中環股份(002129.SZ):2020年度歸母淨利升20.51%至10.89億元 擬10派0.6元
格隆匯3月10日丨中環股份(002129.SZ)披露2020年年度報吿,實現營業收入190.57億元,同比增長12.85%;歸屬於上市公司股東的淨利潤10.89億元,同比增長20.51%;歸屬於上市公司股東的扣除非經常性損益的淨利潤9.53億元,同比增長53.48%;基本每股收益0.3770元,擬向全體股東每10股派發現金紅利0.6元(含税)。
影響公司報吿期業績的主要因素有:(1)2020年公司所處光伏新能源行業及半導體行業市場景氣度顯著提升,光伏新增裝機需求持續增加,半導體產業加速向中國區轉移,公司綜合競爭優勢進一步凸顯,市場佔有率提升;(2)光伏材料圍繞理論產能提升、產品質量升級和產品成本下降的研發創新成果顯著,技術進步提升原有光伏材料產能的貢獻佔比近20%,產品入檔率上升,優化公司產能結構、降低單位投資成本,但創新集中於Q4顯現,作用於業績的時間較少;(3)天津DW智慧工廠光伏晶片人均勞動生產效率上升300%以上,製造效率進一步提升;(4)2020年下半年,G12產業鏈上下游擴張超出預期,生態加速成熟,公司原G12產能擴張計劃過於謹慎,成為產業瓶頸。
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