東方電熱(300217.SZ)2022年度扣非淨利潤預增133.90%-182.28%
格隆匯1月3日丨東方電熱(300217.SZ)公佈,預計2022年度歸屬於上市公司股東的淨利潤2.75億元-3.25億元,同比增長58.27%-87.05%;扣除非經常性損益後的淨利潤2.42億元-2.92億元,同比增長133.90%-182.28%。
業績變動原因如下:1、報吿期內,公司業績同比實現大幅增長的主要原因是新能源裝備製造業務在手訂單飽滿且陸續進入交貨確認週期,該業務板塊的營業收入大幅增長且毛利率相對較高,從而帶動了公司全年的業績大幅增長。同時,公司新能源汽車元器件業務同比也實現大幅增長。
報吿期內,多晶硅行業受益於國家產業政策和市場需求雙重驅動,多晶硅價格較長時間處於歷史高位,多晶硅產品的高毛利率帶動了該細分行業投資景氣度的持續高漲。公司新能源裝備製造業務的主要產品是多晶硅還原爐和冷氫化用電加熱器,分別是多晶硅生產過程中的核心設備和關鍵設備。報吿期內,公司充分受益於多晶硅行業的投資高景氣度,在手訂單飽滿並持續交付確認,且新簽訂單持續大幅增長,為公司業績增長打下堅實基礎。
2、報吿期內,公司非經常性損益約3325萬元。
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