三聯虹普(300384.SZ):2019年淨利預增60%-70%
格隆匯1月7日丨三聯虹普(300384.SZ)披露2019年度業績預告,公司預計2019年1-12月歸屬於上市公司股東的淨利潤為約1.81-約1.92億元,同比增長60%-70%。業績變動原因如下:
1、報告期內,國內聚酰胺及聚酯行業持續鞏固良好發展態勢,公司在手訂單充足。同時,公司外延、內生髮展的新業務領域均取得可喜成果,推動公司業績實現了跨越式增長。
1)在高性能聚酰胺技術領域,國內伴隨上游原料己內酰胺產能釋放,推動聚酰胺產業鏈上下游配套投資活躍,確保公司在手訂單充足及業績較快速增長。其中,公司在原石油基工藝路線基礎上開創了業界首個以煤基己內酰胺為原料的高性能聚酰胺纖維樣板工程,為推動聚酰胺行業原料結構優化,拓寬多功能、高品質、差別化纖維日益增長的市場需求產生積極影響,構成報告期內公司業績增長的重要因素。
2)在高粘聚酯技術領域,公司控股子公司Polymetrix在PET工業絲及瓶級切片領域業務穩定增長;受益於“歐洲塑料戰略”等國際循環經濟法案落地的積極影響,Polymetrix公司在食品級再生PET技術領域展現出巨大的發展潛力,並先後簽約多個國際重要再生PET項目,從而推動其2019年業績整體實現大幅增長。其中,Polymetrix公司與法國Veolia集團簽訂的食品級再生PET行業單體合同額最大項目已經實現效益,對Polymetrix及公司未來業績發展具有里程碑意義。
3)公司參股的浙江工程設計有限公司發展良好,有效增強公司己內酰胺產業鏈技術完備性及項目承接能力,與公司協同效益初步體現,也為公司報告期業績增長作出貢獻。
2、預計2019年度非經常性損益對淨利潤的影響金額約為1196萬元。
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