彩客化學(01986.HK)公佈中期業績 電池材料佔整體收益提升至3.1% 將逐步提升磷酸鐵產量
格隆匯8月20日丨彩客化學(01986.HK)宣佈，截至2021年6月30日止6個月，公司收益約為人民幣7.53億元，較2020年同期增加約2.4%，期間純利達8310萬元，擬派付中期股息每股普通股人民幣0.039元。
作為全球最大DMSS生產及銷售商，集團同時亦為其他主要顏料中間體如DMAS和DIPS的全球主要生產商。顏料中間體主要應用於印刷油墨、食品添加劑、汽車油漆和塗料等高性能顏料中。於回顧期內，因市場需求恢復，銷量增加，顏料中間體板塊的銷售收益較2020年同期增加約23.9%，至約人民幣1.56億元。板塊收益佔集團整體收益約20.7%。
於回顧期內，集團於回顧期末已完成磷酸鐵產線升級改造並逐步量產，隨着磷酸鐵產線產量不斷提升，磷酸鐵產品銷量較2020年同期大幅提升，電池材料板塊實現收入約人民幣2340萬元。由於產量增加，單位成本逐步下降，導致回顧期內產品平均毛利率較2020年同期相比上升。電池材料佔整體收益約3.1%（2020年上半年：0.7%）。
2021年公司依然高度重視研發投入，對新產品、新工藝持續研發，以實現集團產品拓展、工藝改進、成本降低的目標，使集團持續在市場競爭中處於有利位置。在磷酸鐵產品方面，公司已經完成新工藝的研發和設備改造，將產能由15,000噸╱年提高至20,000噸╱年並已經開始逐步提升產量。同時，集團通過實施新生產工藝，縮短生產時間，提高生產效率，使得單位生產成本進一步降低，從而提高磷酸鐵產品的市場競爭力。
展望未來，COVID-19疫情的影響還沒有消除。公司會繼續保持積極穩健的總體策略，積極應對市場變化，並保持穩健的財務策略。在傳統業務板塊上，公司將繼續努力保持並擴大行業領先的技術優勢、成本優勢及市場競爭優勢。在電池材料板塊上，公司注意到磷酸鐵產品的市場應用從汽車動力電池領域到儲能領域迅速擴展，但同時電池材料上游產品的銷售價格尚未匹配下游旺盛的需求情況，市場總體目前依然處於高度競爭及低盈利狀況。公司將努力加強我們在電池材料領域的競爭優勢，為板塊的長遠發展打下堅實的基礎。
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