黑貓股份(002068.SZ):一季度業績扭虧為盈 預盈2.3億元–2.8億元
格隆匯 3 月 17日丨黑貓股份(002068.SZ)披露2021年第一季度業績預吿,預計第一季度歸屬於上市公司股東的淨利潤2.3億元–2.8億元,上年同期虧損396.67萬元。
2020年以來,公司積極推動產品差異化戰略,非輪胎用的炭黑差異化產品產銷規模迅速提升,營收結構顯著優化;通過提升工業信息化水平加強過程管理、降耗增效,改善內部激勵機制和績效考核機制等多項舉措,生產及運營成本顯著下降,綜合毛利率和行業競爭力提升。
2021年第一季度,國內輪胎企業全球市場份額進一步增加,炭黑需求旺盛,雖然炭黑生產仍受環保限產的影響,但炭黑行業依然保持高開工率和較高盈利水平。同時,由於公司季度定價銷售產品佔比較高,因此一季度以季度定價銷售的產品延續四季度產品價格上漲度趨勢,並補漲了相應的價格漲幅,故一季度炭黑銷售毛利率環比有所增長。
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