橫店東磁(002056.SZ):2020年度淨利升46.67%至10.14億元 擬10派2.18元
格隆匯3月11日丨橫店東磁(002056.SZ)披露2020年年度報吿,實現營業收入81.06億元,同比增長23.50%;歸屬於上市公司股東的淨利潤10.14億元,同比增長46.67%;歸屬於上市公司股東的扣除非經常性損益的淨利潤9.11億元,同比增長54.95%;基本每股收益0.62元,擬向全體股東每10股派發現金紅利2.18元(含税)。
2020年,公司繼續圍繞“做強磁性”的戰略定位,將磁性材料產業的發展往橫向、縱向延伸,在做“廣”材料的基礎上做“深”元器件,持續推進智能製造,優化產品結構,提升新基建等應用領域的拓展能力,強化自身技術、產品創新、成本管控等綜合實力,從而進一步打開產業增長空間。其中:
永磁產業通過粘住客户,進一步提升了市場佔用率;分選、磨牀等工序自動化推進,提升了效率並優化了成本;加大新產品開發力度,打開了新的增長空間。
軟磁產業通過5G新項目開發,使得MnZn產品高速增長;大力開拓汽車電子市場,取得多個汽車新項目定點開發生產資格;積極配合國際知名公司的產品設計,優先拿到了磁元件新品開發項目,使其保持了較好的增長。
塑磁產業通過“穩拓挖增”積極搶佔國內外市場,優化工藝,提升生產效率,提高產品質量,以不斷提升市場競爭力,產業發展勢頭強、後勁足。
振動器件產業在保持手機領域市佔率提升的同時,開發大尺寸線性馬達佈局汽車電子、健康護理等領域,並不斷向智能穿戴和汽車觸覺反饋領域拓展。同時,通過提升裝備自制能力,不斷提升生產效率,夯實行業龍頭地位;
電感產業通過前期佈局,已向汽車電子領域(如大燈控制器、USB接口等)實現了批量供貨,並已成功切入了消費電子領域和筆記本電腦領域,為公司打開了縱向延伸的新局面。
環形器/隔離器取得部分國際知名企業認可,並實現小批量供貨,工廠整體搭建完成,具備量產能力,後續憑藉公司的新品開發能力、全線自動化裝備優勢,增長可期。
2020年,光伏產業持續加強組織建設,加大技改升級力度,使得產品質量、轉換率大幅提升;高效電池和組件項目建成投產,產能釋放強勁;通過減員降耗,提升產量良率,降本效果顯著;積極開拓組件差異化市場,綜上使得其收入和利潤同比大幅增長。另外,為加大國內市場開發,公司在江蘇設立合資公司投資年產2GW高效組件項目;從應用場景入手,以客户訴求為本,擇機佈局下一代技術,逐步發展温室大棚、車棚、車頂等產品、系統及整體解決方案,為後續發展做好儲備。
鋰電產業圍繞小動力市場,拓展多元化市場,不斷提升優質客户佔比,逐步實現了滿產滿銷,經營業績扭虧為盈。同時,為了滿足客户的需求,公司適時加大了鋰電池產業的佈局,新增投資年產1.48億支高性能鋰電池項目。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.