巨星科技(002444.SZ):前三季度淨利潤預增25.00%-35.00%
格隆匯9月27日丨巨星科技(002444.SZ)公佈2024年前三季度業績預吿,報吿期歸屬於上市公司股東的淨利潤盈利18.83億元–20.33億元,比上年同期增長25.00%-35.00%;扣除非經常性損益後的淨利潤盈利19.34億元–20.88億元,比上年同期增長25.00%-35.00%;基本每股收益盈利1.5750元/股-1.7010元/股。
2024年第三季度,歸屬於上市公司股東的淨利潤盈利68,896.36萬元–83,958.21萬元,比上年同期增長8.73%-32.50%;扣除非經常性損益後的淨利潤盈利72,680.61萬元–88,149.39萬元,比上年同期增長13.49%-37.64%;基本每股收益盈利0.5756元/股-0.7016元/股。
隨着美聯儲進入降息通道,美國房地產相關產業明顯進入底部復甦階段,三季度北美工具消費同比增速達到4%,行業走出了近三年來零增長的狀況,公司客户訂單和直銷銷售均大幅增長,預計公司三季度收入同比增速超過30%。
三季度人民幣兑美元匯率有所升值,導致公司應收賬款和美元現金資產相對貶值,使得公司投資收益相比二季度大幅減少,對公司淨利潤產生了一定的負面影響,後續隨着人民幣匯率穩定該影響預計會逐漸消除,同時當前較高的美元存款利率也可以有效對沖該負面影響。
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