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海優新材(688680.SH):公司三季度單層POE產品銷售數量明顯增加
格隆匯 10-30 09:53

格隆匯10月30日丨海優新材(688680.SH)近期投資者關係活動記錄表顯示,2023年第三季度組件排產有所增長,公司抓住市場機會,實現膠膜產品出貨量同比、環比均有大幅增長,截止三季度,公司膠膜出貨數量已超過2022年全年出貨總量。公司三季度單層POE產品銷售數量明顯增加,已實現大批量穩定供應,單層、共擠等POE類膠膜的佔比進一步提升,公司作為膠膜主要供應商之一的市場地位得以加強。

因膠膜行業仍處於產能整合和出清階段,市場競爭態勢仍比較嚴峻,產品毛利率尚未修復,處於歷史低位。公司利用高品質POE新型膠膜產品,出貨量明顯提升,製造成本下降,第三季度實現經營利潤為正。但因9月份開始,終端市場對組件價格下探的觀望情緒導致需求延後,膠膜短期需求不振引發膠膜原材料EVA粒子價格以及膠膜產品的報價均在報吿期末下調,為審慎起見,公司嚴格按照會計準則在三季度末計提了大額存貨跌價準備,從而導致三季度的淨利潤為負。

由於原料價格下降並粒子供應相對穩定,公司安全備貨量適當有所降低,購買原料支出減少,同時應收賬款管控得當,公司現金流情況持續改善,可支配資金增加,銀行額度充足,公司流動性風險進一步得以釋放。

公司非光伏新產品持續進步,新型環保表面材料已成為某國際品牌新上市的新能源汽車的合格供應商並開始批量供貨。電子功能膜等產品的推廣和認證工作持續進展中。

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