雙良節能(600481.SH)業績快報:2021年度淨利潤升127.24%至3.12億元
格隆匯2月21日丨雙良節能(600481.SH)發佈2021年度業績快報,實現營業總收入38.30億元,同比增長84.87%;歸屬於上市公司股東的淨利潤3.12億元,同比增長127.24%;歸屬於上市公司股東的扣除非經常性損益的淨利潤2.30億元,同比增長127.47%;基本每股收益0.1913元。
2021年是我國“碳達峯·碳中和”政策元年,公司業務以節能減排及光伏新能源雙主線把握“雙碳”政策歷史性機遇。公司的節能節水業務、光伏裝備(主要為多晶硅還原爐)在“雙碳”政策的推動下,訂單均快速增長,大尺寸單晶硅片產品也陸續出片並實現了一部分的銷售收入。
上述財務指標增長幅度達30%以上的原因主要為:(1)在“雙碳”政策推動下,公司節能節水產品因受下游客户節能減排需求的驅動而訂單增加;受光伏產業鏈供需不平衡影響,多晶硅料產品供不應求,市場價格持續上漲推動硅料廠商大幅擴產,進而帶動公司多晶硅還原爐及其撬塊、換熱器等一系列新能源裝備訂單大幅增長並逐步交付;(2)本年度公司獲得非經常性損益8237.78萬元(以2021年度報吿披露數據為準),對公司經營業績產生了積極影響;(3)上年同期因新冠肺炎疫情的原因,公司生產經營和盈利能力均受到一定影響,2020年度業績基數偏低。
報吿期末,公司的總資產為89.78億元,較上年末增加118.29%,主要原因為2021年度公司對包頭大尺寸單晶硅片項目的投資建設。
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