朗新科技(300682.SZ)半年度淨利潤預增25%-35%
格隆匯7月11日丨朗新科技(300682.SZ)公佈,預計2021年半年度歸屬於上市公司股東的淨利潤10196.06萬元-11011.74萬元,同比增長25%-35%。
朗新科技集團聚力能源行業數字化,通過新一代信息技術助力行業轉型升級,以B2B2C的業務模式,一方面賦能能源數字化升級,助力電網企業構建以新能源為主體的靈活適配、柔性控制、高效運行新型電力系統;另一方面構建能源服務新場景,以能源服務、生活服務、城市服務等多維場景為基礎,通過自有的能源互聯網服務平台,和超級入口一起服務終端用户的用能需求。報吿期內,公司營業收入預計較去年同期增長約45%。
國家提出的“碳達峯、碳中和”目標是一場廣泛而深刻的經濟社會系統性變革,電網是電氣化的基礎網絡,是清潔能源消納的主通道,是能源雙碳路徑的樞紐與關鍵。報吿期內,受益於能源客户自身數字化轉型的需求,以及能源互聯網帶來的新的用電服務需求,公司2B的能源數字化業務面臨重大發展機遇並取得積極進展,項目儲備充足、業務持續向好,預計相關業務收入同比增長超過40%。
報吿期內,以電力為核心的能源消費新場景不斷湧現,公司的能源互聯網服務平台價值凸顯,2C的平台運營業務不斷突破,平台交易量穩步增長,活躍度持續提升。以公司的電動汽車聚合充電業務為例,報吿期內實現快速增長,截止2021年二季度末,平台已累計接入充電運營商超300家,實現了和國家電網、南方電網、星星充電、雲快充等頭部運營商的平台打通,在運營充電樁數量超過20萬,服務新能源充電車主數超過105萬,2021年上半年聚合充電量近11000萬度。
報吿期內,公司股份支付費用約5500萬元,較上年同期增加近3800萬元。
報吿期內,公司非經常性損益對歸母淨利潤的影響金額預計約2800萬元。
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