南山鋁業(600219.SH)2021年度預盈30.8億-35.15億元 同比增長50.32%-71.55%
格隆匯1月12日丨南山鋁業(600219.SH)公佈,公司預計2021年度實現歸屬於上市公司股東的淨利潤為30.80億元至35.15億元,同比增長50.32%至71.55%;歸屬於上市公司股東的扣除非經常性損益的淨利潤與上年同期相比,將增加10.33億元至14.68億元,同比增加53.06%至75.40%。
業績預增的主要原因:(1)報吿期內,公司繼續調整產品結構,高端產品佔比持續提高,逐步鞏固公司高端製造、精深加工的戰略定位。且隨着國家“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,公司汽車板產品在2021年度產銷兩旺,較去年同期大幅上升,銷量突破11萬噸,總體盈利增長明顯,隨着汽車板產銷量大幅提升進一步夯實公司的國內汽車板龍頭企業地位。
(2)報吿期內,公司新建2.1萬噸高性能動力電池箔生產線於2021年10月份試產,進一步增加公司高端動力電池箔產品銷量,提高對客户的保供能力。
(3)報吿期內,鋁價較去年同期大幅上漲,公司自有電解鋁,受益於鋁價上漲,利潤增加。
(4)報吿期內,氧化鋁價格持續上漲,公司印尼一期100萬噸氧化鋁項目於2021年5月份試產,並於2021年9月份順利達產,為公司新增利潤來源。
(5)報吿期內,公司部分加工產品受市場供需影響,加工費有所上漲,盈利空間得到提升。
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