TCL中環(002129.SZ)：前三季度扣非淨利潤預增96.98%-102.59%
格隆匯9月29日丨TCL中環(002129.SZ)披露2022年前三季度業績預吿，預計2022年前三季度實現歸屬於上市公司股東的淨利49.30億元-50.70億元，同比增長78.53%-83.60%；扣除非經常性損益後的淨利潤49.12億元-50.52億元，同比增長96.98%-102.59%。業績大幅增長的主要原因系：
1、新能源光伏業務板塊：(1)寧夏中環六期項目投產順利，先進產能加速提升，產品結構優化，G12戰略產品市場優勢顯著，在供應鏈波動下提升整體盈利能力；(2)持續推動技術創新與製造方式變革，G12技術平台與工業4.0生產線深度融合，提升了公司生產製造效率、工藝技術水平和滿足客户柔性化需求的能力，較大程度保障公司盈利能力。在晶體環節，降低單位產品硅料消耗率，單爐月產能力再創新高；在晶片環節，通過細線化、薄片化工藝改善，硅片A品率大幅提升，同硅片厚度下公斤出片數顯著領先行業水平；(3)通過長期構建的良好供應鏈合作關係，較好地保障公司產銷規模。同時，發揮公司週轉效率優勢，有效控制存貨規模，降低短週期波動下的經營風險。
2、半導體材料業務板塊：(1)通過加速產能建設及技術研發實現產品能力提升，進一步釋放產能，拋光片、外延片出貨量持續攀升，產銷規模同比提升明顯；(2)堅定Total Solution路線，加速完善產品結構，為客户提供全產品的解決方案，抵禦行業週期性波動；(3)供應鏈建設方面與供應商及客户聯動，營造良好的產業生態，打造多元化供應鏈體系，深度融入全球半導體價值鏈；(4)加速全球化營銷網絡搭建，提升國際化業務拓展能力，按照公司國際化戰略強化海外佈局，持續提升全球客户服務能力。
3、現代製造業轉型方面：隨着工業4.0生產方式持續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，人均勞動生產率繼續大幅度提升、產品質量和一致性持續提升、原材輔料消耗進一步改善，工廠運營效率與成本持續優化；同時，伴隨大尺寸、N型產品需求提升，工業4.0柔性製造優勢進一步凸顯。
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