雄韜股份(002733.SZ)2022年度預盈1.5億-2.25億元、同比扭虧為盈
格隆匯12月19日丨雄韜股份(002733.SZ)公佈,預計2022年度歸屬於上市公司股東的淨利潤1.5億元-2.25億元,上年同期虧損42165.26萬元;扣除非經常性損益後的淨利潤1億元-1.5億元,上年同期為虧損52524.43萬元。
業績變動原因如下:1、多年來公司在戰略上鋰電替代鉛酸的努力開始顯現成果,鋰電池銷售額幾乎以每年翻一番的速度高速增長,公司同時積極佈局儲能市場,從而為公司帶來新的利潤增長點和增長空間。公司長期以來高度重視新技術的投入和研發,對於鈉電池項目,公司已經有強大的團隊在專項研究並取得重大進展,未來鈉電有望成為公司新的業績增長點;
2、公司在鉛酸蓄電池市場領域深耕國內外市場多年,擁有良好的口碑及客户羣體,每年都有一定比例的穩健增長,為公司帶來可觀的利潤。特別是報吿期內,越南鉛酸工廠一切恢復正常,越南工廠訂單量飽滿,海外市場銷售額大幅度增長,為公司貢獻了較多的利潤;
3、氫燃料電池業務是公司重要的戰略業務,2021年國家出台了氫能示範城市羣的相關政策,隨着各地具體實施的細則出台,擴大了氫燃料市場的需求量,對氫燃料電池是巨大的利好和良好的開端。氫燃料電池研發持續投入,依然是影響公司利潤的重要因素。但氫燃料電池是公司不變的戰略,短期內依然需要鋰電和鉛酸的盈利來維持氫燃料電池的持續研發和投入;
4、公司一直努力持續推進開源節流、減少費用支出、降低公司產品成本,為客户提供更多的增值服務,從而獲得較大的利潤增長空間;
5、報吿期內,公司獲得較多的匯兑收益;
6、公司及子公司獲得政府補助資金;
7、參股公司股權公允價值上升以及出售部分參股公司股權獲得投資收益。
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