擬10轉4派5.5元 愛旭股份(600732.SH)2022年度實現營收350.75億元,同比增長126.72%
格隆匯3月14日丨愛旭股份(600732.SH)發佈2022年年度報吿,實現營業收入350.75億元,同比增長126.72%;歸屬於上市公司股東的淨利潤23.28億元,其中歸屬於上市公司股東的扣除非經常損益的淨利潤21.65億元,基本每股收益1.34元,盈利水平大幅增長;綜合毛利率13.73%,加權平均淨資產收益率37.25%;經營活動現金流量淨額52.29億元,同比增長1039.86%;資產負債率63.31%,較2021年末下降5.51個百分點;擬每10股派發現金股利5.5元(含税),以資本公積金向全體股東每10股轉增4股。
2022年,伴隨市場需求提升,公司經營產銷兩旺,營業收入、利潤等業績指標再創歷史新高,實現量利齊升。2022年,公司加快推進大尺寸產能升級工作,截至2022年6月底已完成大部分166mm產線的升級,大尺寸電池產能佔比達95%以上。2022年全年,電池片環節尤其是大尺寸電池處於供不應求的狀態,年內累計實現電池銷量34.42GW,同比增長82.65%,公司盈利能力持續提升。
2022年,公司正式推出了基於全新一代N型背接觸ABC電池技術的組件系列產品和光伏能源整體解決方案服務,首期珠海6.5GWABC電池量產項目已順利投產,預計將於2023年二季度末實現滿產。ABC電池具有完整自主知識產權,採用全新的背接觸電池結構設計,正面全黑無柵線,具有美觀、轉換效率高、温度係數好、易於薄片化等優勢。公司開創性地研發出ABC電池的無銀化技術,大幅降低了生產成本。截至目前,ABC電池平均量產轉換效率已接近26.5%,ABC組件全生命週期發電量相較目前市場主流的同等面積PERC組件可提高15%以上,具有很強的市場競爭潛力,將引領光伏產業鏈展開新一輪的技術迭代。
2022年,公司以客户價值為牽引,保持高強度研發投入,以ABC電池技術為核心,持續提升硅棒/片、電池、組件、系統的量產研發能力,提高技術壁壘,構築以光電轉換效率絕對領先為核心的長期產品競爭優勢。報吿期內,公司研發費用約13.78億元,同比增長112.18%。公司共擁有研發人員2145人,約佔員工總數的23.48%。2022年,公司共申請專利303項,獲得授權專利171項,其中授權發明專利44項。截至報吿期末,公司累計申請專利1563項,獲得授權專利884項,其中授權發明專利148項。研發投入的增加、研發人才隊伍的壯大、專利技術的增多,為公司持續保持技術領先優勢奠定了堅實的基礎。
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