晶澳科技(002459.SZ)封漲停板 Q2業績明顯改善
格隆匯8月25日丨晶澳科技(002459.SZ)下午封漲停板,報68.2元,逼近8月10日創出的歷史最高價(69.55元),市值1090億元。公司23日晚公佈的業績顯示,2021H1營收161.92億元,同比+48.77%;歸母淨利潤7.13億元,同比+1.78%;扣非淨利潤5.40億元,同比-27.95%。其中,Q2營收92.36億元,同比+46.76%,環比+32.78%;歸母淨利潤5.57億元,同比+34.05%,環比+254.86%;扣非淨利潤4.81 億元,同比+18.13%,環比+711.00%。公司在昨日舉行的業績説明會上表示,三季度訂單飽滿,預計四季度需求和訂單比較旺盛。明年市場比較樂觀,判斷明年全球的市場在195-210GW左右。對未來硅料、玻璃和膠膜價格,公司表示,目前來看,硅料價格還會維持在高位;玻璃和膠膜受四季度需求旺盛影響,有抬升跡象,但還會保持一個理性狀態。

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