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聯瑞新材(688300.SH):2021年度淨利預增55.07%-64.09%
格隆匯 01-24 17:20

格隆匯1月24日丨聯瑞新材(688300.SH)公佈2021年年度業績預增公吿,經財務部門初步測算,預計2021年年度實現歸屬於母公司所有者的淨利潤1.72億元至1.82億元,與上年同期(法定披露數據)相比,將增加6108.38萬元到7108.38萬元,同比增加55.07%到64.09%。

歸屬於母公司所有者的扣除非經常性損益的淨利潤1.56億元至1.66億元,與上年同期(法定披露數據)相比,將增加6383.91萬元到7383.91萬元,同比增加69.27%到80.12%。

業績增幅的主要原因:

1、高端芯片封裝需求的球形硅微粉和球形氧化鋁產品銷量提升。SOP\QFN\BGA\MUF等封裝需求、記憶存儲芯片封裝需求的球形硅微粉以及高導熱環氧塑封料需求的球形氧化鋁銷量提升。

2、應用於高頻高速覆銅板需求的降低Df值的系列球形硅微粉銷售數量提升。

3、海外客户及其在國內的子公司採購數量提升。

4、熱界面材料市場銷量提升:公司在填料領域具有多年經驗的積累,持續服務熱界面材料行業客户,已和諸多國內外知名客户建立緊密的供應關係,相應的球形氧化鋁訂單持續增加。尤其是新能源汽車電池用導熱粘結膠領域,球形氧化鋁訂單增加趨勢明顯。

5、產能進一步釋放:募投項目產能進一步釋放;全資子公司電子級新型功能性材料項目2021年四季度試運行,產能產量持續增長。

此外,公司本期納入合併財務報表範圍的有聯瑞新材(連雲港)有限公司,聯瑞新材(連雲港)有限公司為公司投資新設全資子公司,其自成立之日2020年7月22日起納入合併範圍。

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