天能动力(00819)发盈警 预期中期股东应占溢利同比减少约62%至66%

智通财经
Aug 07

智通财经APP讯,天能动力(00819)发布公告,根据目前可获得资料及本集团于截至2026年6月30日止6个月(有关期间)的综合管理账目的初步审阅,本公司预期本集团于有关期间整体收益较去年同期稍为下降约5%至8%,但股东应占溢利将较去年同期减少约62%至66%。

董事会认为上述预期收益变化主要由于本集团主动收缩贸易业务,惟制造业务较去年同期的收益增长约5%至9%。而上述预期盈利变化主要由于硫酸等上游原料价格高位运行,叠加下游行业竞争加剧及终端消费需求复苏不及预期,本公司主营业务毛利承受显著下行压力。与此同时,受中国内地先进制造业企业增值税加计抵减等政策调整影响,本公司其他收益较去年同期减少。结合上述因素,进一步收窄了本公司整体盈利区间。

然而,考虑到:本集团制造业务较去年同期的收益增长约5%至9%,核心业务铅蓄电池销量总体保持稳定,市场龙头地位及品牌、渠道和客户基础依然稳固;电池循环产业所形成的资源协同优势持续显现;及锂离子电池业务与海外市场拓展亦在稳步推进,董事会对本集团长期前景仍抱信心。

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