中國宏橋(01378.HK):預計年度淨利潤同比大幅增加60%以上
格隆匯2月11日丨中國宏橋(01378.HK)公佈,集團截至2021年12月31日止年度的淨利潤與截至2020年12月31日止年度淨利潤相比,預計可能會大幅增加60%以上,主要原因如下:
(i)受益於鋁產品價格上漲等利好因素,集團2021年上半年淨利潤較2020年上半年實現大幅增加,從而使得截至2021年12月31日止年度的淨利潤較2020年12月31日止年度淨利潤實現大幅增加;
(ii)2021年下半年與2020年下半年相比,儘管鋁產品價格進一步上漲,但由於集團2020年下半年淨利潤基數較大,且集團主要原材料煤炭及陽極炭塊等採購價格亦大幅上漲,因此集團2021年下半年淨利潤同比雖有所增長,但增長幅度預期不及集團截至2021年6月30日止期間淨利潤的增長幅度;及
(iii)2021年全年整體來看,中國國內外鋁產品市場需求總體保持穩定,鋁產品銷售價格不斷上漲並維持在高位,從而使得集團2021年度收入和淨利潤均實現大幅增長。
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