中伟新材(02579.HK)预计上半年归母净利润同比增长70.58%-84.23%

智通财经
Jul 13
【中伟新材(02579.HK)预计上半年归母净利润同比增长70.58%-84.23%】智通财经APP讯,中伟新材(02579.HK)发布公告,预计2026年半年度取得归属于上市公司股东的净利润12.5亿元-13.5亿元,比上年同期增长70.58%-84.23%。报告期内,公司抢抓全球新能源产业高景气发展机遇,并依托在电池材料领域的龙头地位,镍系、钴系、磷系、钠系等核心产品合计销量突破25万吨。分板块看,三元前驱体上半年销量同比增长超过50%,综合毛利率保持平稳,行业领军地位进一步夯实;磷系材料销量同比增长超过25%,盈利弹性显著释放,成功实现扭亏为盈;钠电前驱体材料销量维持高增长趋势,持续保持行业领先地位。此外,公司上游资源布局成效卓著,红土镍矿投资收益稳步增厚;印尼火法镍冶炼项目凭借成本优势,有效对冲当地政策变动,维持优异盈利水准。整体而言,公司“资源+冶炼+材料”全产业链一体化优势持续深化,各业务板块协同发力,共同构筑起公司经营的安全边际与抗周期韧性。

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