晶華新材(603683.SH)2020年淨利預增4296%-4584%
格隆匯1月18日丨晶華新材(603683.SH)披露2020年年度業績預增公吿,預計2020年年度歸屬於上市公司股東的淨利潤較上一年度將增加1.49億元-1.59億元,同比增加4296%-4584%;預計2020年年度歸屬於上市公司股東的扣除非經常性損益的淨利潤與上年同期相比,將增加4000萬元-5000萬元。業績預增的主要原因系:
(一)主營業務影響
1、2020年公司業績整體穩步回升:(1)得益於搬遷和新建後江蘇晶華新材料科技有限公司的產能逐步釋放,生產效率不斷提升,產品的生產成本有所下降;(2)公司產品結構的調整,電子級材料和光學級功能膜產品的持續發力,給公司2020年的利潤注入了新的活力,隨着電子級材料和光學級功能膜產品的不斷放量,下游終端客户不斷的突破和長期戰略合作的實現,公司的利潤開始逐步體現。
2、隨着《限塑令》的進一步實施,公司特種紙的銷售受到正向激勵。公司子公司浙江晶鑫特種紙業有限公司,在滿足母公司自身生產使用的膠帶類產品基礎上,不斷開發替代塑料的包裝類產品的特種紙,產品綠色環保,廣泛用於醫療行業、食品行業、紙箱封裝等,這類市場前景廣闊的新產品的開發成功增加了公司銷售收入,為提升利潤水平做出較大貢獻。
(二)非經營性損益的影響
公司已於2019年底完成整體搬遷,2020年12月相關手續均已履行完畢。按照《企業會計準則》和土地收儲的有關政策的相關規定,公司對位於上海市松江區永豐街道大江路89號的土地、房產及設施附屬物等的拆遷補償款予以確認,該筆徵收補償費用合計人民幣1.83億元,預計拆遷補償款對公司2020年度的業績影響約1.10億元。
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