華友鈷業(603799.SH):上半年淨利潤同比預增55.62%到67.59%
格隆匯7月7日丨華友鈷業(603799.SH)公佈2025年半年度業績預告,經初步測算,公司預計2025年半年度實現歸屬於母公司所有者的淨利潤26億元到28億元,同比增加55.62%到67.59%;2025年半年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤24.5億元到26.5億元,同比增加39.85%到51.26%。
2025年上半年公司盈利大幅增長,主要受益於公司產業一體化經營優勢的持續釋放、鈷價的回升、公司管理變革、降本增效的深入推進。首先,上遊資源端印尼華飛項目實現達產超產,華越項目持續穩產高產、成本進一步下降,公司MHP原料自給率進一步提高;下遊正極材料業務恢復增長,技術創新能力明顯增強,“產品領先、成本領先”競爭戰略成效進一步凸顯,公司產業一體化經營優勢持續釋放。其次,受益於鈷價回升,公司鈷產品盈利能力逐步提升。同時,公司持續推動管理變革,大力推進降本增效,向管理要效益,控費降本成效顯著,運營效率持續提升。
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