怡球資源(601388.SH):預計半年度淨利潤同比減少53%到67%
格隆匯7月15日丨怡球資源(601388.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2,253.01萬元到3,253.01萬元,與上年同期6,853.01萬元相比,將減少3,600萬元到4,600萬元,同比減少53%到67%。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2,563.88萬元到3,663.88萬元,與上年同期7,163.88萬元相比,將減少3,500萬元~4,600萬元,同比減少49%~64%。
匯率波動:主要是公司馬來西亞子公司記賬幣爲林吉特,同時原料入庫與成品銷售存在時間差異,同期比2025年上半年美元兌林吉特匯率波動較大,導致公司鋁合金錠業務購買原料成本增加和售價下跌,最終使得公司毛利下滑,影響公司利潤。固定成本:公司新產能於2024年下半年投入使用,2025年上半年與同期比固定費用增加,壓縮了公司的利潤空間。
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