拓邦股份(002139.SZ)業績快報：2021年度淨利潤升5.5%至5.63億元
格隆匯2月25日丨拓邦股份(002139.SZ)發佈2021年度業績快報，實現營業總收入78.22億元，同比增長40.68%；歸屬於上市公司股東淨利潤5.63億元，同比增長5.5%，扣除非經常性損益後的歸屬於上市公司股東的淨利潤4.30億元，同比上升12.22%；基本每股收益0.47元。
智能化社會加速到來，行業發展進入快車道且將是一個較長期的過程，智能控制器應用場景不斷拓展，下游需求仍將保持較高的景氣度。疫情及供應市場的動盪等外部因素，短期內可能會影響行業需求的節奏，但不會影響智能化、低碳化及多區域化所帶來的行業持續增長態勢。
2021年，國內外疫情仍在反覆，面對疫情影響疊加通脹下的原材料漲價、缺貨等複雜多變的經營環境，公司管理層積極應對，根據年初制定的“保供”策略，緊抓智能化升級、需求集中度提升之機遇，堅定不移地推行五大核心戰略，迅速搶佔市場份額，實現了頭部客户數量和體量的雙增長。
2021年四大行業同比均實現了良好的增長。家電板塊中創新智能設備、泛家電、服務機器人的佔比快速提升，打開了家電板塊的成長空間；工具板塊，多個頭部客户份額增加，市佔率快速提升，依舊保持了強勁的增長勢頭；鋰電業務板塊作為公司的第三成長曲線，聚焦儲能、綠色出行領域，以定製化解決方案快速打開市場。以鋰電池、逆變器為代表的核心產品，在家庭儲能、房車電器電源、便攜式儲能等領域，依託多年的技術積累和穩定的品質保障，獲得了高速的成長，未來有望延續高增長的態勢。
2021年，整個供應市場極其動盪，原材料短缺涉及範圍廣、價格持續大幅上漲，加劇了原本複雜的供應及製造形態。由於公司上游的原材料品類極多，供應的不確定性給公司的採購、生產、交付都帶來了巨大的挑戰。雖然我們提前預判到了形勢的嚴峻，公司管理層也在年初制定了“保供”的重要戰略舉措，通過與客户預溝通需求計劃、提前備貨、國產替代等方式保障客户訂單的及時交付，降低了漲價、缺貨對報吿期經營利潤的影響，但是由於部分上游原材料的漲幅過大，供應短缺嚴重，公司的材料降本及製造提效工作沒有達成預期目標，利潤增長不及預期。
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