厦门钨业(600549.SH)：上半年净利同比增201.68%至2.33亿元
格隆汇 8 月 21日丨厦门钨业(600549.SH)公布半年报，2020年上半年，公司实现合并营业收入79.24亿元,同比下降5.48%；合并营业成本64.01亿元，同比下降9.47%；实现归属净利润2.33亿元,同比增加201.68%。
1、钨钼业务方面，2020年上半年受新冠疫情等诸多因素影响，汽车、3C行业等终端市场对钨需求均有不同程度下降，供给过剩加剧导致原料价格总体回落。针对上述不利影响，公司加强管理，加快库存周转，有效应对钨钼材料价格的下降，产品盈利能力明显回升。报告期，公司钨钼等有色金属业务实现营业收入34.25亿元,同比减少10.29%，实现利润总额4.07亿元，同比增长191.94%。
钨矿山业务，受疫情影响，终端需求下降，钨精矿价格下跌，利润总额有所下滑；硬质合金棒材销量同比增长，利润总额大幅增长；整体刀具销量同比小幅增长、数控刀片销量同比小幅下滑，但受益于产品结构优化及降本增效举措的有效落实，盈利能力均显著提升。受钼产业原料市场价格大幅下跌影响，钼冶炼业务毛利率同比下滑。
2、稀土产业方面。报告期内，稀土板块内部销售未实现毛利同比减少，利润提升；稀土价格先跌后稳，公司稀土氧化物和稀土金属业务产品利润同比下滑；发光材料业务，产销量、利润同比小幅增长；磁性材料销量同比小幅增长，利润同比增长；2020年上半年，公司稀土业务实现营业收入12.80亿元，同比增长18.83%；实现利润总额3,520.20万元，同比增长331.02%。
3、电池材料方面。本报告期主要原料钴价格同比相对稳定，同时钴酸锂产品受益于产品结构持续优化以及疫情期间在线办公、网络教育拉动的影响，销量同比增长约72.43%；三元材料受疫情期间新能源汽车行业复工推迟、下游需求减弱，以及磷酸铁锂在中低端市场的冲击等因素的影响，销量同比下降约51.85%。2020年上半年，公司新能源电池材料(含锂电正极材料、贮氢合金)业务实现营业收入31.55亿元，同比下降7.30%；实现利润总额9,431.57万元，同比扭亏为盈，利润增加13,754.26万元。
4、房地产业务。2020年上半年实现营业收入0.65亿元，同比下降24.62%，实现利润总额-6,242.79万元，同比下降165.12%。主要原因是上年同期房地产业务板块所属合营企业成都同基置业有限公司开发房地产项目一期交房确认收入，按权益法确认投资收益，本期无此事项。
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