鄭煤機(601717.SH)業績快報:2021年度淨利潤升54.59%至19.16億元
格隆匯3月4日丨鄭煤機(601717.SH)發佈2021年度業績快報,實現營業總收入293.29億元,同比增長10.60%;歸屬於上市公司股東的淨利潤19.16億元,同比增長54.59%;歸屬於上市公司股東的扣除非經常性損益的淨利潤17.43億元,同比增長2.67%;基本每股收益1.101元。
業績增長的主要原因:(1)報吿期內,煤炭行業繼續保持良好發展勢頭,2021年國內生產原煤40.7億噸,比上年增長4.7%,煤炭價格高位運行。受國家煤礦智能化建設政策驅動,公司煤礦智能化業務保持高速增長,成套化煤機產品收入穩步增長,持續推進數字化轉型,提升運營效率;汽車行業持續復甦,全球主要汽車市場在2021年實現了銷量增長,中國2021年汽車產銷分別完成2608.2萬輛和2627.5萬輛,同比分別增長3.4%和3.8%,公司汽車零部件板塊克服疫情、芯片短缺、原材料價格波動等不利影響,積極降本提效,亞新科業績穩步增長,SEG業務重組順利實施,經營業績大幅減虧。
(2)報吿期內,公司處置了所持有的部分聯營企業股權,形成處置收益;公司所開展的理財投資業務較上年有所增加,對業績的貢獻提高;前述2項合計增加公司利潤約1.1億元。
(3)報吿期內,SEG重組計劃順利實施,計提的重組費用較上年大幅減少。
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