明泰鋁業(601677.SH):2020年度淨利潤預增15%至20%
格隆匯1月11日丨明泰鋁業(601677.SH)公佈,經財務部門初步測算,預計2020年度實現的歸屬於上市公司股東的淨利潤10.5億元至11億元,與上年同期相比增加1.33億元至1.83億元,增幅15%至20%;歸屬於上市公司股東的扣除非經常性損益的淨利潤約8億元至8.5億元,與上年同期相比增加18457萬元至23457萬元,增幅30%至38%。業績預增的主要原因如下:
(一)報吿期內,技術創新和產品研發成效顯著,新產品的推出進一步提升市場競爭力,鋰電池軟包鋁箔、汽車用鋁等高附加值產品優化公司產品結構,提升公司利潤率水平。
(二)下游需求旺盛,隨着環保政策、限塑令的深入實施,新能源汽車、綠色消費、交通運輸等領域訂單不斷增長。本年度公司交通運輸、綠色消費、醫藥等領域產品銷量的增長確保了全年目標的順利完成,鋁板帶箔銷量約98萬噸,增幅約14%;汽車鋁材已經順利進入蔚來、比亞迪等一線車企採購體系。
(三)公司利潤來源於加工費,營業收入中包含“鋁錠價格和加工費”。隨着公司轉型升級的不斷深入,附加值穩步提升。剔除原材料後公司加工利潤率水平在20%以上。
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