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科達製造(600499.SH):2022年度淨利預增317.60%-347.42%
格隆匯 01-16 18:18

格隆匯1月16日丨科達製造(600499.SH)公佈,公司預計2022年度實現歸屬於上市公司股東的淨利潤為42億元到45億元,與上年同期相比將增加319,424.27萬元到349,424.27萬元,同比增長317.60%-347.42%。

預計實現歸屬於上市公司股東的扣除非經常性損益的淨利潤為41.5億元到44.5億元,與上年同期相比將增加319,784.97萬元到349,784.97萬元,同比增長335.86%-367.36%。

業績變動的主要原因:

1、公司建材機械業務持續拓展,在海外市場保持強勁發展勢頭,同時受益於國際海運能力恢復、原材料價格降低以及精益生產、精益管理成效凸顯,海外訂單順利發貨,業務盈利能力亦穩步提升。

2、公司海外建材業務持續推進新項目的投建工作,報吿期內公司在肯尼亞基蘇木、加納順利完成新增建築陶瓷生產線的產能釋放,建築陶瓷總產量增長超30%,全年產銷飽和,公司海外建材業務較上年同期實現較大增長。

3、受益於新能源產業的快速發展,負極材料需求旺盛,報吿期內公司福建子公司負極材料一體化工廠逐步釋放石墨化加工產能,安徽子公司加強供應能力,其負極材料產量增長超80%,公司鋰電材料業績相比去年同期實現較好效益。

此外,2022年度,公司參股公司青海鹽湖藍科鋰業股份有限公司(以下簡稱“藍科鋰業”)2萬噸/年電池級碳酸鋰項目全面投產,於報吿期內實現碳酸鋰產量約3.10萬噸,銷量約3.03萬噸,期末庫存約0.42萬噸。隨着碳酸鋰產品市場價格上漲,藍科鋰業實現的業績較上年同期大幅上升,公司就此確認的投資收益同比亦大幅增長。

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