事件：公司发布FY26H1业绩报告（截至25年12月31日的六个月）。报告期内收入实现372.21亿元（同比+11.2%），归母净利润为19.66亿元（同比+318.8%）。点评：量价同步改善，盈利稳步提升。根据我们拆分，报告期内公司销量实现1240万吨（同环比分别+100/+230万吨），均价为3002元/吨（同环比分别+66/+54元/吨），剔除汇兑损失后单吨盈利为160元/吨（同环比分+...
Source Link事件：公司发布FY26H1业绩报告（截至25年12月31日的六个月）。报告期内收入实现372.21亿元（同比+11.2%），归母净利润为19.66亿元（同比+318.8%）。点评：量价同步改善，盈利稳步提升。根据我们拆分，报告期内公司销量实现1240万吨（同环比分别+100/+230万吨），均价为3002元/吨（同环比分别+66/+54元/吨），剔除汇兑损失后单吨盈利为160元/吨（同环比分+...
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