.4个百分点至约62.4%。基于集团染料中间体销售价格上涨以及主要产品稳固的市场地位，该公司对未来发展充满信心。
回顾期内，染料及农业化学品中间体板块收益较去年同期增加约48.6%，至约人民币904.3百万元，板块收益占该集团整体收益约84.1%。毛利方面，较2018年同期而言，板块整体毛利上升约197.1%至约人民币614.9百万元，毛利率上升34.0个百分点至约68.0%。
于回顾期内，该集团实现出口收益约人民币571.3百万元，较2018年同期出口收益约人民币281.8百万元增加约人民币289.5百万元或上升102.7%，主要是由于产品的平均销售价格上升所致。于回顾期内，出口收益占收益总额的约53.1%，2018年同期出口收益占比约37.3%。
展望未来，该集团将不断提升现有产品的生产工艺，提升产品质量，降低生产成本，并且继续加大对环保的投入及环保技术的研发。在深耕现有业务的基础上，布局有协同效应的并购业务，强化产业链优势，继续推进电池材料及该集团环保事业部的发展。该集团不断对磷酸铁的生产工艺进行研发，随着电池材料市场的回暖及其应用领域的扩大，该集团对电池材料事业部的未来维持乐观态度。另外，环保技术谘询业务继续扩张，业务形式呈多样化发展，并且开始稳定贡献收益。凭借该集团稳定的现金流及强大的研发、业务拓展能力，相信该集团的新的业务发展必将沿着既定的方向发展。市场地位，该公司对未来发展充满信心。
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