中信博(688408.SH)2022年度淨利潤預增152.79%到199.36%
格隆匯2月2日丨中信博(688408.SH)公佈,預計2022年年度實現歸屬於母公司所有者的淨利潤為3800萬元到4500萬元,與上年同期(法定披露數據)相比,將增加2296.77萬元到2996.77萬元,同比增加152.79%到199.36%;預計歸屬於母公司所有者的扣除非經常性損益的淨利潤為1100萬元到1300萬元,與上年同期(法定披露數據)相比,將增加4770.2萬元到4970.2萬元,同比增加129.97%到135.42%。
本期業績變化的主要原因如下:(一)報吿期內,光伏集中式地面電站市場呈現先抑後揚的情形,在2022年前3個季度集中式地面電站開工表現雖逐季增加,但因組件價格較高導致地面電站延期安裝情形凸顯,安裝規模依然受限,進入2022年4季度多晶硅、光伏組件逐步趨穩,光伏市場安裝需求逐漸回暖;加之公司自身全球化營銷網絡及品牌優勢,持續開拓國內外市場,實現光伏產品業務的持續發展。
(二)報吿期內,基於公司前期BIPV業務的佈局,擁有完善的建築光伏一體化方案解決能力,同時對適用於不同安裝場景的產品加大了研發力度,擴充了BIPV業務銷售團隊的規模,使BIPV業務快速發展,出貨量及銷售量持續高速增長,對公司業績的增長做出貢獻。
(三)公司前期在光伏行業的戰略佈局在本報吿期內逐步體現成效,加之集中式地面光伏市場逐漸回暖,公司訂單也隨之增加有效支撐了公司業務的持續性。截止2022年12月31日,公司在手訂單共計約26億元(不含税),其中跟蹤系統約8億元、固定支架約14億元、BIPV約4億元。
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