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中石科技(300684.SZ):預計半年度淨利潤同比增長85.01%-105.75%

格隆匯7月21日丨中石科技(300684.SZ)公佈,預計半年度歸屬於上市公司股東的淨利潤11,600萬元–12,900萬元,比上年同期增長85.01%-105.75%,歸屬於上市公司股東的扣除非經常性損益後的淨利潤10,500萬元–11,800萬元,比上年同期增長135.73%-164.92%。

1、公司本期業績變化的主要原因爲:消費電子行業市場需求回暖,公司新項目和新產品放量,主要大客戶終端產品散熱材料需求用量增加、公司產品份額提升;AI賦能下新興消費電子、數字基建(數據中心、通信基站等)等行業新產品快速迭代,新的散熱方案需求增加,公司高效散熱模組、核心散熱零部件、高性能導熱材料等營收同比增長較快。同時,公司加大高附加值產品供應,供貨產品結構得到優化,持續推進精益生產、工藝改善和資產優化等降本增效措施,使得盈利能力穩步提升。2、報告期內,非經常性損益對歸屬於上市公司股東的淨利潤的影響金額預計爲1,100萬元左右,主要來自理財產品投資收益及政府補助所帶來的收益,具體數據以2025年半年度報告中披露數據爲準。

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