新宙邦(300037.SZ)：上半年淨利升77.31%至2.38億元
格隆匯 7 月 30日丨新宙邦(300037.SZ)披露2020年半年度報告，實現營業收入11.93億元，同比增長12.94%；歸屬於上市公司股東的淨利潤2.38億元，同比增長77.31%；歸屬於上市公司股東的扣除非經常性損益後的淨利潤2.2億元，同比增長74.12%；基本每股收益0.64元。
報告期內，電池化學品業務實現營業收入5.88億元，同比增長8.38%。2020年上半年，一方面因歐美主要發達國家加大對新能源汽車產業的政策支持，歐美新能源汽車市場得到了快速發展，給公司帶來了新的增長機遇。另一方面，雖然國內市場競爭激烈，但公司通過差異化的產品與市場策略，優化整合客户資源，保證了國內外市場的佔有率。同時，報告期內，因疫情影響，一次鋰電需求增加，加上風電領域帶動超電容發展，公司上半年超容電解液及一次鋰電池電解液也有了較好的發展，保持了較好的市場佔有率和經營業績。
報告期內，有機氟化學品業務實現營業收入3.09億元，同比增長32.68%。2020年上半年，受疫情影響，公司八大類核心產品之一的含氟醫藥中間體增速明顯。同時，企業憑藉着技術優勢與近幾年來的市場口碑，進一步拓寬了以環保型含氟表面活性劑產品為代表的市場。內外貿客户羣體同比有了明顯的上升，產品結構和客户結構不斷優化，極大降低了企業經營風險。目前，國內及國際上對氟精細化學品的需求巨大，政府對精細氟化工的扶持力度也在逐步加強，含氟精細化學品市場未來前景廣闊。
報告期內，電容化學品業務實現營業收入2.46億元，同比增長12.87%。2020年上半年隨着電解液業務及部分化學品業務市場份額的上升，使得電容業務營業收入整體同比有所上升。但是，受全球疫情等的影響，電容市場整體需求下降，電容市場競爭激烈，成本壓力由電容廠商向上遊材料廠商傳導。承受整體經濟下行和上游客户壓價的雙重壓力，公司通過持續不斷的創新和產品升級換代，通過推行精益生產，降低成本，較好地維持了電容化學品業務的經營業績。
報告期內，半導體化學品業務實現營業收入4625.17萬元，同比下降24.25%。2020年上半年公司核心產品銅蝕刻液進行了迭代驗證，目前已恢復正常交付。近幾年來，在國家以及行業政策的扶持下，材料“國產化”是未來的大趨勢，國內高端IC濕電子化學品迎來歷史性的機遇，公司通過在半導體領域的多年深耕和投入，目前在客户端認證進展順利，電子級氨水、雙氧水等IC高端濕電子化學品已批量交付國內外半導體終端客户，隨着在客户端的認證有序推進，未來公司在該領域將會有更大的發展，為材料“國產化”做出一份貢獻和力量。
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