雙一科技(300690.SZ)2022年度淨利潤預降35%-55%
格隆匯1月31日丨雙一科技(300690.SZ)公佈，預計2022年度歸屬於上市公司股東的淨利潤6771.12萬元-9780.5萬元，同比下降35%-55%；扣除非經常性損益後的淨利潤7472.21萬元-10189.37萬元，同比下降25%-45%。
報吿期內，歸屬於上市公司股東的淨利潤和扣除非經常性損益後的淨利潤較上年同期下降主要原因如下：
(1)受國內風電行業波動影響
根據國家能源局於2023年1月18日發佈的2022年全國電力工業統計數據顯示，2022年國內風電新增裝機容量為37.63GW(3763萬千瓦），較2021年風電新增裝機容量47.57GW(4757萬千瓦)下降21%，導致公司國內風電配套類產品銷售收入較上年同期有所下降。但受風電機組快速向大型化迭代的影響，公司風電葉片模具產品訂單增加，模具類產品銷售收入與去年同期相比有較大幅度增長。
2021年起，國家陸上風電補貼取消，陸上風電及海上風電招標價格逐步下降，導致2022年風電招標均價較2021年有所下降，使得國內大部分風電配套產品銷售價格降低。受此影響，公司風電相關產品毛利率下降，淨利潤較去年同期有所下降。
(2)2022年初國際海運費高位運行，到2022年年底，雖然部分國際航線海運費價格已回落到正常水平，但歐洲航線海運費仍較高。受此影響，公司2022年來自於直接出口的訂單尤其歐洲地區的訂單較去年同期有所下降，影響了公司淨利潤。
2021年開始，國內風電主機技術快速迭代，風電機組大型化趨勢明顯，推動了風電行業度電成本的快速下降，帶動了2022年風電招標量的增長。根據每日風電網的數據統計，2022年國內公開市場新增招標103.27GW(不含框架招標)，創歷史新高，2023年國內風電行業裝機總量有望較2022年有明顯改善。
預計2022年年度公司非經常性損益對歸屬於上市公司股東淨利潤的影響金額約1000萬元。
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