玲瓏輪胎(601966.SH):2022年度淨利預減65%-70%
格隆匯1月30日丨玲瓏輪胎(601966.SH)公佈,公司預計2022年年度實現歸屬於上市公司股東的淨利潤2.4億元到2.8億元,與上年同期相比,將減少5.1億元到5.5億元,同比減少65%到70%。預計2022年年度實現歸屬於上市公司股東的扣除非經常性損益的淨利潤1.5億元到1.7億元,與上年同期相比,預計減少4.7億元到5.0億元,同比減少74%到77%。
業績預減主要是因2022年公司整體毛利率降低影響。
(一)主要原材料價格上漲影響。2022年,公司受原材料價格波動影響較大,合成橡膠、炭黑等主要原材料價格上漲較大,使得輪胎生產成本升高,毛利率水平下降。
(二)需求下滑。一是配套方面需求下滑,根據中國汽車工業協會的統計數據,2022年1-12月,商用車產銷量分別完成318.5萬輛和330萬輛,同比分別下降31.9%和31.2%,其中中重卡產銷量分別完成72.34萬輛和76.76萬輛,同比分別下降50.68%和51.23%。由於我司全鋼配套佔比較高,受商用車產銷量下滑影響較大。二是替換市場需求下滑,受疫情管控影響,出行及物流運輸都受到影響,加之海運費的巨幅震盪影響海外客户發貨,市場需求進一步減少,嚴重影響了替換市場。
(三)受疫情反覆影響,公司下屬子公司也不同程度的停產,且員工出勤率下滑,總體產能發揮受限。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.