聯瑞新材(688300.SH)半年度淨利潤預增84.71%到89.39%
格隆匯8月15日丨聯瑞新材(688300.SH)公佈，預計2021年半年度實現歸屬於母公司所有者的淨利潤7900萬元至8100萬元，與上年同期(法定披露數據)相比，將增加3623萬元至3823萬元，同比增加84.71%到89.39%。
歸屬於母公司所有者的扣除非經常性損益的淨利潤7200萬元至7400萬元，與上年同期(法定披露數據)相比，將增加3381萬元至3581萬元，同比增加88.53%到93.77%。
2021年上半年，公司持續以需求為導向不斷縱向優化產品結構，緊跟國內外領先客户產品改進和新品研發需求的步伐，快速響應，精準應對。本期業績變化的主要原因為：
1、半導體封裝和集成電路基板需求增長：2021年上半年，半導體封裝和集成電路基板持續向好，公司下游應用領域EMC、CCL行業需求增長較好，公司產品銷量增長。
2、適用於高端封裝和Low DF(低介質損耗)球形硅微粉持續導入市場，客户訂單增長快速：高端封裝球形產品應用於BGA、QFN、WLP、MUF、Underfill；Low DF(低介質損耗)球形硅微粉廣泛應用於各等級高頻高速基板，部分Ultra Low DF(超低介質損耗)球形硅微粉突破了M6級別以上的要求並應用於該類型高速基板。
3、熱界面材料行業應用的球形氧化鋁粉銷量增加：隨着公司在熱界面材料行業研究工作的持續開展，和諸多國內外知名客户建立緊密的供應關係，相應的訂單持續增加。
4、新興領域的需求增加：國六標準蜂窩陶瓷載體、3D打印粉、齒科材料、特種油墨、陶瓷燒結助劑的球形產品需求增加。
5、產能進一步釋放：募投項目“硅微粉生產線智能化升級及產能擴建項目”、“硅微粉生產基地建設項目”、“高流動性高填充熔融硅微粉產能擴建項目”產能進一步釋放，產量進一步增長。
公司本期納入合併財務報表範圍的有聯瑞新材(連雲港)有限公司，聯瑞新材(連雲港)有限公司為公司投資新設全資子公司，其自成立之日2020年7月22日起納入合併範圍。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
