愛旭股份(600732.SH)：預計上半年扣非淨利潤同比增加120.01%到145.26%
格隆匯7月14日丨愛旭股份(600732.SH)公佈，經財務部門初步測算，預計公司2023年半年度實現歸屬於母公司所有者的淨利潤為126,000.00萬元至140,000.00萬元，與上年同期相比，將增加66,400.00萬元到80,400.00萬元，同比增加111.41%到134.90%。
預計2023年半年度實現歸屬於母公司所有者的扣除非經常性損益後的淨利潤為122,000.00萬元至136,000.00萬元，與上年同期相比，將增加66,550.00萬元到80,550.00萬元，同比增加120.01%到145.26%。
2023年隨着上游硅料產能的持續釋放，產業鏈價格下行，促進了全球光伏太陽能市場需求的快速增長。得益於生產成本的下降，公司上半年產銷量持續上升，產品結構不斷優化，經營業績較去年同期實現了較大幅度增長。
2023年上半年，公司實現電池及組件銷售量18.5-19.0GW，其中PERC電池產能持續保持滿產滿銷狀態，ABC電池及組件產能爬坡順利。截至2023年6月末，珠海一期6.5GW高效ABC電池產能已實現滿產，配套組件產能也在逐步投產中，為後續公司ABC產品銷售奠定了基礎。
2023年上半年，伴隨珠海基地產能爬坡上量以及新產品、新業務市場拓展的深入，公司相關管理費用、研發費用、銷售費用等期間費用均有不同程度增長。相關費用的增加有助於公司強化人才隊伍建設、完善銷售渠道、推動電池及組件產品轉換效率的提升、增強品牌影響力，促進ABC下游生態的形成，為公司未來長遠發展增添新動力。目前ABC產品在手訂單充足，公司會繼續努力提升產能與產品競爭力，滿足市場客户交付需求與多樣化產品需求。
此外，受二季度產業鏈上游價格快速下行的影響，報吿期內公司根據相關規定計提了存貨跌價損失。隨着近期產業鏈價格企穩，終端需求預計會逐步回升，公司電池及組件銷量有望持續增長。
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