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正海磁材(300224.SZ)年度淨利潤降79.37%至9234.02萬元 高性能釹鐵硼永磁材料銷量實現連續七年增長
格隆匯 04-22 23:06

格隆匯4月22日丨正海磁材(300224.SZ)發佈2024年年度報吿,報吿期內,公司實現營業總收入55.39億元,同比下降5.70%;實現歸屬於公司股東的淨利潤9234.02萬元,同比下降79.37%。

報吿期內,公司持續深化客户合作,專注於產品性能和服務質量提升,靈活調整銷售策略,有效提升整體競爭力,主要應用領域—節能和新能源汽車市場與家電市場出貨量同比分別增長25%和28%。高性能釹鐵硼永磁材料銷量實現連續七年增長。

2024年度經營業績下降的原因:1、高性能釹鐵硼永磁材料業務:受原材料價格低位震盪波動、行業競爭加劇、下游應用領域價格下降等因素影響,公司產品價格承壓,毛利率同比下降。2、新能源汽車電機驅動業務:報吿期內,公司對該業務進行了經營優化及業務收縮。該業務板塊未實現的遞延所得税資產、員工安置和存貨處置等優化收縮成本減少2024年度淨利潤11,503萬元。3、報吿期末,公司按照企業會計準則對可能發生減值損失的存貨等各類資產計提了減值準備,減少2024年度淨利潤4,562萬元。

公司所處高性能釹鐵硼永磁材料行業,屬於國家鼓勵與支持的新材料三大重點領域中的"關鍵戰略材料"。近年來,國家及各級地方政府陸續出台了一系列指導、促進高性能釹鐵硼永磁材料行業及上下游良性發展的法律法規和政策。憑藉領先的稀土資源儲備量、先進的核心技術、完善的產業鏈和優越的政策環境,我國已成為全球最重要的高性能釹鐵硼永磁材料生產和供應地。

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