諾德股份(600110.SH):預計上半年淨利潤同比減少55.69%到59.14%
格隆匯7月13日丨諾德股份(600110.SH)公佈,經財務部門初步測算,預計2023年半年度實現歸屬於上市公司股東的淨利潤為8,300萬元到9,000萬元,與上年同期相比,將減少11,312萬元到12,012萬元,同比減少55.69%到59.14%。
預計2023年半年度歸屬於上市公司股東扣除非經常性損益後的淨利潤為-2,100萬元到-1,400萬元,與上年同期相比,將減少19,438萬元到20,138萬元,同比減少107.76%到111.64%。
報吿期內,1月至4月碳酸鋰價格快速下跌,導致下游電池企業處於清庫存階段,當期對銅箔的需求量下降;5月至6月由於新能源裝機量的增速不達市場預期,同時材料端相關行業擴產增速較快,導致市場銅箔供應階段性過剩。在市場不景氣的情況下,同行業競爭愈加激烈,銅箔產品的加工費有所下滑,影響公司產品毛利率下降,毛利減少。
動力及儲能電池對銅箔幅寬的工藝要求寬幅增大,但銅箔生產設備的陰極輥尺寸是固定的,無法隨客户的要求而快速調節,因此銅箔產品配切壓力增大,庫存週轉放慢,影響銅箔業務整體產銷率。公司全資子公司江蘇聯鑫電子工業有限公司,主營業務為覆銅板的生產、加工和銷售。報吿期內,其所在行業景氣度整體回落,下游需求減弱,對其主營業務產生了較大影響,使得該子公司的營業收入和營業利潤較去年同期出現較大幅度下滑。
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