[摘要]
■事(shi)件(jian):諾德股(gu)份公(gong)布(bu)2016年(nian)年(nian)報,公(gong)司(si)實現(xian)營(ying)業(ye)收入(ru)20.02億元,同(tong)比增長(chang)13.90%;歸(gui)屬于上(shang)市公(gong)司(si)股(gu)東的凈利(li)潤2,648.22萬(wan)元,同(tong)比增長(chang)-83.51%;經營(ying)活動產生的現(xian)金流量凈額(e)4.36億元,同(tong)比增長(chang)1.31%。其中銅(tong)箔行(xing)業(ye)業(ye)務的收入(ru)約人民幣(bi)570.10億元,同(tong)比上(shang)升40.23%,占本集(ji)團(tuan)總收入(ru)的比例(li)為55.10%。本年(nian)度公(gong)司(si)不進行(xing)利(li)潤分配及轉(zhuan)增股(gu)本。
■聚焦鋰(li)(li)(li)電(dian)(dian)銅(tong)(tong)(tong)箔(bo)(bo),公(gong)(gong)(gong)司(si)營收(shou)毛(mao)利雙雙增長(chang)(chang):2016年(nian),公(gong)(gong)(gong)司(si)銅(tong)(tong)(tong)箔(bo)(bo)業(ye)務(wu)整體收(shou)入(ru)(ru)約15.38億元,同比(bi)增長(chang)(chang)約20.25%,占(zhan)公(gong)(gong)(gong)司(si)營業(ye)總收(shou)入(ru)(ru)的(de)78.00%;在銅(tong)(tong)(tong)箔(bo)(bo)加(jia)(jia)工(gong)(gong)費(fei)上(shang)(shang)漲(3.8至4.5萬(wan)(wan)元/噸)推動下(xia),銅(tong)(tong)(tong)箔(bo)(bo)業(ye)務(wu)毛(mao)利率從15年(nian)的(de)13.2%上(shang)(shang)升(sheng)至24.61%,同比(bi)增長(chang)(chang)86.72%,但縱向來(lai)看,目(mu)前銅(tong)(tong)(tong)箔(bo)(bo)加(jia)(jia)工(gong)(gong)費(fei)仍處(chu)(chu)于(yu)歷(li)史相對低位(wei),具有上(shang)(shang)升(sheng)的(de)空間。報告期(qi)內,公(gong)(gong)(gong)司(si)銅(tong)(tong)(tong)箔(bo)(bo)產(chan)(chan)(chan)(chan)(chan)銷(xiao)量分別1.99/2.01萬(wan)(wan)噸,同比(bi)增長(chang)(chang)16.97%/16.71%,產(chan)(chan)(chan)(chan)(chan)銷(xiao)量均領先于(yu)行業(ye)內其他廠商;銅(tong)(tong)(tong)箔(bo)(bo)庫存(cun)225.56噸,庫存(cun)減少36.64%。公(gong)(gong)(gong)司(si)銅(tong)(tong)(tong)箔(bo)(bo)業(ye)務(wu)的(de)穩步提升(sheng),主(zhu)要得益(yi)(yi)于(yu):1)近(jin)年(nian)來(lai)隨著我國鋰(li)(li)(li)電(dian)(dian)池(chi)產(chan)(chan)(chan)(chan)(chan)業(ye)、新能(neng)源汽(qi)車產(chan)(chan)(chan)(chan)(chan)業(ye)的(de)蓬勃發展(zhan),對鋰(li)(li)(li)電(dian)(dian)銅(tong)(tong)(tong)箔(bo)(bo)的(de)需求量穩步攀升(sheng)。公(gong)(gong)(gong)司(si)順(shun)勢而(er)為,緊緊抓住新能(neng)源汽(qi)車及鋰(li)(li)(li)電(dian)(dian)池(chi)產(chan)(chan)(chan)(chan)(chan)業(ye)爆發的(de)機遇,集中(zhong)資源和精力加(jia)(jia)大(da)對鋰(li)(li)(li)電(dian)(dian)銅(tong)(tong)(tong)箔(bo)(bo)主(zhu)營地投入(ru)(ru)和布局。根據年(nian)報披露,目(mu)前公(gong)(gong)(gong)司(si)的(de)兩大(da)銅(tong)(tong)(tong)箔(bo)(bo)生產(chan)(chan)(chan)(chan)(chan)基地(青海電(dian)(dian)子、惠州聯(lian)合(he)銅(tong)(tong)(tong)箔(bo)(bo))合(he)計已(yi)有每(mei)年(nian)30000噸的(de)產(chan)(chan)(chan)(chan)(chan)能(neng),公(gong)(gong)(gong)司(si)鋰(li)(li)(li)電(dian)(dian)銅(tong)(tong)(tong)箔(bo)(bo)產(chan)(chan)(chan)(chan)(chan)品(pin)市占(zhan)率超過30%,穩居市場第(di)一(yi);2)鋰(li)(li)(li)電(dian)(dian)銅(tong)(tong)(tong)箔(bo)(bo)制造行業(ye)具有較大(da)的(de)進(jin)(jin)入(ru)(ru)壁壘,首先核心(xin)設(she)(she)備陰(yin)極輥(gun)依賴進(jin)(jin)口,生產(chan)(chan)(chan)(chan)(chan)線從開工(gong)(gong)建設(she)(she)到投產(chan)(chan)(chan)(chan)(chan)周期(qi)約為一(yi)年(nian)半(ban),在位(wei)廠商具有較大(da)先發優(you)勢;3)銅(tong)(tong)(tong)箔(bo)(bo)價格與加(jia)(jia)工(gong)(gong)費(fei)處(chu)(chu)于(yu)上(shang)(shang)升(sheng)通道,未來(lai)上(shang)(shang)升(sheng)的(de)空間還很大(da),公(gong)(gong)(gong)司(si)業(ye)績將(jiang)因此受益(yi)(yi)。
中(zhong)(zhong)(zhong)(zhong)證(zheng)網(wang)(wang)聲明:凡(fan)本(ben)網(wang)(wang)注明“來源:中(zhong)(zhong)(zhong)(zhong)國證(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)(zhong)證(zheng)網(wang)(wang)”的(de)所有(you)作(zuo)(zuo)品(pin),版權(quan)均(jun)屬于中(zhong)(zhong)(zhong)(zhong)國證(zheng)券(quan)(quan)報(bao)(bao)、中(zhong)(zhong)(zhong)(zhong)證(zheng)網(wang)(wang)。中(zhong)(zhong)(zhong)(zhong)國證(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)(zhong)證(zheng)網(wang)(wang)與作(zuo)(zuo)品(pin)作(zuo)(zuo)者聯合聲明,任何組(zu)織(zhi)未經中(zhong)(zhong)(zhong)(zhong)國證(zheng)券(quan)(quan)報(bao)(bao)、中(zhong)(zhong)(zhong)(zhong)證(zheng)網(wang)(wang)以及(ji)作(zuo)(zuo)者書面授權(quan)不(bu)(bu)得轉載(zai)、摘編或利用(yong)(yong)其(qi)(qi)它方(fang)式使用(yong)(yong)上述作(zuo)(zuo)品(pin)。凡(fan)本(ben)網(wang)(wang)注明來源非(fei)中(zhong)(zhong)(zhong)(zhong)國證(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)(zhong)證(zheng)網(wang)(wang)的(de)作(zuo)(zuo)品(pin),均(jun)轉載(zai)自其(qi)(qi)它媒體,轉載(zai)目的(de)在于更好服務讀者、傳遞信息(xi)之需,并不(bu)(bu)代表本(ben)網(wang)(wang)贊(zan)同其(qi)(qi)觀點,本(ben)網(wang)(wang)亦(yi)不(bu)(bu)對(dui)其(qi)(qi)真實性負責,持異議者應(ying)與原(yuan)出(chu)處單位(wei)主張權(quan)利。
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