旗濱集團(601636.SH):預計一季度淨利8.53億元-9.06億元 同比增長431%-464%
格隆匯4月8日丨旗濱集團(601636.SH)披露2021年第一季度業績預增公吿,預計2021年第一季度實現歸屬於上市公司股東的淨利潤8.53億元-9.06億元,同比增長431%-464%;預計2021年第一季度歸屬於上市公司股東的扣除非經常性損益的淨利潤8.28億元-8.80億元,同比增長487%-524%。業績預增原因系:
平板玻璃行業供給側改革的持續推進,有效地遏制了產能新增。2021年地產、建築業開工相對偏早、大宗商品價格普漲,推動了浮法玻璃產品需求及價格春節後快速反彈,加之碳中和趨勢下,新能源迎來歷史性機遇,公司部分普通浮法玻璃產能轉產超白光伏玻璃等因素影響,報吿期公司玻璃原片價格較去年同期增幅達28%;基於市場原片行情看漲,公司緊抓行業景氣度回升機遇、克服疫情和假期影響,加大營銷力度,產銷率同比大幅增長,銷量增加達79%;同時,疊加大宗原材料戰略儲備動作、原燃料成本保持了低位運行水平,以及公司持續推進各種增收節支措施,產品毛利率大幅提升。
另外,2020年第一季度因受疫情影響,公司銷售受到較大影響,導致上年同期比較基數較低。
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