招商輪船(601872.SH)2020年淨利預增66%-84%
格隆匯1月28日丨招商輪船(601872.SH)披露2020年度業績預增公吿,公司預計2020年度實現歸屬於上市公司股東的淨利潤為27.00億元-29.85億元,同比增長66%-84%。2020年度業績預計出現增加的主要原因為:
1、上半年國際油輪市場高度景氣和劇烈波動,下半年受疫情、出口國巨幅減產以及庫存高企等影響,陷入深度低迷,公司油輪船隊抓住了高位波動機會實現收益顯著增加;
2、報吿期公司完成收購關聯方原中外運航運有限公司旗下的幹散貨船隊及LNG船項目股權,合併範圍增加。LNG船及VLOC合資項目逐步達產,投資收益繼續穩步增加。但國際國內幹散貨市場受疫情等影響總體低迷,影響了散貨船隊的收益水平;
3、報吿期末公司對船舶等資產進行減值測試後計提大額減值準備和長期租入船虧損合同計提預計負債;
4、報吿期受益於美元借款利率下降、上年末定向增發募集資金到位後人民幣存款餘額增加以及匯率變化等,淨財務費用顯著降低。
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