旭升股份(603305.SH)上半年淨利升65.97%至1.41億元
格隆匯8月3日丨旭升股份(603305.SH)發佈2020年半年度報告，實現營業收入6.64億元，同比增長32.06%；歸屬於上市公司股東的淨利潤1.41億元，同比增長65.97%；歸屬於上市公司股東的扣除非經常性損益的淨利潤1.33億元，同比增長66.76%；基本每股收益0.34元。報告期內，公司經營業績逆勢增長，主要受益於特斯拉等多個客户需求增加所致。
特斯拉為公司第一大客户，公司為特斯拉全球供應商。根據特斯拉官方公佈的銷量數據，特斯拉半年度全球的交付量為17.9萬輛，其中Model X和Model S共交付2.28萬輛，Model 3和Model Y共交付15.63萬輛，其中特斯拉上海工廠交付45,754輛。報告期內，鑑於特斯拉上海工廠Model 3及美國工廠Model Y的量產，公司對特斯拉銷售額3.26億元，同比增長25.14%。報告期內，公司供貨特斯拉上海工廠的多個電池包零部件實現量產，供貨Model Y的多個專用零部件實現量產；並憑藉優秀的產品質量，領先的技術水平，取得特斯拉上海工廠動力總成鋁壓鑄零部件核心供應商，供貨產品涵蓋前後驅變速箱殼體、前後驅電機殼體、逆變器殼體等產品；此外，公司還取得特斯拉新款Model S/X車型多個底盤及動力總成殼體部件的項目定點。未來隨着特斯拉現有車型的進一步爬坡以及國產Model Y等新車型的量產，預計公司對特斯拉銷售將進一步保持增長。
報告期內公司對採埃孚、北極星等客户保持了良好的銷售勢頭。其中公司對採埃孚銷售4869.83萬元，同比增長186.38%，佔營業收入比例提升至7.33%，銷售增勢迅猛；此外，公司對北極星、馬瑞利、伊頓、寧德時代等客户銷量穩步增長。未來，隨着客户終端需求的提升以及新項目新產品的量產，預計非特斯拉客户營收佔比將進一步提升。
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