永安藥業(002365.SZ):上半年淨利預降45%至55%
格隆匯7月14日丨永安藥業(002365.SZ)披露2021年半年度業績預吿,預計上半年歸屬於上市公司股東的淨利潤4225.93萬元-5165.03萬元,比上年同期下降45%至55%。基本每股盈利0.15元/股-0.18元/股。
預計報吿期內公司業績較上年同期下降,其主要原因是主營產品牛磺酸利潤下降所致。一是受新冠疫情影響,去年第二季度牛磺酸市場供給緊張,產品銷量和價格均大幅上漲,創下單季盈利 8896.62萬元的歷史最好水平。從去年第三季度開始,受牛磺酸市場供需穩定等原因影響,產品價格逐步回落。雖然牛磺酸價格從今年5月份開始上漲,但產品均價仍低於去年同期水平。二是部分原材料價格大幅上漲,加上出口海運費居高不下,擠壓了牛磺酸產品的利潤空間。
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