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天奇股份(002009.SZ):半年度預盈5000萬元–6000萬元 同比扭虧

格隆匯7月14日丨天奇股份(002009.SZ)公佈2025年半年度業績預告,1-6月公司實現歸屬於上市公司股東的淨利潤盈利5,000.00萬元–6,000.00萬元,同比扭虧爲盈;扣除非經常性損益後的淨利潤盈利1,200.00萬元-1,600.00萬元;基本每股收益盈利0.12元/股-0.15元/股。

2025年上半年公司智能裝備業務處於多項目密集履約階段,國內外業務雙輪驅動,帶動該板塊營收及淨利潤同比提升。海外市場營收貢獻同比大幅提升,主要系報告期內加速履約比亞迪印尼項目、寶馬墨西哥項目、沃爾沃斯洛伐克項目等重要海外項目;國內市場訂單及業務規模保持穩固,上半年實現蔚來汽車項目、吉利汽車項目、大衆汽車項目等多個項目持續履約或交付。

報告期內,鋰電池回收行業受原料供應結構性短缺與主要金屬價格延續歷史性低位震盪的雙重壓力影響,仍維持低迷狀態。報告期內,公司鋰電池循環業務產能利用率處於較低水平,導致設備折舊、廠房運維等固定成本在單位產品中的分攤比例攀升,毛利虧損局面持續,但本期受剛果(金)鈷出口禁令影響,鈷金屬價格出現階段性上漲,公司受益於價格反彈,本期毛利虧損較上年同期實現一定程度的收窄。

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