第二季度两大主业触底回升 杉杉股份发布半年报业绩预告
2024年07月10日
7月9日晚，杉杉股份发布2024半年度业绩预告，预计实现归属于上市公司股东的净利润为1500万元到2250万元，预计实现归属于上市公司股东的扣除非经常性损益的净利润为1650万元到2475万元。
<section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">7月9日晚，</span><span class="wx_search_keyword_wrap" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; color: var(--weui-LINK); cursor: default;">杉杉股份<em class="wx_search_keyword" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; display: inline-block; vertical-align: super; font-size: 10px; width: 1.2em; height: 1.2em; -webkit-mask-position: 50% 50%; -webkit-mask-repeat: no-repeat; -webkit-mask-size: 100%; background-color: var(--weui-LINK); -webkit-mask-image: url("data:image/svg+xml,%3csvg width='12' height='12' viewBox='0 0 12 12' fill='none' xmlns='http://www.w3.org/2000/svg'%3e%3cpath fill-rule='evenodd' clip-rule='evenodd' d='M7.60772 8.29444C7.02144 8.73734 6.29139 9 5.5 9C3.567 9 2 7.433 2 5.5C2 3.567 3.567 2 5.5 2C7.433 2 9 3.567 9 5.5C9 6.28241 8.74327 7.00486 8.30946 7.5877C8.3183 7.59444 8.3268 7.60186 8.33488 7.60994L10.4331 9.70816L9.726 10.4153L7.62777 8.31704C7.62055 8.30983 7.61387 8.30228 7.60772 8.29444ZM8 5.5C8 6.88071 6.88071 8 5.5 8C4.11929 8 3 6.88071 3 5.5C3 4.11929 4.11929 3 5.5 3C6.88071 3 8 4.11929 8 5.5Z' fill='%23576B95'/%3e%3c/svg%3e");"></em></span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">发布2024半年度业绩预告，预计实现归属于上市公司股东的净利润为1500万元到2250万元，预计实现归属于上市公司股东的扣除非经常性损益的净利润为1650万元到2475万元。</span></span></section><p><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">具体看，公司预计2024年第二季度单季实现归属于上市公司股东的净利润为8828万元到9578万元，实现归属于上市公司股东的扣除非经常性损益的净利润为8985万元到9810万元，相较一季度“触底回升”。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">针对业绩变动，杉杉股份指出，公司核心业务负极材料和偏光片业务所属行业仍处于行业调整期，产品价格均持续承压，行业盈利水平同比下降，受行业景气度变化影响，负极材料和偏光片业务净利润均同比下降。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">此外，公司持续推进聚焦战略，非核心业务剥离以及对相关资产</span><span class="wx_search_keyword_wrap" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; color: var(--weui-LINK); cursor: default;">计提减值<em class="wx_search_keyword" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; display: inline-block; vertical-align: super; font-size: 10px; width: 1.2em; height: 1.2em; -webkit-mask-position: 50% 50%; -webkit-mask-repeat: no-repeat; -webkit-mask-size: 100%; background-color: var(--weui-LINK); -webkit-mask-image: url("data:image/svg+xml,%3csvg width='12' height='12' viewBox='0 0 12 12' fill='none' xmlns='http://www.w3.org/2000/svg'%3e%3cpath fill-rule='evenodd' clip-rule='evenodd' d='M7.60772 8.29444C7.02144 8.73734 6.29139 9 5.5 9C3.567 9 2 7.433 2 5.5C2 3.567 3.567 2 5.5 2C7.433 2 9 3.567 9 5.5C9 6.28241 8.74327 7.00486 8.30946 7.5877C8.3183 7.59444 8.3268 7.60186 8.33488 7.60994L10.4331 9.70816L9.726 10.4153L7.62777 8.31704C7.62055 8.30983 7.61387 8.30228 7.60772 8.29444ZM8 5.5C8 6.88071 6.88071 8 5.5 8C4.11929 8 3 6.88071 3 5.5C3 4.11929 4.11929 3 5.5 3C6.88071 3 8 4.11929 8 5.5Z' fill='%23576B95'/%3e%3c/svg%3e");"></em></span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">对公司业绩造成不利影响，同时去年同期出售了电解液业务部分股权，确认了约2.44亿元投资收益，而本期没有此业务对应的投资收益。</span></span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">业内人士指出，负极行业最困难的时刻或已过去。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">今年上半年，随着行业去库存的有效推进和国内新能源汽车市场销售强劲，负极行业呈现边际改善迹象。多家负极材料企业透露，订单需求处于增长状态，产能利用率基本维持较高水平。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">杉杉股份表示，公司负极材料业务通过加大市场拓展力度、进一步优化客户结构并与行业大客户深度绑定、持续保持产品迭代领先，实现了销量大幅提升。特别是2024年第二季度订单饱满，销量环比大幅增长，同时公司积极采取降本增效措施，第二季度净利润亦环比改善显著。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">面板行业景气度也正在逐步回暖。尽管目前下游面板价格仍处于产业周期低位，但大尺寸电视、笔电、OLED等细分板块上半年表现亮眼，叠加AI技术引领的新一轮换机周期，消费电子市场需求正有所回升。</span></section></p><p><br/></p>
<section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">7月9日晚，</span><span class="wx_search_keyword_wrap" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; color: var(--weui-LINK); cursor: default;">杉杉股份<em class="wx_search_keyword" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; display: inline-block; vertical-align: super; font-size: 10px; width: 1.2em; height: 1.2em; -webkit-mask-position: 50% 50%; -webkit-mask-repeat: no-repeat; -webkit-mask-size: 100%; background-color: var(--weui-LINK); -webkit-mask-image: url("data:image/svg+xml,%3csvg width='12' height='12' viewBox='0 0 12 12' fill='none' xmlns='http://www.w3.org/2000/svg'%3e%3cpath fill-rule='evenodd' clip-rule='evenodd' d='M7.60772 8.29444C7.02144 8.73734 6.29139 9 5.5 9C3.567 9 2 7.433 2 5.5C2 3.567 3.567 2 5.5 2C7.433 2 9 3.567 9 5.5C9 6.28241 8.74327 7.00486 8.30946 7.5877C8.3183 7.59444 8.3268 7.60186 8.33488 7.60994L10.4331 9.70816L9.726 10.4153L7.62777 8.31704C7.62055 8.30983 7.61387 8.30228 7.60772 8.29444ZM8 5.5C8 6.88071 6.88071 8 5.5 8C4.11929 8 3 6.88071 3 5.5C3 4.11929 4.11929 3 5.5 3C6.88071 3 8 4.11929 8 5.5Z' fill='%23576B95'/%3e%3c/svg%3e");"></em></span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">发布2024半年度业绩预告，预计实现归属于上市公司股东的净利润为1500万元到2250万元，预计实现归属于上市公司股东的扣除非经常性损益的净利润为1650万元到2475万元。</span></span></section><p><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">具体看，公司预计2024年第二季度单季实现归属于上市公司股东的净利润为8828万元到9578万元，实现归属于上市公司股东的扣除非经常性损益的净利润为8985万元到9810万元，相较一季度“触底回升”。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">针对业绩变动，杉杉股份指出，公司核心业务负极材料和偏光片业务所属行业仍处于行业调整期，产品价格均持续承压，行业盈利水平同比下降，受行业景气度变化影响，负极材料和偏光片业务净利润均同比下降。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">此外，公司持续推进聚焦战略，非核心业务剥离以及对相关资产</span><span class="wx_search_keyword_wrap" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; color: var(--weui-LINK); cursor: default;">计提减值<em class="wx_search_keyword" style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important; display: inline-block; vertical-align: super; font-size: 10px; width: 1.2em; height: 1.2em; -webkit-mask-position: 50% 50%; -webkit-mask-repeat: no-repeat; -webkit-mask-size: 100%; background-color: var(--weui-LINK); -webkit-mask-image: url("data:image/svg+xml,%3csvg width='12' height='12' viewBox='0 0 12 12' fill='none' xmlns='http://www.w3.org/2000/svg'%3e%3cpath fill-rule='evenodd' clip-rule='evenodd' d='M7.60772 8.29444C7.02144 8.73734 6.29139 9 5.5 9C3.567 9 2 7.433 2 5.5C2 3.567 3.567 2 5.5 2C7.433 2 9 3.567 9 5.5C9 6.28241 8.74327 7.00486 8.30946 7.5877C8.3183 7.59444 8.3268 7.60186 8.33488 7.60994L10.4331 9.70816L9.726 10.4153L7.62777 8.31704C7.62055 8.30983 7.61387 8.30228 7.60772 8.29444ZM8 5.5C8 6.88071 6.88071 8 5.5 8C4.11929 8 3 6.88071 3 5.5C3 4.11929 4.11929 3 5.5 3C6.88071 3 8 4.11929 8 5.5Z' fill='%23576B95'/%3e%3c/svg%3e");"></em></span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">对公司业绩造成不利影响，同时去年同期出售了电解液业务部分股权，确认了约2.44亿元投资收益，而本期没有此业务对应的投资收益。</span></span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">业内人士指出，负极行业最困难的时刻或已过去。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">今年上半年，随着行业去库存的有效推进和国内新能源汽车市场销售强劲，负极行业呈现边际改善迹象。多家负极材料企业透露，订单需求处于增长状态，产能利用率基本维持较高水平。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">杉杉股份表示，公司负极材料业务通过加大市场拓展力度、进一步优化客户结构并与行业大客户深度绑定、持续保持产品迭代领先，实现了销量大幅提升。特别是2024年第二季度订单饱满，销量环比大幅增长，同时公司积极采取降本增效措施，第二季度净利润亦环比改善显著。</span></section><section><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">面板行业景气度也正在逐步回暖。尽管目前下游面板价格仍处于产业周期低位，但大尺寸电视、笔电、OLED等细分板块上半年表现亮眼，叠加AI技术引领的新一轮换机周期，消费电子市场需求正有所回升。</span></section></p><p><br/></p>
