英聯股份(002846.SZ)：2020年淨利降2.68%至7761.36萬元 擬10轉6派1.5元
格隆匯 2 月 8日丨英聯股份(002846.SZ)披露2020年年度報吿，實現營業收入13.32億元，同比增長13.82%；歸屬於上市公司股東的淨利潤7761.36萬元，同比下降2.68%；歸屬於上市公司股東的扣除非經常性損益的淨利潤7073.86萬元，同比下降9.48%；基本每股收益0.40元，擬向全體股東每10股派發現金紅利1.5元(含税)，同時以資本公積金轉增股本方式向全體股東每10股轉增6股。
報吿期內公司營業收入的增長主要得益於罐頭易開蓋和飲料易開蓋的增長，歸屬於上市公司股東的淨利潤下降2.68個百分點，主要是由於產品綜合毛利率略有下滑以及有息負債規模快速增長導致財務費用增長，同時公司加大差異化新產品的研發力度，研發費用也有一定的增長所致。具體各主要業務發展情況如下：
乾粉易開蓋本期營業收入略有下滑，主要系奶粉易撕蓋銷量下滑所致，報吿期內由於大型奶粉罐廠自建易開蓋生產線而減少外採數量，同時新生嬰兒數量進一步下滑，導致奶粉總需求量有一定的下滑，但隨着易撕蓋生產工藝及配套供應體系的成熟，易撕蓋已經從奶粉領域快速的進入了休閒食品等領域，公司普通乾果類易撕蓋產品快速增長，在一定程度上抵消了奶粉易撕蓋下滑對公司業務的影響。
罐頭易開蓋報吿期間營收規模和毛利率水平繼續提升，主要得益於公司多年的產能擴張，產品規格和型號日趨完善，產品應用領域更加多元化所致。由於新冠疫情的影響，國際人員交流受限，部分海外客商委託國內中間商進行採購以及國內罐頭(含寵物罐頭)產量的增加，帶來報吿期國內罐頭易開蓋銷售收入快速增長。
飲料易開蓋報吿期內產銷規模繼續提升，主要是本期揚州英聯有部分產能建成投產，報吿期由於鋁材價格在上半年探底後下半年單邊上行，導致標準化飲料易開蓋成本快速上升，但標準化飲料易開蓋行業競爭日趨激烈，產品轉移定價能力較弱，行業基本以上季度鋁材均價作為本季度產品的結算價格基礎，導致本期標準化飲料易開蓋業務虧損面擴大，同時現階段雙生產基地運作，運營成本較高，報吿期標準化飲料易開蓋業務(佛山寶潤與揚州英聯)虧損3806.54萬元,影響歸屬於上市公司股東淨利潤3111.91萬元。
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