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韶能股份(000601.SZ)一季度淨利預降49.98%-56.86%
格隆匯 04-15 10:57

格隆匯4月15日丨韶能股份(000601.SZ)披露2021年第一季度業績預吿,公司預計2021年1-3月實現歸屬於上市公司股東的淨利潤3450萬元-4000萬元,同比下降56.86%-49.98%。

水電業務:2021年第一季度,公司水電站所在地區來水情況不理想,發電量同比下降50.8%,實現營業收入1.42億元,同比減少0.72億元,降幅33.51%,影響了經營業績的有效發揮。

生態紙餐具業務:2020年第一季度,國外新冠肺炎疫情尚未全面爆發,對國際航運及公司生態紙餐具出口業務造成較小影響。2021年第一季度,受國外疫情持續反覆的影響,海運訂艙難度同比大幅增加、運費同比大幅提升,影響了公司紙餐具在手訂單的正常出貨及出口業務,致使生態紙餐具業務未能充分發揮產能利用率。國內市場方面,從2021年1月1日起,海南省全面實施禁塑,公司在海南省的紙餐具銷量同比大幅增長,但銷售總量仍偏小。

目前國外疫情仍持續反覆,隨着全球疫苗接種的推廣及普及,預計疫情將逐漸得到控制,公司生態紙餐具出口業務將逐步改善。2020年國內多個省市相繼出台禁塑政策,其中海南省於2021年1月1日率先全面實施禁塑。生態紙餐具作為可降解、環保、健康的生態植物纖維製品,將從禁塑政策中受益。但生態紙餐具業務在國內市場拓展仍有一個逐步提升的過程,隨着國內禁塑政策的大力執行及推廣、居民環保意識的提高和消費觀念的升級、國內市場接受及普及程度的逐漸提升,預計國內紙餐具的業務量將逐步提升。

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