振華新材(688707.SH):2024年淨虧損5.28億元
格隆匯2月27日丨振華新材(688707.SH)公佈2024年年度業績快報,營業總收入196,114.18萬元,同比下降71.48%,歸屬於母公司所有者的淨利潤-52,772.61萬元。報告期內,公司圍繞鋰離子電池正極材料和鈉離子電池正極材料持續發力。在鋰離子電池三元材料領域,隨着單晶材料市佔率的提高,憑藉在一次顆粒大單晶技術上的深厚積累,據鑫欏鋰電數據測算,公司在8系三元材料單晶市場市佔率超過50%。
受行業需求、產品結構調整及公司的6系材料在主要客戶處導入時間較晚等因素影響,2024年度公司產品銷量出現明顯下滑,產能利用率較低,導致成本和停工損失增加。同時自2023年以來產品的主要原材料價格處於下降通道,而公司的原材料採購時間早於產品報價時間,造成產品單位成本與銷售定價中的“主要原料成本”匹配存在滯後性,導致公司主營業務毛利率出現較大波動,綜合導致報告期業績出現虧損。
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