煜邦電力(688597.SH):預計上半年淨利潤同比降低35.47%至45.28%
格隆匯7月24日丨煜邦電力(688597.SH)公佈,1、經財務部門初步測算,預計北京煜邦電力技術股份有限公司2025年上半年實現歸屬於母公司所有者的淨利潤為2,120萬元至2,500萬元,與上年同期(法定披露數據)相比,將減少1,374.18萬元至1,754.18萬元,同比降低35.47%至45.28%。2、預計2025年上半年實現歸屬於母公司所有者的扣除非經常性損益後的淨利潤為1,420萬元至1,680萬元。與上年同期(法定披露數據)相比,將減少1,941.14萬元至2,201.14萬元,同比降低53.61%至60.79%。
公司智能電力產品業務為公司第一大收入佔比的業務,合同主要來自於國家電網和南方電網的集中招標,公司根據客户需求與收貨節奏安排產品生產、交付。2025年上半年,受客户對產品交付的節奏放緩等影響,儘管2024年末公司持有智能電力產品在手訂單約40,353萬元,但產品交付進度不及預期,導致智能電力產品相關營業收入較上年同期減少。同時,2025年上半年智能電力產品確認的營業收入主要為2024年國家電網招標採購產品,產品招標價格較之前有一定程度的下降,導致該業務毛利率較去年同期有所下降。公司儲能業務控股子公司煜邦智源科技(嘉興)有限公司(以下簡稱“煜邦智源”)於2024年8月完成產線落成並達產。報吿期內,儲能業務收入較去年同期有較大幅度增長,但報吿期內部分交付項目的毛利率相對較低,煜邦智源在報吿期內呈現虧損。公司將繼續致力於以技術研發驅動發展,緊跟新型電力系統發展趨勢,圍繞新型電力系統建設不斷開拓市場,提高生產效率與經營效益,提升公司盈利能力。
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