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巍華新材(603310.SH):預計半年度淨利潤同比減少49.04%到57.53%

格隆匯7月14日丨巍華新材(603310.SH)公佈,經財務部門初步測算,預計2025年半年度實現歸屬於母公司所有者的淨利潤7,500.00萬元到9,000.00萬元,與上年同期(法定披露數據)相比,將減少8,659.36萬元到10,159.36萬元,同比減少49.04%到57.53%。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6,650.00萬元到8,150.00萬元,與上年同期(法定披露數據)相比,將減少9,356.27萬元到10,856.27萬元,同比減少53.45%到62.01%。

公司主要產品銷量及價格受下遊農藥行情影響出現下降,根據中國農藥工業協會數據,2025年6月中國農藥價格指數(CAPI)尚未公佈,2024年1-5月中國農藥價格指數平均爲85.79,2025年1-5月中國農藥價格指數平均爲78.84,較2024年同期下降8.10%。競爭對手方面,公司所處細分行業部分產品新增供給釋放、市場競爭態勢加劇,雙重因素導致企業收入空間受到明顯擠壓。子公司浙江方華化學有限公司的三氟甲基吡啶項目前期處於試生產階段,相關開辦費用支出較高;與此同時,公司爲積極拓展市場,本期銷售費用及管理費用較上年同期均有所增長,上述因素綜合導致整體利潤同比下滑幅度較大。面對市場環境的嚴峻挑戰,公司將持續優化生產經營管理體系,強化成本管控力度;另一方面公司積極實施產業鏈延伸戰略,同時佈局具有環保優勢的四代製冷劑高附加值產品,爲應對行業變革和實現可持續發展奠定堅實基礎。

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