南玻A(000012.SZ)上半年營收降10.65%至48.88億元
格隆匯8月23日丨南玻A(000012.SZ)公佈2019上半年業績，2019年上半年公司實現營業收入48.88億元，同比下降10.65%；實現淨利潤3.87億元，同比增長7.70%；歸屬於上市公司股東的淨利潤為3.77億元，同比增長6.95%。
玻璃板塊中，2019年上半年，受天然氣燃料成本上漲、房地產整體增速同比有所放緩以及中美貿易摩擦對汽車玻璃和產業玻璃出口產生不利影響等多重因素的影響，上半年玻璃行業普遍承壓，下游需求整體放緩，行業價格呈現一定的波動，公司通過採取一系列應對措施，取得了較好的經營業績，2019年上半年實現收入36.70億元，同比增幅0.13%；實現淨利潤3.55億元，同比下降19.90%。
太陽能業務板塊中，受政策影響，2019年上半年太陽能光伏市場仍在低谷徘徊，特別是材料生產端市場，同時，受低電價地區興建新興產能的快速釋放與新技術的持續導入的雙重影響，太陽能產業經營發展承受較大壓力。為積極應對嚴峻的市場環境，除了前期進行的多晶硅及多晶硅片升級技改，2019上半年公司從產業戰略到精細化管理多管齊下，積極開拓光伏產業對外合作，提升高附加值產品的生產銷售份額，同時不斷提升生產效率、降低成本。雖因升級技改部分產能停車影響部分收入，但太陽能板塊整體實現扭虧為盈。上半年太陽能產業合計實現收入7.75億元；實現淨利潤0.23億元，同比減少虧損0.67億元。
電子玻璃及顯示器件業務板塊中，2019年上半年電子玻璃及顯示器件產業隨着產品技術升級以及市場穩步開拓，經營業績保持增長態勢，實現收入5.10億元；實現淨利潤1.05億元，同比增加0.47億元，增幅82%。2019年1月，咸寧光電高鋁電子玻璃生產基地正式進入商業運營，通過不斷的研發投入及技術創新，產品質量逐步提升，產品已打入國內知名品牌市場。清遠南玻二期超白電子玻璃項目建設順利，項目建成後，南玻電子玻璃的行業影響力將進一步得到提升。宜昌顯示器件抓住車載觸控市場機遇，加快推進設備擴產改造項目，充分釋放產能，黃光及TP模組出貨量大幅提升。主要面向車載中控屏市場的AG玻璃生產線目前已處於試生產階段，預計下半年將正式轉入商業化運營，將為南玻顯示器件產業提供新的利潤增長點。
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