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石大勝華(603026.SH)漲停 產品量價齊升致四季度業績大增
格隆匯 01-18 13:03
格隆匯1月18日丨石大勝華(603026.SH)上午盤中漲停,報50.99元,為連續第二日漲停,半日成交6.94億元,最新市值103億元。公司上週五晚公佈,預計2020年淨利潤為2.5億元-2.8億元,同比下降9%-19%。公司前三季度淨利5767萬元,由此計算四季度淨利潤1.92億-2.22億元,環比三季度增92.54%-122.57%,同比增32.74倍-39.01倍。溶劑是鋰電池電解液的基礎,石大勝華是全球最大的鋰電池溶劑供應商,公司電池溶劑產能在國內佔比超過70%。2020年四季度以來,國內新能源汽車銷量增速明顯提升,帶動了鋰電池需求量的增長。鑫欏資訊顯示,2020年四季度,石大勝華生產的5種溶劑均價達到歷史新高水平,供給緊張,出貨量有所增加。

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