金春股份(300877.SZ)上半年淨利預降22.14%-27.90%
格隆匯7月14日丨金春股份(300877.SZ)披露2021年半年度業績預吿,預計2021年1-6月實現歸屬於上市公司股東的淨利潤1.00億元-1.08億元,同比下降27.90%-22.14%;預計2021年1-6月實現歸屬於上市公司股東扣除非經常性損益的淨利潤4000萬元-4500萬元,同比下降70.17%-66.44%。業績預降的主要原因系:
1、2020年度,廣泛應用於防疫物資生產的非織造布產品市場需求旺盛,吸引了大量資本湧入產業用紡織品行業,推動行業快速擴張,行業產能大幅增長,2020年水刺非織造布產量同比上年增長36.8%,2021年初至今仍保持增長態勢(以上來源為中國產業用紡織品行業協會發布的《2020年中國產業用紡織品行業發展報吿》和《2021年1-2月產業用紡織品行業運行簡析》)。由於行業產能增速過快,帶動行業生產用大宗原料滌綸、粘膠需求短期內增長較快,致使公司大宗原料滌綸、粘膠採購均價較上年同期上漲。
2、報吿期內,行業產能增速過快,遠超市場需求,導致行業產品嚴重供大於求,公司主要產品水刺無紡布、熱風無紡布價格較上年同期下降幅度較大。
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