巨星科技(002444.SZ)：上半年扣非淨利潤預增0.00%-35.00%
格隆匯6月7日丨巨星科技(002444.SZ)披露2022年半年度業績預吿，預計2022年1-6月實現歸屬於上市公司股東的淨利潤6.55億元至8.01億元，同比變動-10.00%至10.00%；扣除非經常性損益後的淨利潤5.81億元至7.84億元，同比增長0.00%至35.00%。
2022年上半年，全球工具需求依然穩定上升，公司先後面對人民幣匯率大幅波動、中國部分地區新冠疫情反覆和國際物流成本繼續高企等三大不利因素的情況下，依然取得了較高的收入增長和利潤穩定，具體如下：
1、2021年半年度，公司取得子公司、聯營企業及合營企業的投資成本小於取得投資時應享有被投資單位可辨認淨資產公允價值產生的收益為8869萬元。報吿期內，預計該類型收益為0元。
2、2021年，美元兑人民幣平均匯率中間價為6.4515，其中上半年稍高，截止2022年5月31日，美元對人民幣平均匯率略低於去年同期水平；同時報吿期內，國際物流成本依然維持較高水平，並且由於長協價格提升和美國人工工資上升等原因，客觀上導致公司物流成本和港口成本相比去年同期大幅上升。2022年二季度，公司對成本進行了優化，同時和客户進行了產品價格的平衡性調整，使得公司毛利率水平進入回升通道。
3、報吿期內，全球工具需求依然穩定上升，北美市場除部分品類由於庫存和產品壽命等原因導致客户訂單有所減少外，大部分產品依然維持較高景氣度，部分產品類別如儲物櫃、木工工具等依然供不應求；而歐洲市場，雖然需求仍處於緩慢復甦階段，但是部分競爭對手由於俄烏衝突導致產能大幅下降，工具進口需求明顯上升。公司抓住這一機遇，繼續加大產品研發和投放的力度，上半年保持了收入的高速增長和市場份額的持續提升。隨着北美新的一輪房屋交付交易高峯的來臨，預計公司主營業務收入將繼續維持較高的增長。
4、報吿期內，北美電商業務整體增速下行，而公司依託產品線擴張和全球電商佈局，依然實現了跨境電商業務50%以上的增長。
5、報吿期內，公司在東南亞越南、泰國、柬埔寨三國的產能正常運行，而越南北部和柬埔寨西港國際運力明顯不足；同時4、5月份中國境內部分港口運轉受限，國際物流依然是公司產品交付的一大風險。
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