福斯特(603806.SH)：預計半年度淨利潤同比下降49.05%
格隆匯7月9日丨福斯特(603806.SH)公佈，1、經公司財務部門初步測算，公司預計2025年半年度實現歸屬於母公司所有者的淨利潤爲47,309.16萬元，與上年同期相比，將減少45,535.86萬元，同比下降49.05%。2、經公司財務部門初步測算，公司預計2025年半年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤爲42,576.63萬元，與上年同期相比，將減少47,338.51萬元，同比減少52.65%。
1、受光伏行業產能過剩，市場競爭加劇等影響，與上年同期相比，公司原材料光伏樹脂採購單價及光伏膠膜產品銷售單價均下降，並且光伏膠膜產品銷售單價下降幅度大於原材料光伏樹脂採購單價下降幅度，導致本期公司營業收入規模和綜合毛利率下降，毛利額同比下降46.72%。2、公司堅定實施“立足光伏主業，大力發展其他新材料產業”的發展策略，報告期內，雖然公司新業務電子材料實現盈利，但其他新業務例如特種薄膜及投資上遊原材料POE樹脂等發生虧損，預計將減少本期淨利潤6,226.29萬元。
報告期內，公司受光伏產業鏈價格下降的影響導致營業收入和淨利潤同比下降，但公司光伏膠膜產品的綜合競爭優勢依然領先：公司光伏膠膜海外產能進一步擴張，未來將受益於海外新興市場的高速增長；公司作爲全品類的光伏封裝材料供應商，將繼續爲TOPCon技術組件的效率提升和BC技術組件規模化放量提供最佳性價比的封裝材料解決方案。同時，公司是國產感光幹膜龍頭企業，已覆蓋深南電路、鵬鼎控股、TTM迅達科技集團公司、安捷利美維、東山精密、滬電股份、健鼎電子、景旺電子、生益電子、南亞電子、超穎電子等行業頭部企業，產品將圍繞AI服務器等高端需求拓展至封裝基板領域。隨着在全球頭部PCB客戶中的供應佔比提升，有望進入量利齊增的發展階段。除感光幹膜產品外，公司還有FCCL、感光覆蓋膜等電子材料在培育中，未來將成爲全球爲數不多的全品類電子材料供應商。公司資產負債表穩健，長期以來保持低負債運營，資金儲備充裕，技術研發能力強，在新材料領域具備強大的內生延展能力，未來公司將繼續專注於主營業務運營，積極爲投資者創造回報。
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