天順風能(002531.SZ)上半年淨利預降60%-70% 風電下游需求下半年有望明顯恢復
格隆匯7月12日丨天順風能(002531.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為2.40億元-3.19億元,同比下降60%-70%;扣除非經常性損益後的淨利潤為2.52億元-3.08億元,同比下降45%-55%。業績預降的主要原因系:
1、2022年以來,受全球疫情影響以及風電行業在2020和2021年搶裝之後,市場需求階段性不足,受上述原因影響,公司下游客户需求遲延,導致營業收入下滑;預計隨着大量已招標項目進入開工期,風電行業下游需求下半年將明顯恢復;
2、2021年公司全資子公司蘇州天利投資有限公司減持科創新源(300731.SZ)的部分股票,處置長期股權投資及剩餘股權轉換為公允價值計量合計產生投資收益為3.08億,導致2021年同期利潤規模相對較高;
3、2022年同期公司持有的深圳科創新源新材料股份有限公司剩餘股份公允價值變動產生損失約0.3億元。
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