A股異動 | 星源材質(300568.SZ)逆勢漲逾4% 1-2月歸母淨利潤同比增長160%左右
格隆匯3月14日丨星源材質(300568.SZ)逆勢漲逾4%,報36.53元,總市值281億元。星源材質公佈,2022年以來,公司隔膜業務持續增長。經公司初步核算,2022年1至2月,公司實現營業總收入4.25億元左右,同比增長60%左右;實現歸屬於上市公司股東的淨利潤0.95億元左右,同比增長160%左右。民生證券隨後發佈研報稱,公司產品結構優化,盈利能力持續走強。根據推算,公司22 年1-2 月淨利率為22.4%,相較21 年全年以及21Q4 歸母淨利率分別增加7.2 和8.5 個百分點,公司盈利能力的大幅提升主要受益於濕法隔膜、塗覆隔膜佔比的提升,民生證券預計22 年1-2 月份公司濕法隔膜佔比約70%,塗覆佔比超50%。

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