泰和新材(002254.SZ)發佈半年報淨利潤降6.33%至9386.83萬元
格隆匯8月16日丨泰和新材(002254.SZ)發佈2019年半年度報告,實現營業收入約12.69億元,同比增長27.29%;歸屬於上市公司股東的淨利潤約9386.83萬元,同比下降6.33%;歸屬於上市公司股東的扣除非經常性損益的淨利潤約8172.65萬元,同比下降12.06%;基本每股收益0.15元。
2019年上半年,公司三大業務冷熱不均,間位芳綸、對位芳綸繼續向好,氨綸行情持續低迷。
間位芳綸方面,市場需求保持穩定,產品供給仍然偏緊,在原料供應短缺及成本上漲的推動下,銷售價格略有上升。公司充分發揮佈局早、產能大、品種全、質量好的綜合優勢,在工業過濾領域牢抓大客户,深耕高附加值細分市場;在防護領域,產業防護與軍警防護並重,積極創造新需求、開發新應用、做大新蛋糕,不斷擴展核心業務板塊的廣度與寬度,公司的綜合競爭力進一步增強,盈利能力進一步提升。
對位芳綸方面,光纜需求依然旺盛,防彈需求穩步提升,供不應求的局面得以延續,產品價格繼續上升。面對這種局面,一方面公司抓緊實施新項目,爭取早投產、早見效,有效滿足國內外客户日益增長的需求;另一方面,積極優化產品結構,重點保障核心客户、重要領域和高附加值產品的生產與供應,經濟效益與社會效益均大幅增加。
氨綸方面,受新增產能投放、中美貿易摩擦等因素影響,下游織造市場持續低迷,氨綸價格不斷下滑,行業性虧損不斷加大。為應對不利局面,公司把生產、銷售的重點從煙台基地向寧夏基地轉移,初步實現了生產穩定、質量提升、成本降低、銷售增長等目標;但由於煙台基地生產裝置相對老舊、寧夏基地產品尚處於市場推廣期,同時產品價格處於歷史低位、原料價格居高不下,氨綸業務出現較大虧損。
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