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隆華科技(300263.SZ):2021年度淨利預增20%-40%
格隆匯 01-17 16:04

格隆匯1月17日丨隆華科技(300263.SZ)公佈2021年年度業績預吿,公司預計2021年歸屬於上市公司股東的淨利潤2.667億元–3.11億元,比上年同期增長20%–40%;扣除非經常性損益後的淨利潤2.275億元–2.654億元,比上年同期增長20%–40%。

業績變動原因:

2021年,公司存量和增量業務齊頭並進,三大業務板塊在各自領域均取得了新成績,公司高質量發展的基礎進一步鞏固。

1、電子新材料板塊,靶材業務國產化進程仍在加速,寬幅鉬靶材、ITO靶材銷售額大幅增長,市場份額明顯提升。非靶材業務加強了在半導體設備和光伏領域的營銷力度,並通過外部合作,積極向上遊關鍵原材料領域和下游成套裝備領域拓展延伸,核心競爭力進一步提升。

2、高分子複合材料板塊,PMI泡沫和艦船複合材料伴隨着重點裝備加速列裝,仍處在景氣週期內;軌道交通複合材料新產品推廣帶動銷售業績大幅增長;PVC泡沫突破了關鍵技術並完成了產能建設,為下一步市場拓展奠定了基礎。整體來講,高分子複合材料板塊的綜合競爭力得到了進一步提升。

3、節能環保板塊,換熱裝備業務面對原材料大幅上漲和行業週期變動的不利影響,充分發揮全系統精益管理優勢,行業領先地位繼續鞏固;水處理業務緊抓電力凝結水精處理週期回暖機遇,搶訂單成效顯著。同時加強了運營項目管理,運營質量進一步提升。

4、報吿期公司非經常性損益對淨利潤影響預計為3900–4500萬元左右,主要為本期權益法核算的長期股權投資所產生的非經常性收益、政府補助和理財收益。

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