迴天新材(300041.SZ)：上半年淨利升23.31%至1.28億元
格隆匯 7 月 23日丨迴天新材(300041.SZ)披露2020年半年度報告，實現營業收入10.24億元，同比增長16.87%；歸屬於上市公司股東的淨利潤1.28億元，同比增長23.31%；歸屬於上市公司股東的扣除非經常性損益後的淨利潤1.25億元，同比增長27.11%；基本每股收益0.3184元。
報告期內，公司在通信電子、新能源汽車電池、高鐵城軌等重點應用領域與大客户合作進程明顯加快，新能源用膠及太陽能電池背膜、高鐵城軌用膠、綠色環保軟包裝用膠等業務毛利額比上年同期有較大增長。外貿業務保持快速發展，海外市場佈局由主要集中於東南亞、南亞、中東等地區向日韓拓展，產品出口銷售收入同比增長40%以上，助推公司整體盈利能力提高。
2020年上半年，公司各類膠粘劑產品銷售收入較上年同期增長10.58%，非膠類產品銷售收入較上年同期增長45.67%。
1、應用領域方面：(1)因公司提前開工，光伏行業聚焦核心客户搶佔市場份額，光伏硅膠和太陽能電池背膜營業收入同比增長33.51%，尤其是太陽能電池背膜隨着銷售收入倍增毛利額大幅提升，新品疊瓦導電膠經標杆客户測試和產品認證通過，透明背板實現批量供貨；(2)通信電子、新能源汽車電池、家電用膠保持良好的增長勢頭，重點客户合作進一步深化，應用範圍和產品種類持續擴大，LED行業受國內外疫情影響，出口縮減，下游客户需求放緩，LED用膠銷售額有所下降；(3)軌道交通車輛用膠毛利額提升80%以上，防寒材膠粘劑貢獻主要增量，取得中車新車型訂單並開始供貨，防電弧塗層繼地鐵、城軌車輛應用後首次中標地面機車維修項目，且份額快速提升，行業後續增長可期；(4)客車、乘用車多款膠粘劑產品替代進口份額，在上半年國內汽車行業低迷的環境下，公司汽車整車製造用膠銷售收入保持穩定份額；工程機械、集裝箱行業增量明顯；受疫情影響，汽車後市場產品銷售收入有所下降；(5)食品、醫藥軟包裝用膠和無溶劑包裝膠銷售收入和客户結構持續提升，隨着規模擴大毛利率穩步提高，併為宜城新建產能釋放蓄勢準備；(6)隨着國內基建復甦，積極推進品牌地產入圍和產品結構調整，公司建築膠業務保持穩步增長。
2、產品類別方面，有機硅膠、聚氨酯膠為公司膠粘劑核心產品，報告期營業收入分別同比增長11.70%和5.90%；厭氧膠、丙烯酸酯膠等其他膠類營業收入同比增長13.31%。太陽能電池背膜營業收入同比增長111.26%。
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