飛凱材料(300398.SZ):2021年淨利預增50%-75%
格隆匯1月9日丨飛凱材料(300398.SZ)公佈2021年度業績預吿,公司預計實現2021年歸屬於上市公司股東的淨利潤為3.45億元-4.02億元,與上年同期相比增長50%-75%。
報吿期內,國內疫情得到有效控制,公司下游企業逐步復工復產,使得公司主營產品市場需求提升,銷售量明顯增加。其中,屏幕顯示領域,在公司液晶及正性光刻膠銷售量快速增長的同時,新產品負性光刻膠在2021年下半年開始規模銷售,從而使得屏幕顯示材料營業收入增長迅速;其次,由於半導體材料下游需求的提升,公司半導體材料收入亦繼續保持較好的增長速度;另外,公司紫外固化光纖塗覆材料出貨量恢復增長,且紫外固化材料產品在汽車、功能性薄膜等新業務領域實現廣範圍應用,為公司報吿期營業收入帶來一定增長;再者,公司醫藥中間體部分產品因下游客户需求旺盛、銷量激增,報吿期內尤其是2021年下半年醫藥中間體營業收入增幅明顯。最後,報吿期內,公司為落實董事會年度經營計劃,積極加強內部管控、穩步推進公司各項項目、加速開拓市場,保證了公司報吿期營業收入和營業利潤的增加。
預計本報吿期公司的非經常性損益對淨利潤的影響金額約為3,852.06萬元,上年度同期非經常性損益對淨利潤的影響金額為4,817.66萬元。
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