杉杉股份(600884.SH)半年度淨利潤預增599%-649%
格隆匯7月14日丨杉杉股份(600884.SH)披露半年度業績預增公吿,公司預計2021年半年度實現歸屬於上市公司股東的淨利潤為70,000萬元至75,000萬元,與上年同期(法定披露數據)相比,將增加59,992萬元至64,992萬元,增長599%至649%。
預計2021年半年度實現歸屬於上市公司股東的扣除非經常性損益的淨利潤為66,500萬元至71,500萬元,與上年同期(法定披露數據)相比,將增加69,221萬元至74,221萬元。
本期業績預增的主要原因:
(一)下游新能源汽車市場景氣度延續,公司正極材料和負極材料銷售穩步放量;同時公司持續充分發揮自身在一體化產線、智能製造、成本管控等方面的優勢,疊加部分原材料價格波動上行,正極材料和負極材料盈利能力提升。受益於六氟磷酸鋰價格上漲以及公司自備部分六氟磷酸鋰產能,公司電解液業務毛利率水平有較大提升,同比實現扭虧為盈。
(二)新增偏光片業務並錶帶來較大業績貢獻,預計其實現歸屬於上市公司股東的淨利潤49,000萬元至51,000萬元。2021年2月1日,公司已完成LCD偏光片業務的中國大陸交割,相關資產於2021年2月1日起納入公司合併範圍。詳見公司於2021年2月4日在上海證券交易所網站發佈的公吿。
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