光威復材(300699.SZ)：上半年淨利升13.42%至3.52億元
格隆匯 8 月 10日丨光威復材(300699.SZ)披露2020年半年度報告，實現營業收入10.05億元，同比增長20.17%；歸屬於上市公司股東的淨利潤3.52億元，同比增長13.42%；歸屬於上市公司股東的扣除非經常性損益後的淨利潤3.27億元，同比增長15.32%；基本每股收益0.68元。
其中，碳纖維(含織物)業務實現收入5.78億元，較上年同期增長36.47%，風電碳樑業務實現收入3.11億元，較上年同期增長3.85%；預浸料業務實現收入9270.91萬元，較上年同期增長6.73%；複合材料製品業務實現收入1401.35萬元，較上年同期增長1.68%；裝備製造業務實現收入688.22萬元，較上年同期增長714.54%。
報告期內，新冠肺炎疫情先後在國內、歐洲、美洲等地蔓延，使公司碳樑業務依次受到了不同程度的影響，疫情期間存在多次推遲發貨情形，實際業務完成預期發貨量70%左右，目前針對各直接客户的發貨在恢復之中，公司也在努力協商尋求補償發貨空間；公司碳纖維(含織物)業務受疫情影響不大，通過嚴格的疫情防控措施，實現安全連續生產，確保批產訂單交付，重大合同執行平穩，半年度執行率55.43%左右，民品纖維在募投項目建成之前繼續爭取小規模生產，確保與市場充分溝通與互動，目前訂單充足、貢獻度明顯提升；通用預浸料和複合材料板塊業務，在一季度受到疫情影響出現嚴重下滑情況下，隨着國內疫情緩解和復工復產的快速推進，兩個板塊業務得到快速恢復，報告期內均實現了增長，其中預浸料板塊進一步優化客户結構，業務盈利能力明顯改善，複合材料板塊AV500無人直升機繼首架交付之後，首批訂單順利簽署並陸續交付，無人直升機復材單元的成功開發為公司以碳纖維為核心的業務向下遊高端複合材料裝備領域延伸打開了一扇窗，公司也將以此為契機，充分利用公司全產業鏈佈局優勢，進一步提升公司在無人機複合材料單元的設計、製造、裝配等能力，尋求更多的業務機會和更大的發展空間；光威精機板塊的複合材料裝備產品和能力得到航空、航天等領域專業單位的高度認可，報告期內在對內承擔相關項目建設任務的同時，對外積極承接訂單，裝備設計製造業務收入實現較大增長。
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