容百科技(688005.SH):2021年度淨利預增317.71%-331.79%
格隆匯1月3日丨容百科技(688005.SH)公佈2021年年度業績預吿,公司預計2021年年度實現歸屬於母公司所有者的淨利潤為8.9億元到9.2億元,與上年同期(法定披露數據)相比,將增加6.769億元到7.069億元,同比增長317.71%到331.79%。
公司預計2021年年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤為8億元到8.3億元,與上年同期(法定披露數據)相比,將增加6.399億元到6.699億元,同比增長399.58%到418.31%。
業績變化的主要原因:
1.報吿期內,高鎳技術路線在新能源汽車終端滲透率進一步提升。受下游客户需求高增帶動,公司新建產能加速釋放,年度銷量同比實現翻番,在國內三元正極材料市場的佔有率持續保持領先優勢。
2.公司產品盈利能力持續提升,產品結構逐步優化。高鎳多晶產品出貨量保持市場領先,單晶高能量密度產品、9系以上超高鎳產品的出貨量佔比均有提升。
3.公司前驅體板塊在客户開發、產品研發、工程建設等方面進展顯著。前驅體自供比例同比提升,達到30%左右,盈利能力同比實現較大幅度增長。
4.公司綜合成本競爭力進一步提升。產銷量雙升帶動規模效應,促進了製造環節的降本增效;同時,公司加強原材料戰略採購佈局,實現供應鏈降本。
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