道氏技術(300409.SZ):上半年預盈2.28億元-2.78億元 同比增長801.95%-1001.20%
格隆匯7月12日丨道氏技術(300409.SZ)披露2021年半年度業績預吿,公司預計2021年1-6月實現歸屬於上市公司股東的淨利潤2.28億元-2.78億元,同比增長801.95%-1001.20%。業績預增原因系:
1、報吿期內,公司新材料戰略佈局優勢凸顯。受益於新能源行業的高景氣發展,鈷鹽、三元前驅體產品和石墨烯/碳納米管導電劑產品訂單充足,產品結構優化,毛利率同比大幅提升,銷售產品量價齊升,驅動了公司業績增長。
陶瓷材料板塊,由於行業產品升級和下游客户集中度提升,公司產品銷量實現大幅增長,但因原材料價格上漲影響了板塊的利潤貢獻。
2、報吿期內,預計非經常性損益對公司淨利潤的影響額約為573萬元。
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