中環股份(002129.SZ)一季度淨利潤預增132.71%-151.18%
格隆匯4月14日丨中環股份(002129.SZ)公佈，預計2022年第一季度實現營業收入128億元-138億元，同比增長71.52%-84.92%；歸屬於上市公司股東的淨利潤12.6億元-13.6億元，同比增長132.71%-151.18%。
公司業績大幅增長的主要原因：1、公司半導體光伏業務板塊：(1)銀川六期產能逐步釋放，210產品先進產能加速提升，產品結構優化升級，出貨佔比不斷提升，綜合成本不斷降低，先進產能產銷最大化，保障戰略產品市場規模優勢，提高整體盈利能力；(2)通過持續技術提升和工藝進步，有效降低了生產成本，較大程度保障公司盈利能力。在晶體環節，單台月產持續提高，單位產品硅料消耗率大幅度領先行業水平；在晶片環節，通過細線化、薄片化工藝改善，硅片出片率及A品率大幅提升，單位公斤出片數行業顯著領先；(3)利用210產品差異化及成本優勢，緩解下游客户成本壓力，提升自身和客户競爭力；(4)公司通過長期構建的良好供應鏈合作關係，提升了運營穩定性，較好地保障了公司產銷規模提升。
2、公司半導體材料業務產能規模持續提升，8-12英寸拋光片、外延片出貨量加速攀升，提升產品供應能力，產銷規模同比提升明顯；特色工藝+先進製程雙路徑發展，推動技術研發與客户認證，產品維度加速升級，加快新產品佈局；同時半導體市場快速增量，客户結構持續優化，與戰略客户協同成長，與多家國際芯片廠商簽訂長期戰略合作協議，推進與戰略客户的合作優勢，實現出貨快速增量。
3、隨着工業4.0及柔性製造智能工廠生產方式在公司各產業板塊的作業流程和作業場景的應用，報吿期內，人均勞動生產率大幅提升、產品質量和一致性持續提升、原材輔料消耗得到有效改善，工廠運營成本持續下降；同時與上下游客户協同建立柔性化合作模式，降低交易成本，提升自身和客户競爭力；有力的推動了公司產品的產銷規模和產品質量的提升。
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