中材科技(002080.SZ)漲停 一季度預計淨利同比增100%-150%
格隆匯3月8日丨中材科技(002080.SZ)封漲停板,報26.85元,市值451億元。公司預計2021年一季度歸母淨利潤48387.80萬元-60484.75萬元(2020年同期24,194萬元),同比增長100%-150%。公司所有業務板塊全面實現盈利:1、風電葉片產業:葉片產業始終秉持“技術創新支撐高質量發展”的理念,堅持“研發一代、儲備一代、批產一代”產品佈局思路,成效顯着。產品結構進一步優化,儲備的“大葉型、大功率”新產品放量,拉動整體毛利率水平提升;2、玻璃纖維產業:行業高景氣延續,疊加持續優化的產能和產品結構,生產效率及盈利能力大幅提升;3、鋰電池隔膜產業:受益於行業需求旺盛,產能加速釋放,生產效率提升,疊加客户結構優化,盈利能力提升趨勢明顯;4、先進複合材料等其他業務經營形勢良好。

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