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博彙紙業(600966.SH):2021年度淨利預增93%-115%
格隆匯 01-26 17:28

格隆匯1月26日丨博彙紙業(600966.SH)公佈2021年年度業績預增公吿,公司預計2021年度實現歸屬於上市公司股東的淨利潤為16.10億元至17.95億元,與上年同期相比,將增加7.76億元到9.61億元,同比增加93%到115%。

預計2021年度實現歸屬於上市公司股東的扣除非經常性損益的淨利潤為16.269億元至18.119億元,與上年同期相比,將增加8.05億元到9.9億元,同比增加98%到120%。

業績預增的主要原因:

報吿期內,在“禁塑令”、“禁廢令”等政策利好和消費升級綜合影響下,公司加大技術研發,積極開發新產品,把握不同細分市場客户需求,緊抓綠色發展商機,公司 2021年度經營業績較2020年度大幅上升。

報吿期內,公司積極響應“雙減”、“雙控”等產業政策變革,推動綠色低碳高質量發展。但在新冠疫情反覆的背景下,下半年行業面臨短期需求收縮、供給增加和預期轉弱的三重壓力,公司外部競爭環境更趨嚴峻且充滿不確定性。公司產品售價在三季度下跌後趨於平穩,而成本端受大宗商品順週期上漲影響,單位原材料成本增加。單位成本上升與產品售價下行在四季度產生“剪刀差”效應,導致下半年盈利水平較上半年回落明顯。

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