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中利集團(002309.SZ)半年度預虧1.4億-1.9億元
格隆匯 07-14 19:30

格隆匯7月14日丨中利集團(002309.SZ)公佈,預計2021年半年度歸屬於上市公司股東的淨虧損1.4億元-1.9億元,上年同期虧損26030.3萬元。業績變動原因如下:

主要系公司經營的兩大業務板塊即特種線纜、光伏組件上游原材料價格今年上半年都出現了較顯著漲價不利因素所致。

具體而言,特種線纜業務板塊方面,主要原材料在一季度普遍漲價的基礎上,二季度電纜主材料電解銅從5萬左右/噸飆升到7萬多/噸;光伏業務板塊方面,主要原材料之一即光伏硅材料價格上半年累計最高漲幅超過100%,造成公司光伏組件毛利率顯著下降,並在一定程度上影響到公司在淄博、泗陽已投產的兩個新生產基地的產出。此外,在下游需求方面,光伏產業上半年原材料價格的飆漲,影響了整個產業鏈發展、包括央企投入電站項目的進度與需求釋放。

展望未來,自6月下旬起各類材料價格有所下降後,光伏組件等恢復了相應的製造利潤。公司正在釋放兩個生產基地的產能和加快在建項目進度,同時加快推進公司擬佈局的“整縣分佈式”綠電項目。

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