韶能股份(000601.SZ)：前三季度淨利預降58.20%-59.64%
格隆匯10月14日丨韶能股份(000601.SZ)公佈2021年前三季度業績預吿，公司歸屬於上市公司股東的淨利潤1.4億元-1.45億元，比上年同期下降58.20%-59.64%；基本每股收益0.1296元/股-0.1342元/股。
2021年7月1日-2021年9月30日，歸屬於上市公司股東的淨利潤900萬元-1000萬元，比上年同期下降89.18%-90.26%；基本每股收益0.0083元/股-0.0093元/股。
業績變動原因：
報吿期內，受生物質能發電可再生能源電價補貼未及時到位、新冠疫情導致的海運訂艙難度增加等因素的影響，公司經營業務受到較大影響，同比有較大幅度的下降。
(一)生物質能發電業務
報吿期內，公司生物質能發電可再生能源電價補貼仍未及時到位，截至2021年9月30日應收未收生物質能源電價補貼餘額12.37億元，受此影響導致財務費用同比大幅增加及計提信用減值損失同比增加，影響了公司報吿期內利潤；同時受疫情因素影響，原材料收集大幅減少，致使發電機組未能持續、高效滿負荷運行，未能實現預期效益。
(二)生態紙餐具業務
報吿期內，受國外疫情持續反覆的影響，海運訂艙難度同比大幅增加、運費同比大幅提升，影響了公司紙餐具在手訂單的正常出貨及出口業務，致使生態紙餐具業務未能充分發揮產能。國內市場方面，從2021年1月1日起，海南省全面實施禁塑，但禁塑政策執行力度反覆，公司在海南省的紙餐具銷售總量同比有增長但月度增量不平衡。
目前國外疫情仍持續反覆，隨着全球接種的推廣及普及，預計疫情將逐漸得到控制，公司生態紙餐具出口業務將逐步改善。2020年國內多個省市相繼出台禁塑政策，其中海南省於2021年1月1日率先全面實施禁塑。生態紙餐具作為可降解、環保、健康的生態植物纖維製品，將從禁塑政策中受益。但生態紙餐具業務在國內市場拓展仍有一個逐步提升的過程，隨着國內禁塑政策的大力執行及推廣、居民環保意識的提高和消費觀念的升級、國內市場接受及普及程度的逐漸提升，預計國內紙餐具的業務量將逐步提升。
(三)水電業務方面
報吿期內，公司水電站所在地區來水情況較不理想，影響了經營業績的有效發揮。
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