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亞瑪頓(002623.SZ)一季度淨利潤預降71.79%-76.13%
格隆匯 04-14 18:33

格隆匯4月14日丨亞瑪頓(002623.SZ)公佈,預計2022年第一季度歸屬於上市公司股東的淨利潤1100萬元-1300萬元,同比下降71.79%-76.13%;扣除非經常性損益後的淨利潤500萬元-700萬元,同比下降82.95%-87.82%。

業績變動原因:1、2021年第一季度,光伏玻璃延續了2020年第四季度市場供不應求的行情,價格維持高位,所以公司當季歸屬於上市公司股東的淨利潤達到4607.63萬元。但二季度後,受硅料價格和大宗商品價格上漲影響,組件企業的生產成本和終端電站的投資成本增加,導致組件開工率降低,市場驅動力有所減弱。同時,光伏玻璃新增產能的逐步釋放也使得供應量增加,導致光伏玻璃價格大幅下降。報吿期,雖然光伏玻璃出貨量環比上漲,但價格基本仍維持在2021年四季度的低位,因此對公司經營業績產生較大的影響。

2、報吿期內,受國內疫情影響,部分地區實行封控管理,為儘可能的減少疫情對生產經營所帶來的的影響,公司董事會和管理層積極採取各項有效應對措施,保障了生產的穩定性和連續性。為了滿足客户的交付需求,公司物流成本上漲較多,因此對公司經營業績產生一定的影響。

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