天原集團(002386.SZ)上半年扣非淨利潤7802.14萬元同比增9.41%
格隆匯8月22日丨天原集團(002386.SZ)披露2019年半年度報告，報告期內公司實現營業收入115.13億元，同比增長35.16%；歸屬於上市公司股東的淨利潤8511.19萬元，同比下降19.33%；歸屬於上市公司股東的扣除非經常性損益的淨利潤7802.14萬元，同比增長9.41%；經營活動現金淨流入2.81億元，同比下降7.69%；基本每股收益0.1090元，加權平均淨資產收益率1.70%。
報告期末，公司總資產139.66億元，較上年度末減少0.10%；歸屬於上市公司股東的淨資產50.58億元，較上年度末增加1.68%。
報告期內，重點轉型項目年產5萬噸氯化法鈦白粉實現了一次性投料試車成功並按預期推進各項調試工作，實現同類裝置調試時間最短、調試效果最好的結果。截止目前，本項目仍處於試生產階段，鈦白粉裝置試生產的連續性與穩定性已經大幅度提高。報告期內，已經試生產出合格產品，並開始逐步投放和拓展市場，取得較好的效果，為鈦白粉裝置實現長期穩定的連續運行奠定了基礎，也標誌着公司成功實現“氯-鈦”產業的結合和轉型升級。公司中期規劃建設年產30萬噸氯化法鈦白粉，二期年產5萬噸氯化法鈦白粉項目正在抓緊辦理行政手續。
公司積極開拓高分子化工新材料產品市場，緊緊抓住國家補齊基礎設施短板加快推進城市化、美麗鄉村、特色小鎮建設進程的巨大機會，創新銷售機制，加大對大型房地產商、市政工程、直供工地等重點領域和區域有針對性營銷，不斷提升為客户整體解決方案，增大公司銷售收入，提高市場佔有率。同時，通過實施ERP-SAP系統升級、PVC-O智能製造改造等一系列信息化技術手段實現內部降費控耗，共同提升公司盈利水平。報告期內的塑膠系列產品等銷售同比增長50%以上。
隨着新能源汽車產業補貼逐步取消，新能源電池及材料行業將面臨重新洗牌，要在激烈的競爭中脱穎而出、做大做強品質是關鍵。公司三元正極材料製造企業宜賓鋰寶嚴格遵守APQP流程，做好產品設計品質，形成集市場、生產、質量、研發為一體的生產製造模式。通過MES系統的運用，深化“兩化”融合，實現生產科學管控提升了產品品質穩定性。報告期內，首期NCM5系產品裝置已正式投入生產運行，產品對國內多家電池企業銷售且反饋良好；NCM6系產品已建成並投料試車，產出產品已送樣測試；MCN8系產品已進入中試生產送樣階段;NCA產品已實現了中試噸級銷售。報告期內，公司三元正極材料具備1.3萬噸產能規模，三元正極材料前驅體也已生產出合格產品，現正在大力拓展銷售渠道，爭取增加市場的供應量。
公司轉型升級發展得到宜賓市的關注和大力支持，各轉型升級項目獲得了相關專項資金的支持。其中，海豐和鋭獲得科技環保補助資金1732.66萬元；海豐和泰獲得新興產業和高端成長型補助資金1301萬元；宜賓鋰寶獲得2019年第一批升級工業發展資金780萬元。政府補助資金既推動公司轉型升級項目的建設，更是對公司戰略轉型升級的肯定。
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