正海磁材(300224.SZ):2020年淨利升42.86%至1.33億元 擬10派2元
格隆匯3月22日丨正海磁材(300224.SZ)披露2020年年度報吿,實現營業收入19.54億元,同比增長8.64%;歸屬於上市公司股東的淨利潤1.33億元,同比增長42.86%;歸屬於上市公司股東的扣除非經常性損益的淨利潤1.11億元,同比增長32.14%;基本每股收益0.17元,擬向全體股東每10股派發現金紅利2元(含税)。
報吿期內,憑藉多年來在海外新能源汽車市場的精心佈局,得益於歐洲市場的爆發式增長,公司節能與新能源汽車市場銷量增長迅猛。公司汽車客户量產項目及需求數量的增加,有效地對沖了新冠疫情的衝擊,報給期內公司EPS和DCT等汽車電氣化產品銷量保持小幅增長;受益於國內風電行業搶裝和風電平價上網政策,公司風電市場銷量保持增長;在空調市場,受新能效等級政策的影響,變頻空調成為市場主流,公司緊抓機遇,進一步提高了在家用電器市場的銷售規模,銷量得以穩步提升;同時,公司積極促進電梯行業和智能消費電子行業均衡發展,為公司未來業績打下堅實基礎。
報吿期內,公司高性能釹鐵硼永磁材料及組件營業收入較去年同期增長19.12%,淨利潤較去年同期增長18.79%。
報吿期內,受疫情衝擊和補貼退坡的影響,中國新能源汽車市場競爭進一步加劇,以特斯拉為代表的外資品牌發展勢頭強勁,行業分化並加速出清,大批車企面臨困境,公司下游客户需求波動較大。上海大郡根據自身制定的戰略目標,將資源集中於符合公司長期戰略發展的新產品、新技術的研究發展上,主動放棄了部分不符合企業戰略發展需要的產品和客户,新產品尚處於開發之中,未能大規模上市。受以上兩方面因素的影響,上海大郡的產品銷量同比大幅下滑。
報吿期內,公司新能源汽車電機驅動系統業務的營業收入較去年同期下降88.45%,淨利潤較去年同期增長11.50%。
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.