鑫鉑股份(003038.SZ):半年度淨利潤預降75.67%–80.27%
格隆匯7月14日丨鑫鉑股份(003038.SZ)公佈2025年半年度業績預吿,1-6月公司實現歸屬於上市公司股東的淨利潤盈利3,000.00萬元–3,700.00萬元,比上年同期下降75.67%–80.27%;扣除非經常性損益後的淨利潤盈利3,000.00萬元–3,700.00萬元,比上年同期下降86.33%–91.65%;基本每股收益盈利0.12元/股–0.15元/股。
公司2025年上半年淨利潤比上年同期下降的主要原因是:1、新能源光伏行業短期出現加工費下降的趨勢。我們認為在產業鏈上下游企業、行業協會相關自律措施的推動下,光伏行業正在加速實現再平衡,未來將逐步向好。2、公司新能源汽車零部件以及再生鋁項目正處於產能爬坡階段,待產能達到穩定狀態後,將逐步實現盈利。
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