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天順風能(002531.SZ)半年度扣非淨利潤預增15%-25%
格隆匯 06-01 19:01

格隆匯6月1日丨天順風能(002531.SZ)公佈,預計2021年半年度歸屬於上市公司股東的淨利潤76033.73萬元-86895.70萬元,同比增長40%-60%;歸屬於上市公司股東的扣除非經常性損益的淨利潤56673.89萬元-61602.06萬元,同比增長15%-25%。主要原因為:

1全球新能源行業持續高景氣,發展態勢良好,風能行業迎來了巨大的機遇和挑戰

2公司一直堅持深耕風能領域,堅持全球戰略部署,拓展上、海上市場,並堅持大客户戰略,以優異的品質和精細的管理獲得了越來越多客户的認可並獲得了更多的市場份額,“三北”地區塔筒訂單份額佔有率大幅度提升,海外及海上訂單也完全滿產,預計上半年在手訂單72萬噸。

3針對原材料上漲的壓力,公司密切關注原材料價格波動。一方面,公司與上游供應商簽署戰略合作協議,採用預付款方式及時鎖定原材料價格;另一方面,風電裝機需求旺盛,風電設備行業景氣度高,公司已採取多種方式將漲價壓力向下遊傳導。

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