恒逸石化(000703.SZ):上半年淨利預降95.59%–96.69%
格隆匯7月14日丨恒逸石化(000703.SZ)公佈2023年半年度業績預吿,報吿期歸屬於上市公司股東的淨利潤盈利6000萬元–8000萬元,比上年同期下降95.59%–96.69%;扣除非經常性損益後的淨利潤盈利6500萬元–8500萬元,比上年同期下降95.41%–96.49%;基本每股收益盈利約0.02元/股。
報吿期內,由於國際經濟形勢不確定性加大,下游需求波動劇烈,公司成品油、聚酯纖維及聚酯瓶片等主要產品的價格、價差均出現同比下降,疊加公司的子公司遵循行業慣例及生產裝置特性,積極實施技術改造提升工作,導致公司部分產品產量同比下滑,對業績形成拖累。
報吿期內,隨着國內國際宏觀經濟温和復甦,公司煉化及聚酯板塊下游終端消費需求環比緩慢恢復,聚酯行業開工率持續提升,成品油、化工品、聚酯纖維、聚酯瓶片等產品供需格局環比持續向好,行業景氣度逐漸提升。公司將積極抓住市場有利契機,提升生產經營效率,進而促進各產品價差持續向好。
截至報吿披露日,公司及下游的產品產銷順暢,公司各產品庫存均處於低位水平,經營活動產生的現金流量穩定充裕,下游需求逐月復甦改善。公司將堅持戰略定力,緊抓復甦機遇,實現經營效益提升。
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