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拓邦股份(002139.SZ)上半年淨利升104.96%至4.28億元
格隆匯 07-27 16:23

格隆匯7月27日丨拓邦股份(002139.SZ)披露2021年半年度報吿,報吿期內,公司實現營業收入36.44億元,同比增長82.44%;歸屬於上市公司淨利潤4.28億元,同比增長104.96%;扣非後歸屬於上市公司股東的淨利潤3.20億元,同比上升139.64%;基本每股收益0.38元。

需求端:智能化社會加速到來,行業發展進入快車道且將是一個較長期的過程,智能控制器應用場景不斷拓展,下游需求仍保持較高的景氣度。中國供應鏈在全球的競爭優勢得以顯現,海外產能持續向中國以及東南亞轉移。同時產業在向頭部集中,公司作為智能控制器龍頭企業,行業地位和市佔率逐年提升。2021年上半年,公司營業收入同比增長82.44%,扣除去年上半年疫情基數低的因素,近三年上半年的收入複合增速達到44.10%。

2021年上半年四大行業同比均實現了快速增長,優勢板塊依舊保持了強勁的增長態勢,家電板塊佔營業收入比重為45%,同比增速90%,創新智能設備佔比快速提升;工具板塊佔營業收入比重為37%,同比實現了翻倍的增長。行業龍頭地位優勢進一步得到體現。

供給端:2021年上半年,原材料短缺、價格持續上漲的因素同比環比都變得更為嚴峻。公司管理層提前佈局,積極應對,將保障供應安全提至經營首要位置。我們通過積極與客户預溝通需求計劃、提前備貨、國產替代等方式保障客户訂單的及時交付,降低了漲價、缺貨對報吿期經營利潤的影響。

報吿期受人民幣匯率升值、上游原材料大幅漲價的不利影響,公司平均毛利率24.11%,同比小幅上揚。公司的抗風險能力與管理能力快速提升。

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