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浙農股份(002758.SZ):上半年淨利預增100.84%至110.88%(重組後)
格隆匯 07-12 17:34

格隆匯7月12日丨浙農股份(002758.SZ)披露2021年半年度業績預吿公吿,公司預計上半年歸屬於上市公司股東的淨利潤2億—2.1億元,與上年同期重組前數據相比增長1880.24%至1979.25%;與上年同期重組後數據相比增長100.84%至110.88%。基本每股收益0.41元/股—0.43元/股。

公司2021年上半年業績對比上年同期重組前業績增幅較大,主要原因系公司重大資產重組完成後,重組標的公司浙江農資集團有限公司資產注入,公司經營規模和盈利能力得到顯著提高,從而帶來業績的大幅增長。

公司2021年上半年業績對比上年同期重組後業績增幅也較大,主要原因包括:(1)去年上半年,由於新冠肺炎疫情,大量企業開工延後,市場需求低迷,公司正常生產經營受到較大影響。今年公司提前規劃,做好生產經營和疫情防控各項工作安排,農業綜合服務、汽車商貿服務和醫藥生產銷售各項業務有序開展,經營質量持續向好。(2)今年上半年,受國際流動性寬鬆充裕、大宗商品價格持續攀升等因素影響,尿素、鉀肥、複合肥等農資產品價格漲幅明顯。此外,受益於國內經濟強勁復甦以及汽車促消費政策推動,寶馬、凱迪拉克等豪華車市場需求得到有力提振,全球芯片的供應緊缺,一定程度上推動了汽車銷售價格上漲。公司藉助有利的市場形勢,不斷提升經營能力,實現2021年半年度經營業績大幅增長。

預吿期間內,預計影響歸屬於上市公司股東淨利潤的非經常性損益金額約為2500.00萬元,主要來自於理財收益、政府補助等。

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