威力傳動(300904.SZ):2024年度預虧1800萬元至3500萬元
格隆匯1月24日丨威力傳動(300904.SZ)公佈2024年度業績預吿,2024年歸屬於上市公司股東的淨利潤虧損1,800萬元至3,500萬元,上年同期盈利4,120.14萬元;扣除非經常性損益後的淨利潤虧損10,500萬元至12,200萬元,上年同期盈利725.54萬元。
受風電行業市場競爭加劇的影響,風電產業鏈下游降本壓力向上遊供應商傳導,公司利潤空間受壓,影響了公司整體的盈利空間和毛利率水平。
在風機大型化趨勢及市場競爭的壓力下,上游客户為進一步提高風機效率、降低成本,要求上游供應商配合實施改型,同時對上游供應商提出了更高的載荷要求、質量要求,風電行業供應鏈中的產品需要較長的設計、開模及驗證週期,影響了整體主機吊裝進度,對公司產品交付進度產生一定影響。
由於為增速器智慧工廠儲備人才,公司新增約400名員工,導致工資及福利費用上升,本期期間費用增加,對公司盈利水平產生了一定影響。
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