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協鑫集成(002506.SZ)一季度預虧6500萬-9500萬元
格隆匯 04-14 21:01

格隆匯 4 月 14日丨協鑫集成(002506.SZ)公佈,預計2021年第一季度歸屬於上市公司股東的淨虧損6500萬元-9500萬元,上年同期虧損13927.23萬元。報吿期內,公司業績變動情況原因如下:

(1)報吿期內,受上游硅料供應緊缺影響,硅片、電池片價格連續上漲,邊框、焊帶等輔料受大宗商品漲價影響價格亦不同程度上漲,海外訂單運費價格大幅上升,光伏產業鏈價格傳導滯脹,擠壓公司組件產品盈利空間。下游電站環節項目延遲開標,裝機需求推遲受春節假期影響,EPC業務處於傳統淡季,EPC工程項目開工率不足。

(2)一季度公司期間費用相比去年同期下降近50%為應對行業及市場變化,公司積極調整組織架構,實現精細化管理,有效降本增效,管理費用同比下降。非公開發行募集資金到位後,有效補充公司現金流,財務費用同比大幅下降

(3)報吿期內,公司轉讓的部分電站資產完成交割過户,產生處置損失5430.97萬元,屬於非經常性損益。

(4)報吿期內,公司根據權益法確認參股公司投資損失1628.5萬元。

目前,公司合肥60GW組件基地一期項目正在加速建設,樂山10GW電池基項目正在穩步推進藉助非公開發行募集資金,助推公司大尺寸再生晶圓半導業務落地推動公司半導體第二主業發展。上述項目的順利實施將有力支撐公司“光伏+半導體”雙主業戰略規劃,提升公司盈利能力和抗風險能力。

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