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隆基股份(601012.SH):2019年淨利預增95.47%-107.19%
格隆匯 01-16 15:32

格隆匯1月16日丨隆基股份(601012.SH)披露2019年度業績預告,公司預計2019年實現歸屬於上市公司股東的淨利潤為50.00億元到53.00億元,與上年同期相比,同比增加95.47%到107.19%。扣除非經常性損益事項後,預計2019年實現歸屬於上市公司股東的扣除非經常性損益的淨利潤為48.17億元到51.17億元,與上年同期相比,同比增加105.50%到118.30%。本期業績預增的主要原因如下:

2019年,全球光伏產業持續穩定發展,海外市場增長明顯。在海外市場需求快速增長的驅動下,光伏發電應用在全球範圍內發展迅速,目前光伏在全球多個國家和地區已成為最便宜的發電方式,國內平價上網進度快速推進。受益於單晶產品在度電成本方面體現出更高的性價比,報告期內單晶市場佔有率快速提升。

公司緊抓行業發展趨勢,以提升客户價值為出發點,不斷推進技術創新、產品結構調整和產能升級,加大海外市場拓展力度,加快推進產能擴張速度。2019年,公司主要產品單晶硅片和單晶組件銷量同比大幅增長,單晶組件海外銷售收入和比例大幅提升,組件產品銷售區域進一步擴大,生產成本持續降低,毛利率同比增加。

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