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美暢股份(300861.SZ)業績快報:2022年度扣非淨利潤13.88億元、同比增長103.21%

格隆匯3月13日丨美暢股份(300861.SZ)發佈2022年度業績快報,實現營業總收入36.58億元,同比增長97.99%;歸屬於上市公司股東的淨利潤14.73億元,同比增長93%;扣除非經常性損益後歸屬於上市公司股東的淨利潤13.88億元,同比增長103.21%;基本每股收益3.0685元。

公司是目前國內生產規模、市場份額領先的金剛石線生產企業,生產的金剛石線用於硅切片、硅料開方、半導體材料、藍寶石、精密陶瓷、磁性材料等硬脆材料切割,目前主要應用於光伏硅片切割領域。公司生產的金剛石線其金剛石顆粒把持力強、分散性好、一致性高,客户端切割匹配性好、表現穩定、成品率高,在客户端表現一直深受好評。憑藉產能優勢和產品的質量及性能優勢,公司與光伏行業諸多具有較強行業影響力的下游客户保持着緊密的合作關係,包括隆基綠能、弘元新材、晶科能源、晶澳科技、高景太陽能等硅片企業。

2022年,金剛石線市場需求旺盛,公司提前規劃佈局產能建設,迅速提升產量,依靠規模優勢穩定產出高品質金剛石線產品,強有力地保障客户生產需要。公司全年金剛石線銷量9615.60萬公里,同比增長111.76%。

根據國家能源局發佈的全國電力工業統計數據,2022年全國新增太陽能發電裝機容量8741萬千瓦,同比增長60.3%,繼續保持高速增長。金剛石線作為光伏硅片切割必不可少的耗材,光伏新增裝機容量大幅增長帶動了旺盛市場需求。報吿期內,公司金剛石線銷量再創新高,並得益於公司在原材料端的不斷探索,以及一貫堅持的降本增效工作,使公司當年營業收入、淨利潤也保持較高增速。

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