硅寶科技(300019.SZ):第三季度淨利預增5%-25%
格隆匯10月12日丨硅寶科技(300019.SZ)披露2021年前三季度業績預吿,預計2021年1-9月實現歸屬於上市公司股東的淨利潤1.48億元-1.75億元,同比增長10%-30%;預計2021年7-9月實現歸屬於上市公司股東的淨利潤6600萬元-7850萬元,同比增長5%-25%。
2021年前三季度,公司秉承“高質量、高服務”管理主題,業績保持較高增速,預計營業收入同比增長超70%;今年以來,主要原材料107膠價格持續大幅上漲並不斷突破歷史新高,公司雖採取優化產品結構、提高產品售價等措施,但當期淨利潤仍受一定影響。
建築用膠領域,公司憑藉良好的品牌知名度和影響力,市場份額持續提升,公司高端建築用膠等銷量均大幅增長,穩站行業細分龍頭地位。
工業用膠領域,受益於新能源行業高景氣發展,公司太陽能光伏用膠大客户數量及採購份額快速增加,業績增長明顯;公司硅烷偶聯劑產品作為生產EVA膜的關鍵助劑,業績實現較大增長。電子電器用膠和汽車用膠進口替代加速助力公司工業用膠業績穩步提升。
報吿期內,預計非經常性損益對利潤的影響金額約為1600萬元-1700萬元。
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