華峯鋁業(601702.SH):2021年年度淨利潤預增72.69%-104.82%
格隆匯1月7日丨華峯鋁業(601702.SH)公佈2021年年度業績預增公吿,公司預計2021年度實現歸屬於上市公司股東的淨利潤為4.30億元至5.10億元,與上年同期相比,將增加1.81億元到2.61億元,同比增加72.69%到104.82%;預計2021年度實現歸屬於上市公司股東的扣除非經常性損益的淨利潤為4.15億元至4.95億元,與上年同期相比,將增加1.86億元到2.66億元,同比增加81.22%到116.16%。
本期業績預增的主要原因系:
(一)2021年,隨着中國經濟的持續復甦,中國汽車市場在多重挑戰下逐漸回暖。特別是隨着國家“碳達峯、碳中和”戰略的深入推進,新能源汽車呈現快速、蓬勃發展勢頭。得益於下游行業所帶來的的旺盛市場需求,公司在2021年度產銷兩旺,產量、銷量較上年同期均有大幅提升,總體盈利增長明顯。
(二)公司大力實施“信息化、自動化、智能化”建設,專注於實施精益化生產,通過多項創新改進項目,如生產車間的全條碼管理項目、物料流轉拍照一鍵打印項目、MES在線確認釺焊層項目、車間自動送料送樣項目等,促進生產現場自動化程度提高、設備提速、降低人工、減少浪費,提升管理效率和效益。
(三)2020年度因新冠疫情對整個行業形成的衝擊影響,當年公司業務量增幅相對有限,導致業績比對基數相對較低,因此,2021年度業績呈現出較大的增長空間。
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