隆華科技(300263.SZ)2020年半年度淨利潤預增20%-40%
格隆匯 6 月 23日丨隆華科技(300263.SZ)公佈，預計2020年半年度歸屬於上市公司股東的淨利潤9991.28萬元-11656.5萬元，同比增長20%-40%。
報告期內，主營業務與上年同期相比仍然保持了穩步快速發展，尤其是新材料業務板塊取得了更快速增長。
1、靶材及超高温特種功能材料領域，受新冠肺炎疫情、西方對中國高端製造業的打壓等事件的影響，國內顯示面板、半導體等行業開始從戰略上重新考量採購和供應渠道，公司靶材業務加快了替代進口進程，尤其是寬幅鉬靶材、高世代線ITO靶材作為新的增長點市場份額大幅提升，總體保持了快速發展。超高温特種功能材料加大在MoCVD及相關半導體設備、光伏太陽能等領域的技術營銷，鎢鉬深加工組件等產品也不斷加快進口替代進程，市場基礎不斷夯實。
2、高分子及其複合材料領域，雖然上半年經營業績受到新冠疫情較大影響，但總體上隨着軍工型號任務定型並逐步量產，公司PMI 泡沫、艦船用複合材料等產品保持快速增長態勢；隨着國家對軌道交通的持續投入和發展，減隔振鏈接系列產品、複合軌枕產品規模化應用於地鐵、鐵路等軌道交通領域，市場份額逐步提升；PVC泡沫產品陸續通過多家客户的測試認證及審核，目前意向訂單十分飽滿，預計下半年能夠開始批量供貨。其中，由於海威公司生產所在地為湖北咸寧，第一季度生產活動受疫情影響更大，第二季度生產經營活動已基本恢復正常。
3、節能換熱裝備領域，公司繼續依靠技術創新、產品升級、管理改進和經營轉型等措施，上半年經營業績受到同樣較大影響，但基本保持了穩步發展態勢。環保水務領域，由於公司正在實施的主要工程項目分佈在全國各地，第一季度受疫情影響嚴重，各地項目普遍開工時間較晚，工程實施進度受到較大影響，第二季度其經營活動已逐步恢復正常，上半年整體經營業績受到較大影響。
4、公司參股投資的莫來石顆粒捕集系統載體材料項目進展順利，於第一季度實現了部分投資收益。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
