中國石墨(02237.HK)預期2023年税後純利約1900萬元至2200萬元
格隆匯3月8日丨中國石墨(02237.HK)公吿,集團預期錄得2023年全年税後純利約人民幣1900萬元至約人民幣2200萬元,較截至2022年12月31日止年度税後純利約人民幣7900萬元減少約72.2%至75.9%。
董事會認為上述主要歸因於中國的汽車市場競爭,鋰離子電池行業於2022年全年快速增長,而2023年全年的增長較趨平緩,以及下游客户消化其庫存的策略,導致2023年全年石墨產品的市場競爭增加及價格往下波動。
2023下半年,在天然石墨行業進入調整期的背景下,集團積極提升銷售力度同時持續推進降本增效,下半年收入及利潤表現較上半年均有改善,並由上半年虧損轉為下半年錄得盈利。未來,考慮到天然石墨擁有成本低、能耗低的特性,在更加符合中國"雙碳"政策要求的同時,也能夠很好的適應新能源汽車降本的市場趨勢,集團對天然石墨的長遠發展保持樂觀,並將進一步盡力把握市場機遇,提升營運表現,為股東創造更大價值。
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