中遠海發(601866.SH):2021年度淨利潤預增172%-219%
格隆匯1月28日丨中遠海發(601866.SH)公佈2021年年度業績預增公吿,公司預計2021年度歸屬於上市公司股東及其他權益持有者的淨利潤為58億元到68億元,與上年同期相比,將增加37億元到47億元,同比增加172%到219%;扣除非經常性損益事項後,公司預計2021年度歸屬於上市公司股東及其他權益持有者的淨利潤為40億元到50億元,與上年同期相比,將增加20億元到30億元,同比增加104%到155%。
本期業績預增的主要原因系:
(一)主營業務影響
報吿期內,受益於我國疫情控制情況良好,外貿形勢較好,市場對集裝箱的需求急速增加,集裝箱製造板塊量價齊升,集裝箱租賃市場水漲船高,公司船舶租賃業務穩中有升,各業務板塊齊頭並進。
(二)非經營性損益的影響
報吿期內,由於(1)公司發行股份購買資產交易完成,產生同一控制下合併產生的子公司期初至合併日的當期淨損益(2)由於公司全資子公司中遠海運租賃有限公司引入戰略投資者及轉讓股份交易完成,該兩項交易共計影響非經常性損益金額約為18億元。
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