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永和股份(605020.SH):預計2024年度淨利潤同比增長30.66%到52.43%
格隆匯 01-19 15:45

格隆匯1月19日丨永和股份(605020.SH)發佈公吿,公司預計2024年度實現歸屬於上市公司股東的淨利潤為24,000.00萬元到28,000.00萬元,與上年同期相比,同比增長30.66%到52.43%。其中,預計2024年第四季度單季實現歸屬於上市公司股東的淨利潤為9,350.00萬元到13,350.00萬元,同比增長332.37%到517.34%,環比增長176.78%到295.19%。

公司預計2024年度實現歸屬於上市公司股東的扣除非經常性損益的淨利潤為23,300.00萬元到27,300.00萬元,與上年同期相比,同比增長106.44%到141.88%。其中,預計2024年第四季度單季實現歸屬於上市公司股東的扣除非經常性損益的淨利潤為9,180.00萬元到13,180.00萬元,同比實現扭虧為盈,環比增長162.11%到276.32%。

公吿表示,製冷劑產品結構劣勢轉好。2024年,我國對HFCs第三代製冷劑正式實施配額管理,供給側的約束推動行業供需格局的改變,製冷劑產品價格出現不同程度的恢復性上升。尤其在進入2024年第四季度後,公司具備配額優勢的產品HFC-152a、HFC-143a等市場需求快速增長,價格明顯提升。同時,主要原料三氯乙烯、氯仿等採購價格出現一定程度的下滑,盈利空間進一步擴大。

此外,含氟高分子材料穩中有增。2024年度,公司主要含氟高分子產品實現產量、銷量、營收的同步增長,部分產品價格如HFP波動下行但已逐步企穩,板塊整體利潤貢獻表現平穩。同時隨着全資子公司邵武永和金塘新材料有限公司氟化工生產基地項目一期部分產線逐步跨越磨合期,產量、質量及成本控制不斷優化,已於2024年第四季度實現盈利,項目逐步扭虧為盈。

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