火法溼法雙線佈局 產能快速釋放 力勤資源2025年上半年歸母淨利潤預增104.4%-155.5%
寧波力勤資源科技股份有限公司(以下簡稱"力勤資源")發佈了2025年中期業績盈利預喜公告。公告顯示,截至2025年6月30日止6個月的母公司擁有人應佔溢利約爲人民幣12億元至人民幣15億元,同比增幅約爲104.4%至155.5%。去年同期,母公司擁有人應佔溢利約爲人民幣5.87億元。
對於歸母淨利潤的超預期增長,力勤資源表示,主要原因爲,溼法ONC項目及火法KPS項目產量釋放。此外,公司優化產品結構,精細化成本控制管理,進行技術改進優化工藝流程,進一步提升盈利能力。
據悉,力勤資源與印度尼西亞合作夥伴在印尼OBI島共同投資建設的溼法和火法紅土鎳礦冶煉項目,分別採用業內領先的高壓酸浸和RKEF冶煉工藝,年設計產能合計40萬鎳金屬噸。目前,HPAL項目總設計產能12萬鎳金屬噸,已實現滿產運營。RKEF項目總設計產能28萬鎳金屬噸,其中公司參股項目HJF已實現滿產運營,年設計產能9.5萬鎳金屬噸,公司控股項目KPS已實現部分產能投放,年設計產能18.5萬鎳金屬噸,全線預計於2026年完成建設。
力勤資源已熟練掌握紅土鎳礦溼法和火法冶煉工藝,一步一個腳印,如期實現產能投放。儘管2025上半年鎳價波動下行,但力勤資源仍能交出令人滿意的答卷,彰顯其穿越週期底部的決心。雖然當前鎳產業鏈所處的位置,築底的時間有多長不好預估,但像力勤資源這樣能在週期底部實現穩健增長的企業,往往後續業績表現也會領先於行業,需要市場多一分耐心。
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