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博威合金(601137.SH)半年度淨利潤升21.92%至2.52億元
格隆匯 08-17 18:19

格隆匯 8 月 17日丨博威合金(601137.SH)發佈2020年半年度報告,實現營業收入38.46億元,同比增長14.94%;歸屬於上市公司股東的淨利潤2.52億元,同比增長21.92%;歸屬於上市公司股東的扣除非經常性損益的淨利潤2.37億元,同比增長41.29%;基本每股收益0.38元。

有色合金材料:公司實現主營業務收入222,235.77萬元,同比增長2.24%;實現淨利潤11,615.25萬元,同比增長-6.79%,主要原因為:棒、線產品中傳統汽車電子業務上半年整體還在調整,新能源汽車業務尚在起步階段,高端消費電子需求下滑使得淨利潤的增長不及預期;合金帶材業務保持了11.58%的增長,以5G為代表的新技術用材料受疫情及中美貿易摩擦的影響,與年度目標相比雖有增長但增長量和增速均不及預期。

精密細絲方面:公司實現主營業務收入56,999.27萬元,同比增長-8.45%;實現淨利潤4,301.98萬元,同比增長-3.07%主要原因為:精密細絲業務德國貝肯霍夫的營收佔比超過50%,整個歐洲區域受疫情影響需求下滑,企業開工不足,對精密細絲的需求萎縮,淨利潤增長-92.56%,國內增長37.10%合併淨利潤依然未能實現正增長。

國際新能源方面:公司實現主營業務收入103,747.36萬元,同比增長97.61%;實現淨利潤9,272.56萬元,同比增長116.72%。主要原因為:2020年初,美國201法案對光伏產品的關税從25%降到20%,美國市場積累的大量需求得以釋放,一季度產銷兩旺,整體訂單飽和,二季度受疫情影響,工程進度受到一定影響,訂單也有所萎縮,越南光伏電站運行良好,因此上半年依然取得了良好的增長。

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