山西焦化(600740.SH):前三季度淨利潤預增44.97%-47.68%
格隆匯10月18日丨山西焦化(600740.SH)公佈2022年前三季度業績預吿,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26.76億元-27.26億元,同比增長44.97%-47.68%;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26.37億元-26.87億元,同比增加43.59%-46.32%。
本期業績變動的主要原因:
(一)主營業務影響。2022年前三季度,受春節、冬奧會、能耗控制、環保限產、新冠疫情等因素影響,煉焦煤市場價格穩中上漲,焦炭市場價格先揚後抑,煤焦鋼市場呈現結構性偏緊的格局,但是產業鏈利潤差異較大,鋼廠、焦企利潤均處於近年來低位。公司不斷強化安全和環保管控,深入推進精益化管理,充分釋放裝置產能,持續優化營銷市場佈局,生產經營工作穩定運行。
(二)非經營性損益的影響。長期股權投資方面,公司確認的聯營企業中煤華晉集團有限公司(持股49%)的投資收益同比增加,對預吿期業績預增有較大影響。
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