金雷股份(300443.SZ):一季度淨利潤預增70.96%至91.47%
格隆匯3月27日丨金雷股份(300443.SZ)公佈2025年第一季度業績預告,2025年1月1日至2025年3月31日,公司實現歸屬於上市公司股東的淨利潤盈利5,000.00萬元至5,600.00萬元,比上年同期增加70.96%至91.47%;扣除非經常性損益後的淨利潤盈利4,600.00萬元至5,200.00萬元,比上年同期增加96.62%至122.27%。
業績變動原因:1、風電行業向好發展,行業景氣度提升,風電零部件整體需求旺盛。公司緊抓風電行業發展機遇,加大風電市場開發力度、加快鑄造產能釋放節奏,鍛造風電主軸、鑄造風電產品出貨量均大幅提升。2、鑄造產能快速釋放,生產流程不斷優化,生產效率穩步提升,同時受益於風電行業需求增加和招標價格的止跌企穩,鑄造產品售價有所提升,兩者疊加助推鑄造產品盈利能力逐漸改善。3、報告期內非經常性損益預計對淨利潤的影響額約爲400萬元。
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