精達股份(600577.SH)一季度淨利潤預增60%-90%
格隆匯 3 月 15日丨精達股份(600577.SH)公佈,公司預計2021年第一季度實現歸屬於上市公司股東的淨利潤為10474萬元到12437萬元,與上年同期(法定披露數據)相比,將增加3928.03萬元到5891.03萬元,同比增長60%到90%。
因公司收回對倍哲資本投資本金美元650萬元,實現收益美元373萬元,按3月12日人民銀行美元匯率中間價計算收益約人民幣2396.34萬元,扣除已在2020年確認過的收益,本次預計對2021年第一季度歸屬於上市公司股東的非經常損益金額約在1561.15萬元。
預計一季度銷量約7萬噸-8萬噸,主營業務收入約38億元-42億左右(基於當前電解銅、鋁價格),分別比上年同期增長19%-36%、50%-66%;其中1-2月已實現銷售5.1萬噸,其中電磁線4.1萬噸,主營業務收入25.7億,分別比上年同期增長18%、63%。
主營業務影響:1、量的提升:2021年第一季度,公司主營業務產品銅漆包線、鋁漆包線銷量繼續保持增長,常州恆豐特種導體持續快速增長。同時,隨着兩極拉伸戰略的實施,公司在扁線的銷量上實現增長。
2、價的增長:2021年1月以來,全球經濟復甦共振,中國經濟復甦領先全球,由於供需缺口擴大、全球低利率等因素,銅等大宗商品價格持續上漲,也使得公司獲得了一些收益。
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