太强了！逾20家A股公司上修上半年业绩预期！

上海证券报2021-07-18

要么主业好，要么投资强。据上证报资讯统计，6月份至今已有立昂微、未名医药、合肥城建、雪迪龙、天齐锂业、赣锋锂业、鸿博股份、藏格控股、浩物股份、雪峰科技等逾20家A股公司上修了今年半年报预增幅度。此外，东鹏特饮、气派科技、电气风电、纳微科技等“股市新兵”则公告称，最新预计半年度业绩将高于招股书披露时预告的半年报业绩。从公告来看，处于化工、钢铁、锂产业链等高景气度赛道，主业表现超预期成为多数公司...

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YALING
2021-07-19
YALING
[微笑]
- Kenwong:
  ?
BabyShark222
2021-07-18
BabyShark222
Ok
雷鸟
2021-07-18
雷鸟
[財迷] [財迷] [財迷]
- 收钱收到手软:
  哇哇
- SiewMin:
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More than 20 A-share companies revised their first-half performance expectations!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a2ff4d4c73bbc1ee40c07459300809fb","symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9},"content_text":"要么主业好，要么投资强。据上证报资讯统计，6月份至今已有立昂微、未名医药、合肥城建、雪迪龙、天齐锂业、赣锋锂业、鸿博股份、藏格控股、浩物股份、雪峰科技等逾20家A股公司上修了今年半年报预增幅度。\n此外，东鹏特饮、气派科技、电气风电、纳微科技等“股市新兵”则公告称，最新预计半年度业绩将高于招股书披露时预告的半年报业绩。\n\n从公告来看，处于化工、钢铁、锂产业链等高景气度赛道，主业表现超预期成为多数公司上修业绩的主因。另外，旅游等去年受疫情影响较大的企业，因在今年逐步恢复，带动企业扭亏为盈。柘中股份、明牌珠宝等则因股权投资有所斩获，也大幅上修业绩预告。\n行业高景气\n锂产业链、化工等表现抢眼\n7月14日晚，赣锋锂业、天齐锂业两大锂产业链公司同时上修半年报预增幅度。\n赣锋锂业从此前预盈8亿元至12亿元，上修至预盈13亿元至16亿元，同比大增730.75%至922.46%。天齐锂业则从此前预计亏损1.3亿元至2.5亿元，调整为预盈7800万元至1.16亿元，同比扭亏为盈。\n\n 图片来源：东方财富\n对于上半年业绩“超预期”的原因，拥有五大类逾40种锂化合物及金属锂产品生产能力的赣锋锂业在公告中直言“产品售价超预期”。\n今年以来，得益于公司产品产销两旺，且销售均价同比上涨，赣锋锂业净利润增长迅速。第一季度，公司实现营收16.07亿元，同比增长48.94%；实现净利润4.76亿元，同比大增6046.30%。得益于产品售价超预期，且公司持有的Pilbara等金融资产公允价值增长，赣锋锂业上修半年度业绩至预盈13亿元至16亿元。\n再看天齐锂业，作为以锂为核心的新能源材料企业，公司拥有合计约4.48万吨/年的锂化工产品产能。此外，还有4.8万吨/年氢氧化锂、2万吨/年电池级碳酸锂的在建项目，中期锂化工产品规划产能合计超过11万吨/年。\n2021年第一季度，天齐锂业实现营收9.04亿元，同比微降6.63%。彼时，天齐锂业在一季报中表示，在不考虑因SQM股价变动对领式期权公允价值波动等，无法合理预计的非经营性活动带来的影响背景下，预计上半年将亏损1.3亿元至2.5亿元。\n最新的半年度业绩预告修正公告显示，因SQM股价变动，公司持有的SQM的B类股领式期权业务产生的公允价值变动收益较预计增加，且公司主要锂化合物产品销量和销售均价预计增长，公司上修上半年净利润为预盈7800万元至1.16亿元，同比扭亏为盈。\n\n图片来源：国联证券研报\n“公司所处行业细分领域市场景气度不断提升，市场需求旺盛，公司销售订单饱满，产品供不应求，公司营收同比稳步增长；衢州硅片基地产能大幅释放，综合规模效益凸显。”立昂微在业绩预增公告中直言。\n2021年一季度立昂微实现营收4.62亿元，同比增长49.21%；实现净利润7579.45万元，同比增长133.38%。\n立昂微曾在一季报中预计上半年净利润将同比增长100%以上。而公司半年度业绩预告显示，预计上半年将实现净利润2.03亿元至2.15亿元，同比增长166.37至182.11%。\n在行业景气度持续提升背景下，金浦钛业、海洋王、四川美丰、精功科技等亦上修了半年度业绩预期。金浦钛业从预盈8660.29万元至9091.15万元，修正为预盈1.10亿元至1.15亿元。\n公司称，钛白粉市场持续回暖，钛白粉销售价格较上年同期涨幅较多；公司主营产品钛白粉量价齐升，推动公司净利润同比涨幅较多。而受益于专业领域LED等新光源对传统光源的替代，以及专业市场对节能降耗需求的日益增长等，海洋王上修上半年净利润为8549.52万元至9689.45万元，同比增长50%至70%。\n主营尿素、复合肥、氮氧化物还原剂等化工产品制造与销售的四川美丰表示，行业景气度持续提升下，公司部分主营产品市场价格较上年同期出现较大增长，盈利水平同比增幅明显。据此，公司将上半年业绩从预盈6500万元至8500万元，修正为预盈1.85亿元至2.15亿元，同比增长355.71%至429.61%。\n受益于公司碳纤维生产线产品交付进程的提速，精功科技亦将上半年净利润从预盈3500万元至5000万元，修正为预盈6500万元至7500万元，同比增长774.82%至909.41%。\n此外，江苏索普、南钢股份均曾在披露一季报时预计，上半年净利润将同比增长50%以上。而得益于公司主要产品醋酸及衍生品价格持续上涨，江苏索普业绩大幅上升，上半年预计实现净利润14.8亿元至15.3亿元，同比大增173倍至179倍；受益于今年以来钢材市场产销两旺，盈利明显好转，南钢股份上半年预计实现净利润约22.61亿元，同比增长约102.67%。\n投资“超预期”\n柘中股份、明牌珠宝等收获丰\n与前述企业不同，柘中股份、明牌珠宝上半年业绩预期上调得益于公司股权投资有所斩获。\n柘中股份通过私募股权基金参与的方式，对科技、医疗、半导体、消费、新能源、新材料、节能环保、高端装备、新能源汽车、TMT等领域多家高科技企业进行了股权投资。\n\n图片来源：公司公告\n上半年，柘中股份参与投资设立的苏民投君信（上海）产业升级与科技创新股权投资合伙企业（有限合伙）所投资的皓元医药、力芯微于6月在科创板上市。按照上述公司6月30日收盘市值测算，预计对公司本报告期损益影响金额较前期业绩预告出现大幅度增加。\n据此，柘中股份将上半年业绩从预盈6000万元至8000万元，修正为预盈2亿元至2.3亿元，同比增长82倍至94倍。其中，非经常性损益预计1.4亿元至1.8亿元。\n同样因投资而“赚得盆满钵满”的还有明牌珠宝，一季报时公司曾预计上半年实现净利润3500万元至5000万元。7月1日，明牌珠宝上修上半年业绩至预盈3.5亿元至4亿元，同比增长23倍至27倍，主要由于非经常性损益项目。\n\n图片来源：公司公告\n公告显示，明牌珠宝对瑞丰银行投资按公允价值变动计入当期损益核算，影响金额约3.43亿元。据悉，明牌珠宝全资子公司明牌卡利罗，持有瑞丰银行约5863.84万股股份，瑞丰银行于今年6月25日上市。\n此外，焦点科技也将上半年业绩从预盈9000万元至1.25亿元，修正为预盈1.15亿元至1.35亿元，同比增长141.15%至183.09%。业绩增长原因方面，除营业总收入约7.1亿元，同比预增约31%外，焦点科技上半年通过集中竞价的方式累计出售润和软件452.4万股，扣税后为公司带来净利润约2251.70万元。\n藏格控股从预盈3亿元至3.8亿元，调整为预盈3.9亿元至4.3亿元，同比增长374.91% 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