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容百科技(688005.SH):前三季度淨利預增60.37%-73.12%、正極產品整體銷量快速增長
格隆匯 10-13 20:55

格隆匯10月13日丨容百科技(688005.SH)公佈,公司預計2022年前三季度實現歸屬於母公司所有者的淨利潤為8.8億元到9.5億元,與上年同期(法定披露數據)相比,將增加33,125.63萬元到40,125.63萬元,同比增長60.37%到73.12%;

公司預計2022年前三季度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤為8.7億元到9.4億元,與上年同期(法定披露數據)相比,將增加40,100.50萬元到47,100.50萬元,同比增長85.50%到100.43%。

新能源汽車市場保持高增長態勢,動力電池市場持續增長,下游需求旺盛,公司訂單飽和。同時,公司湖北鄂州高鎳生產基地實現滿銷滿產,其他基地在擴產建設和產能爬坡方面開展順利,正極產品整體銷量快速增長,預計今年前三季度出貨量同比增長70%以上,預計今年第三季度出貨量環比增長30%以上。

今年以來,公司正極產品出貨量呈季度環比持續增長的態勢。今年9月,公司出貨量突破萬噸,創歷史新高,成為全球首家高鎳三元正極材料單月銷量超萬噸的企業。根據目前市場分析判斷及公司產銷量趨勢,預計公司四季度的銷量仍將保持高速的增長態勢,同時進一步提升綜合盈利水平,公司將在高鎳正極材料市場保持全球領先地位。

基於新一體化戰略,公司在今年全面推動戰略升級,致力於成為全市場覆蓋的綜合正極材料供應商,堅定做好高鎳材料的同時,積極佈局磷酸錳鐵鋰和鈉電材料,持續拓寬產品系列和客户羣體。

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