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博邁科(603727.SH)2022年度淨利預降47.04%-63.89% 公司近100%業務來自於海外市場
格隆匯 01-29 16:58

格隆匯1月29日丨博邁科(603727.SH)公佈,公司預計2022年年度實現歸屬於母公司所有者的淨利潤6,000萬元到8,800萬元,與2021年同期相比,預計減少47.04%到63.89%。

2022年度俄烏衝突對全球能源行業及市場造成一定影響,能源價格產生大幅波動。俄烏衝突引發的歐美國家對俄羅斯的制裁,以及俄羅斯的反制措施,給諸多國際能源項目帶來衝擊,產生不確定性。公司在執行的ArcticLNG2項目同樣受到波及,一度出現原總包方被動退出、項目部分暫停等情況,雖經多方共同努力重新恢復運轉,但對公司的生產進度、生產成本仍造成一定影響。2022年度公司和社會均面臨着疫情出現三年來最為嚴峻的考驗,天津地區每月均有疫情爆發。公司員工大面積、高頻率封控,甚至數次出現全廠停工、停產等情況,嚴重影響生產效率。為此,公司執行每週兩檢、突發疫情連續檢測等措施,疊加常態化疫情防控政策下公司其他疫情投入和資源配置,疫情防控直接成本增加,檢測等工作使人員生產效率進一步降低,綜合導致公司經營業績承壓。新冠疫情背景下,國內海工建造行業成本被動上升,削弱了產業轉移趨勢,甚至出現部分項目流失海外的現象,不利於公司生產經營。

與上年同期相比,2022年,公司主營業務受俄烏衝突、新冠疫情等因素影響,生產成本被動上升,產品利潤率有所下降;同時公司近100%業務來自於海外市場,國際局勢的動盪對公司業務產生較大沖擊,主營產品銷售收入減少,進而導致了公司年度淨利潤的縮減。

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