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協鑫集成(002506.SZ)半年度預虧1.8億-2.7億元
格隆匯 07-14 20:36

格隆匯7月14日丨協鑫集成(002506.SZ)公佈,預計2021年半年度歸屬於上市公司股東的淨虧損1.8億元-2.7億元,上年同期虧損20424.17萬元。

報吿期內,公司業績變動情況原因如下:12021上半年上游硅料供應不足且價格大幅度上漲導致公司主要原材料硅片、電池片價格飛速上漲,原材料成本漲幅超過組件調價空間,公司被動採取待料停產應對硅片供應短缺,產能開工率不足。受新冠疫情影響,海外訂單運費價格連續上漲,物流成本進一步侵蝕利潤影響出貨。

2、組件價格受上游材料上漲影響,逐月不規律上漲,導致較多國內EPC目暫停,裝機需求推遲。公司基於EPC成本控制考量,主動配合業主放緩了EPC施工進展,影響EPC業務收入確認。

3報吿期內,公司轉讓的部分電站資產完成交割過户,產生處置損失共計10247.39萬元,屬於非經常性損益。

上述原因綜合導致公司2021年上半年出現階段性虧損。

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