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...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

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:
  哇

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1133530572?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","is_english":false,"pubTime":"2021-07-18 15:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1133530572","market":"sh","top_or_hot":-1,"title":"太强了！逾20家A股公司上修上半年业绩预期！","media":"上海证券报","content":"<div>\n<p>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...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DNtGU0-Cuwz2GXAhrrx7Ag\">Source Link</a>\n\n</div>\n","source":"shzqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>太强了！逾20家A股公司上修上半年业绩预期！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n太强了！逾20家A股公司上修上半年业绩预期！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 15:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/DNtGU0-Cuwz2GXAhrrx7Ag><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DNtGU0-Cuwz2GXAhrrx7Ag\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"399006","symbol_name":"创业板指","start_time":0,"source_url":"https://mp.weixin.qq.com/s/DNtGU0-Cuwz2GXAhrrx7Ag","article_id":"1133530572","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d"],"rights":{"source":"shzqb","url":"https://mp.weixin.qq.com/s/DNtGU0-Cuwz2GXAhrrx7Ag","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1133530572","pubTimestamp":1626592326,"columns":[],"sourceInfo":{"source_id":"shzqb","name":"上海证券报"},"weMediaInfo":null,"summary":"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","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"translate_title":"It's too strong! 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% 至403.11%。业绩增长原因方面，除公司产品碳酸锂量价齐升及氯化钾售价提升，增厚营收净利外，公司长期股权投资确认投资收益2.1亿元（包含西藏巨龙铜业计提担保预期信用损失转回）。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":173185538,"gmtCreate":1626646723924,"gmtModify":1703762499308,"author":{"id":"3559208057459550","authorId":"3559208057459550","name":"YALING","avatar":"https://static.tigerbbs.com/6f6bb5f03ea8926a3b983ae80b170b46","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3559208057459550","authorIdStr":"3559208057459550"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173185538","repostId":1133530572,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5275875,"gmtCreate":1626816234906,"gmtModify":1663231231033,"authorId":3559247438203174,"author":{"id":3559247438203174,"idStr":"3559247438203174","authorId":3559247438203174,"name":"Kenwong","avatar":"https://static.tigerbbs.com/93b2d674a493c8d51713045ce00a3054","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173185538,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"}],"langContent":"CN"},{"id":173973868,"gmtCreate":1626608998454,"gmtModify":1703762288182,"author":{"id":"3571552996196002","authorId":"3571552996196002","name":"BabyShark222","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3571552996196002","authorIdStr":"3571552996196002"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173973868","repostId":1133530572,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":173929399,"gmtCreate":1626603019611,"gmtModify":1703762246905,"author":{"id":"4087176588976590","authorId":"4087176588976590","name":"雷鸟","avatar":"https://static.tigerbbs.com/6a768051b2308514dc4c340afd775767","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087176588976590","authorIdStr":"4087176588976590"},"htmlText":"[財迷]&nbsp;[財迷]&nbsp;[財迷]&nbsp;","listText":"[財迷]&nbsp;[財迷]&nbsp;[財迷]&nbsp;","text":"[財迷] [財迷] [財迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173929399","repostId":1133530572,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5256000,"gmtCreate":1626645917113,"gmtModify":1663231131754,"authorId":4088224193031600,"author":{"id":4088224193031600,"idStr":"4088224193031600","authorId":4088224193031600,"name":"收钱收到手软","avatar":"https://static.tigerbbs.com/2859fe73a974058ef39a8a0a9feeee93","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173929399,"type":1,"supId":5254282,"prevId":0,"content":"哇哇","text":"哇哇","html":"哇哇"},{"id":5254282,"gmtCreate":1626604603327,"gmtModify":1663231125741,"authorId":4088486148195180,"author":{"id":4088486148195180,"idStr":"4088486148195180","authorId":4088486148195180,"name":"SiewMin","avatar":"https://static.tigerbbs.com/bdadce02a5edb43972e5ffb82eee9333","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173929399,"type":1,"supId":0,"prevId":0,"content":"哇","text":"哇","html":"哇"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":78,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1133530572"}