亞瑪頓(002623.SZ)2021年度淨利潤預降49.18%-57.89%
格隆匯2月4日丨亞瑪頓(002623.SZ)公佈,預計2021年度歸屬於上市公司股東的淨利潤5800萬元-7000萬元,同比下降49.18%-57.89%;扣除非經常性損益後的淨利潤1800萬元-2500萬元,同比下降65.26%-74.98%。業績變動原因如下:
1、報吿期內,國內大宗物料價格上漲明顯,光伏產業硅料價格節節攀升,組件企業的生產成本和終端電站的投資成本增加,市場驅動力有所減弱,使得國內光伏新增裝機不及預期。同時,由於 2020 年下半年光伏玻璃緊缺,價格大幅上漲,光伏玻璃生產企業紛紛加速產能的擴張,導致報吿期行業內光伏玻璃產能同比大幅增長。受上述因素的影響,報吿期二季度開始光伏玻璃價格大幅下降並在低位波動,因此公司經營業績也受到較大的影響。
2、報吿期內,公司在鳳陽新建的光伏玻璃深加工產線處於產能爬坡期,光伏玻璃的產量以及成品率均未達到預期,因此對該產品的盈利能力造成一定的影響。截至公吿期,鳳陽深加工產線的產量以及成品率已經在穩步提升,對公司未來經營業績產生積極影響。
3、隨着上年末太陽能電站資產的逐步出售,本期毛利率較高的電力業務利潤額也大幅下降。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.