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集泰股份(002909.SZ):上半年淨虧損830.16萬元

格隆匯8月12日丨集泰股份(002909.SZ)公佈半年度報告2025上半年,公司實現營業收入爲53,274.34萬元,同比下降10.70%;總銷量達4.88萬噸,同比下降4.09%;歸屬於上市公司股東的淨利潤爲-830.16萬元,同比下降245.98%;總資產達22.20億元,同比下降1.51%。業績下滑主要受下遊海運集裝箱製造及建築工程市場週期性波動的影響,其中,海運集裝箱製造市場受到全球貿易增速放緩影響,對新箱需求階段性收縮;雖然家裝市場業務繼續保持增長,但建築工程市場業務則受新開工公建項目開工不足、終端需求釋放不足等因素制約,傳統主業短期承壓。細分市場來看,儘管傳統工程膠需求有所下滑,但公司深化渠道下沉,積極聚焦規模大、增長快、品牌集中度低的存量家裝市場,推動渠道家裝膠銷售收入達5,504.76萬元,同比增長51.98%;工業用膠方面,雖集裝箱板塊受週期波動影響需求不足,但公司憑藉在新能源領域的強勁開拓,推動兩輪電動車用膠與新能源用膠實現高速增長,銷售收入達1,519.78萬元,同比增幅達116.50%;海外市場方面,公司持續發力國際化拓展,亮相第137屆廣交會、邀請越南經銷商團隊參訪交流,依託本地化、專業化的服務團隊,公司在外貿領域實現銷售收入1,724.53萬元,同比增長29.74%。

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