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杉杉股份(600884.SH):前三季度淨利潤預增865%-894%
格隆匯 10-13 15:58

格隆匯10月13日丨杉杉股份(600884.SH)公佈前三季度業績預吿,報吿期內,公司預計實現淨利潤為26.8億-27.6億元,同比增長865%-894%。

本期業績預增的主要原因為:

(一)本期公司鋰電材料業務合計實現歸屬於上市公司股東的淨利潤8億元至8.3億元,同比增長435%-455%。主要系:

受益於新能源汽車持續的高景氣度,下游需求旺盛,正、負極材料業務銷量同比大幅增長。在此基礎上,疊加包頭一體化產線達產,負極材料業務規模效應進一步顯現,降本增效明顯,毛利率同比增長並維持較高水平;正極材料業務持續強化供應鏈管理,原材料漲價傳導順暢,產品盈利能力提升;電解液業務受益於六氟磷酸鋰價格上漲及公司自備部分六氟磷酸鋰產能,業績同比大幅提升。

(二)2021年2月1日,公司完成偏光片業務的中國大陸交割並將其納入合併範圍,該新增業務帶來較高的業績貢獻,預計實現歸屬於上市公司股東的淨利潤8.5億元至8.8億元。

(三)本期非經常性損益對業績影響較大,合計14億元至14.5億元。主要系期內公司完成對杉杉能源19.6438%股權的轉讓交割,獲得投資收益;以及公司根據企業會計準則對持有剩餘股權以喪失杉杉能源控制權日的公允價值重新計量,計入喪失控制權當期的投資收益。

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