索通發展(603612.SH):前三季度淨利預增94.21%-104.77%
格隆匯10月23日丨索通發展(603612.SH)公佈2022年前三季度業績預增公吿,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9.2億元到9.7億元,同比增加94.21%到104.77%。預計歸屬於上市公司股東的扣除非經常性損益的淨利潤為9.2億元到9.7億元,同比增加95.38%到106.00%。
業績預增的主要原因:(一)雲南索通雲鋁炭材料有限公司一期600kt/a預焙陽極工程產能釋放,本期預焙陽極產銷量較上年同期有較大增長;(二)下游需求增加,本期預焙陽極行業價格較上年同期增幅較高;其中上半年國內、國際預焙陽極價格均處於上行階段,三季度國際預焙陽極價格仍保持上行趨勢;(三)產能規模優勢凸顯,集中化、全球化採購以及內部精益化管理水平的持續提升,使得降本增效成果顯著,單位成本更具競爭力,盈利能力逐步提高。
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