協鑫集成(002506.SZ):前三季虧損擴大 預虧2.3億元-2.8億元
格隆匯10月14日丨協鑫集成(002506.SZ)發佈2020年前三季度業績預告,歸屬於上市公司股東的淨虧損2.8億元-2.3億元,去年同期則為淨虧損3626.14萬元。
第三季度歸屬於上市公司股東的淨虧損7575.83萬元-2575.83萬元,去年同期則為淨虧損5441.97萬元。
受上游硅料供應緊缺影響,公司主要原材料硅片及電池片價格持續上漲,加之玻璃、膠膜等組件輔料價格不同程度上漲,公司組件生產成本攀升,然而組件終端銷售價格漲幅不及原材料價格漲幅,組件毛利率環比下降;同時因組件價格上漲影響,平價項目及競價項目建設開工及併網進程有所延緩,三季度部分組件訂單交貨需求推遲到年底。為順應大尺寸組件高效產能迭代的市場趨勢,公司積極對原有產線進行技術升級改造,影響部分產能釋放。受外部融資環境趨緊影響,公司的資金壓力未得到緩解,亦對公司生產銷售產生一定影響。上述原因綜合導致公司三季度組件銷量及毛利有所下降。報告期內,能源工程EPC中標量大幅回升,但受組件價格上漲影響,工程開工時間延遲,影響部分收入確認。
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