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三季度VLCC油輪市場復甦明顯、招商輪船(601872.SH)前三季度淨利潤預增134%-158%
格隆匯 10-09 16:00

格隆匯10月9日丨招商輪船(601872.SH)公佈,公司預計2022年前三季度實現歸屬於上市公司股東的淨利潤為36.93-40.82億元,按未作同一控制下合併調整口徑同比增長134%-158%。扣非淨利潤增加20.56-24.22億元,同比增長145%-171%。

2022年前三季度業績預計出現增加的主要原因為:

1、幹散貨及集裝箱航運市場雖然受新冠疫情、俄烏戰爭及全球流動性收緊、美元加息、大宗商品價格下跌、中國宏觀需求疲弱等因素衝擊,但仍然保持了較高景氣度。公司幹散貨船隊市場判斷準確,佈局合理、經營出色,在市場下行中充分顯現韌性,前三季度盈利貢獻預計首次突破20億元,業績大幅跑贏市場指數;亞洲區域內集裝箱市場高位震盪,公司核心航線三季度運價表現相對穩定,公司集裝箱船隊優秀的經營能力持續體現,盈利貢獻繼續大幅上升。

2、三季度VLCC油輪市場復甦明顯,八、九月份市場運價加速上行,公司油輪船隊經營表現出色,九月份開始顯著盈利,三季度預計將實現單季度盈利,並在市場相對高位落實了若干長航次,為全年業績大幅扭虧奠定堅實基礎。

3、LNG船業務已達產項目投資收益穩定,未受到外部環境變化影響。

4、受美元加息、公司新業務拓展、所得税費用計提增加等影響,預計報吿期公司利息支出、所得税費用等大幅增加。

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