三超新材(300554.SZ):2020年度淨利預增82.66%-133.39%
格隆匯 1 月 29日丨三超新材(300554.SZ)披露2020年度業績預吿,預計歸屬於上市公司股東的淨利潤1800萬元–2300萬元,同比增長82.66%-133.39%;扣除非經常性損益後的淨利潤1535.94萬元–2035.94萬元,同比增長146.09%-226.19%。業績變動原因如下:
1、報吿期內,金剛線產品訂單較去年同期有較大增長,新增國產設備產能逐步釋放,且通過技改,公司硅切片線的品質穩定性得到了改善,市場競爭力提升較為明顯,生產成本也有所下降,因此預計報吿期內淨利潤較去年同期增長。
2、報吿期內,由於市場競爭加劇,導致金剛線產品價格有所下調,影響了淨利潤的增長。
3、報吿期內,募投項目“年產1000萬公里超細金剛石線鋸生產項目一期”因受疫情影響,引入的株式會社中村超硬設備調試計劃延期,導致原計劃於2020年下半年產能投放延後。
4、報吿期末,部分資產因技術迭代、產品升級等原因,預計未來難以為公司實現經濟效益,故計提了資產減值準備,在一定程度上拉低了公司淨利潤的增長率。
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