東方精工(002611.SZ)半年度淨利潤預增40%-60%
格隆匯7月12日丨東方精工(002611.SZ)公佈,預計2021年半年度歸屬於上市公司股東的淨利潤1.78億元-2.03億元,同比增長40%-60%。
2021年上半年公司預測業績相較於2020年上半年變動的主要原因:
國內業務方面:
2021年上半年,國內宏觀經濟運行活躍、穩中向好,公司國內瓦楞紙包裝裝備業務充分把握髮展機遇,加大國內及新興市場客户拓展力度,訂單銷售、訂單發貨雙雙增長,其中子公司Fosber亞洲的高端瓦楞紙板線業務上半年收入利潤再創歷史最佳。
子公司百勝動力持續加強品牌建設,優化經銷商體系,加大研發力度,完善產品結構,同時受益於疫情下國外消費品市場對水上動力產品需求的增長以及國內客户拓展順利等因素,報吿期內出口業務及內銷收入均實現良好增長,尤其是大馬力產品銷售同比實現快速增長。
面對年初以來國內鋼材等原料價格波動,報吿期內公司對部分產品做了適度調價,國內業務整體毛利率相較於去年同期保持穩定。
國際業務方面:2021年上半年,美歐等發達國家疫苗接種率增長、貨幣財政政策持續寬鬆、經濟逐步復甦,報吿期內國外業務整體經營質量有所提升,整體淨利潤率穩步增長。
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