望變電氣(603191.SH):預計半年度淨利潤同比下降75.34%到79.23%
格隆匯7月9日丨望變電氣(603191.SH)公佈2024年半年度業績預吿,經財務部門初步測算,預計2024年半年度實現歸屬於母公司所有者的淨利潤為3,200萬元至3,800萬元,與上年同期相比減少11,608萬元至12,208萬元,同比下降75.34%到79.23%。預計2024年半年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤為1,300萬元至1,900萬元,與上年同期相比減少13,318萬元到13,918萬元,同比下降87.52%到91.46%。
本報吿期,業績預減的主要原因系取向硅鋼產品銷售價格下降,具體情況如下:(一)國內取向硅鋼總體產能及產量影響國內取向硅鋼產能從 2022年的206.6萬噸增加到2023年年底的290.6萬噸,環比增加84萬噸,增幅超過40%,全國產量從2022年的217.4萬噸增加到2023年的263.7萬噸,增加46.3萬噸,增幅超過20%;新增產能大量投放市場導致取向硅鋼市場行情下行。(二)市場價格影響根據同花順統計,上海寶鋼生產的型號為0.23*980-1000的冷軋取向硅鋼,其銷售價格從2023年1-6月平均含税價19,225元/噸下降至2024年1-6月平均含税價12,370元/噸,同比下降了35.7%。因此,公司預計本報吿期取向硅鋼產品銷售收入較上年同期下降約10%;同時,受市場環境影響,取向硅鋼產品銷售單價的降幅較大程度超過了單位成本降幅,導致取向硅鋼產品毛利率顯著下降,預計毛利率將從去年同期的30%下降至大約7%,從而導致本報吿期業績同比預減。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.