時代新材(600458.SH)：上半年淨利同比增61.79%至1841萬元
格隆匯 8 月 25日丨時代新材(600458.SH)公佈半年報，報告期內，公司實現銷售收入57.37億元，較上年同期增加6.12億元，增幅11.94%。公司實現歸屬於母公司淨利潤1841萬元，較上年同期1138萬元增加703萬元，同比增61.79%，主要是由於公司風電市場銷售收入增加，公司整體營業利潤總額增加所致。
上半年公司軌道交通市場銷售收入11.77億元，較上年同期12.38億元基本持平，儘管2020年初受到新冠疫情的負面影響，上半年公司軌道交通市場業務仍保持了相對穩健，同時公司進行了中國中車機車車輛領域空氣彈簧、橡膠金屬件業務的重組工作。風電市場收入23.03億元，較上年同期6.23億元增加16.80億元，主要是因節點併網政策的影響，風電市場的搶裝潮行情，2020年上半年公司風電葉片供不應求，訂單額飽滿。汽車市場銷售收入22.01億元，較上年同期31.36億元減少9.35億元，收入降幅較大主要受海外新冠疫情疊加汽車行業整體下行的雙重負面影響，截止目前BOGE全球工廠的產能恢復仍不足，約為50%-60%，客户陸續取消或推遲了訂單，上半年經營業績同比下滑。報告期內，
2020年下半年，軌道交通市場業務仍將保持相對穩健的發展態勢，一方面通過技術創新，管理升級，新項目蓄力，打造高質量的產業格局：另一方面新納入公司合併範圍的原中國中車下機車車輛領域空氣彈簧、橡膠金屬件業務，可對衝受新冠疫情影響導致的海外市場需求下降的影響。下半年將在城市軌道交通業務，鐵路機車維保及線橋危害治理等方面加大技術研發，培育更多的市場機會。風電市場全年收入預計可創歷史新高，下半年將持續穩定發揮既有產能，滿足國內外客户搶裝交付需求。考慮到2021年海上風電市場搶裝的形勢，爭取在第三季度完成2021年兩海戰略客户訂單的鎖定，並制訂相應的交付方案。汽車市場產能下半年將逐步恢復，但BOGE全年經營業績仍存在大額虧損的風險，公司將通過推進實施新建東歐工廠等低成本基地，將部分高成本地區工廠轉產，降低高成本地區人工成本等方式，解決BOGE長期以來經營成本偏高的問題，提升公司整體盈利能力。下半年，公司仍將按照國資委“雙百行動”的政策要求，優先選取有戰略發展前景、資金投入需求高的新產業，推進以引入戰略投資者、骨幹員工持股等方式進行混合所有制改革，保持公司未來可持續發展。
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