鹽津鋪子(002847.SZ)業績快報：2021年度淨利潤降37.89%至1.5億元
格隆匯2月27日丨鹽津鋪子(002847.SZ)發佈2021年度業績快報，實現營業收入22.82億元，同比增長16.47%；歸屬於上市公司股東的淨利潤1.5億元，同比下降37.89%；扣除非經常性損益後的歸屬於上市公司股東的淨利潤9072.2萬元，同比下降52.09%；基本每股收益1.21元。主要原因如下：
1、公司成立16年來一直聚焦主業，專注休閒食品行業，長期堅持自主製造。2017年2月8日上市後着重夯實基礎，2018-2020年逐步從區域走向全國，並確定“多品牌、多品項，全渠道、全產業鏈、(未來)全球化”的中長期戰略規劃。2021年公司積極面對後疫情時代零售渠道去中間化再去中心化之後的行業新變局，鋭意進取主動變革進行業務轉型，在產品矩陣基礎上進一步聚焦核心品類，優化散裝稱量產品和拓展定量裝產品分別精準投放不同渠道進行差異化競爭，產品全規格全渠道覆蓋拓展重點區域做大規模，狠抓供應鏈做大單品取得成本優勢。
2、2021年是公司轉型升級年。第二季度因轉型費用投入和原材料漲價等多種因素迭加而影響短期業績，但公司應對及時應變合理，在7月8月經重新評估並優化調整後，第三季度和第四季度控制和保持了較為合理的費用投入，銷售產品、銷售渠道和銷售區域同步進行結構性優化，進一步凸顯休閒食品自主製造企業完整供應鏈長期價值和核心競爭力。
3、2021年公司供應鏈整體優化效果逐漸顯現。2021年大豆油、棕櫚油等部分原材料價格上漲幅度較大導致部分產品生產成本上升，隨着公司產品品類逐漸向深海零食、辣滷零食、休閒烘焙(麪包、蛋糕等)、薯片、果乾等核心大單品組合聚焦，2021年公司陸續推出鱈魚豆腐、鱈蟹柳、鱈魚腸、魔芋、素毛肚等系列新品，新品上市初期市場費用和研發費用投入較大，經歷孵化推廣期後，規模效應已逐漸開始體現。
4、2021年公司所得税前共列支股份支付費用5898.72萬元(其中：A、所得税前列支2019年限制性股票激勵計劃股份支付費用2502.34萬元；B、所得税前列支2021年限制性股票激勵計劃股份支付費用3396.38萬元)。
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