瀋陽化工(000698.SZ)大幅上修業績預吿:2020年度預盈2.8億-4.1億元
格隆匯 1 月 26日丨瀋陽化工(000698.SZ)發佈2020年度業績預吿修正,之前披露了《2020年第三季度報吿全文》,報吿中預計2020年度歸屬於上市公司股東的淨利潤變動幅度為104.69%至106.70%,2020年度歸屬於上市公司股東的淨利潤變動區間為3500萬元至5000萬元。
修正後,預計2020年度歸屬於上市公司股東的淨利潤2.8億元-4.1億元,上年同期虧損74576萬元;扣除非經常性損益後的淨利潤3.23億元-4.65億元。
業績修正原因:1、報吿期內,受全球新冠肺炎疫情持續影響,作為一次性醫用手套原料的公司主要產品糊狀聚氯乙烯樹脂價格保持高位,價格及價格持續時間好於預期。
2、報吿期內,受全球新冠肺炎疫情持續及丙烯酸酯生產商LG和德國BASF的停工影響,全球丁酯市場供應量減少,丁酯價格高於預期。
3、2020年下半年,聚醚產品下游市場需求復甦,價格受主要原料價格上漲影響呈高位上升態勢,公司通過抓市場促銷量積極調整細化營銷策略,使聚醚產品的盈利同比增長。
4、2019-2020年度,公司子公司瀋陽石蠟化工有限公司(“蠟化”)持續虧損,因此需要進行資產減值測試的預估,其長期資產減值測試的評估報吿尚在編制過程中。根據目前評估公司的評估情況,預計蠟化2020年不再計提長期資產減值損失。
綜上,公司歸屬於上市公司股東的淨利潤相應增加。
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