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中國玻璃(03300.HK)中期扭虧為盈至2.73億元
格隆匯 08-27 18:39

格隆匯8月27日丨中國玻璃(03300.HK)公吿,截至2021年6月30日止6個月,公司收入20.25億元人民幣,同比增加72.61%;公司擁有人應占淨利2.73億元,去年同期則虧損2.48億元,扭虧為盈;每股淨利16.48分。

2021年上半年,國內平板玻璃行業供給側結構性改革成果顯著,疊加國家"碳達峯、碳中和"倡議及環保政策趨嚴影響,產業結構進一步優化,供給端產能過剩矛盾有效緩解。受益於下游房地產竣工加速、新能源汽車高速發展、家裝家電消費升級,平板玻璃市場需求旺盛,整體呈現"高開工、低庫存、量價齊升、經營效益穩步提升"的特徵。藥用玻璃方面,受新冠肺炎疫苗廣泛接種及一致性評價政策驅動,國內中硼硅藥玻替代進程加速,市場潛力較大。

截至2021年6月30日止,集團擁有浮法生產線12條,實際運行浮法玻璃生產線12條。截至公吿日期止,集團已成功完成福建龍泰實業有限公司("福建龍泰")的收購,現擁有浮法玻璃生產線13條,日熔化量6,900噸。另外,集團還擁有一條離線低輻射("Low-E")鍍膜玻璃生產線、一條雙玻組件用超薄光伏封裝材料生產線以及一間中性藥玻生產線技術服務公司。

集團2021年上半年,累計生產各類玻璃產品約1,758萬重箱,較去年同期上漲2%;累計銷售各類玻璃產品1,706萬重箱,較去年同期上漲15%;綜合平均售價約為人民幣114.5元重箱,較去年同期上漲51%。

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