鼎勝新材(603876.SH):2021年度預盈4.1億元-4.5億元 同比扭虧
格隆匯1月26日丨鼎勝新材(603876.SH)公佈2021年年度業績預盈公吿,公司預計2021年年度歸屬上市公司股東的淨利潤為4.1億元-4.5億元,同比扭虧為盈;公司預計2021年度歸屬於上市公司股東扣除非經常性損益後的淨利潤為3.7億元-4.1億元。
影響本期業績的主要原因系:
(一)2021年,全球新能源汽車市場火熱,動力電池需求增長帶動了動力電池鋁箔需求量攀升。動力電池鋁箔屬於高端鋁箔,產品附加值相對更高,促進了公司整體利潤的增長;
(二)報吿期內,傳統類包裝鋁箔下游市場需求旺盛,公司快速調整產品結構及上調產品加工費,提升公司盈利水平;
(三)受疫情、能源雙控等因素的影響,近年來公司全資子公司內蒙古聯晟新能源材料有限公司(以下簡稱“聯晟新材”)的產品升級進度略有延遲。雖然聯晟新材整體盈利能力已大幅提升,但其利潤實現情況離預期目標仍有一定的差距。公司基於聯晟新材現有的產品結構情況和生產經營條件判斷,秉持謹慎性原則,經初步測算公司擬對聯晟新材商譽計提減值準備約2000.00萬元左右(最終計提的減值金額將由評估機構及審計機構進行評估和審計後確定)。該項減值準備將影響公司2021年度合併歸屬於上市公司股東的淨利潤2000.00萬元。
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