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- LiandzLiandz
  ·2023-09-11
  垃圾股
  协鑫科技(03800)6月硅料快速降价影响二季度利润表现（繁体版）
  颗粒硅产能爬坡及生产工艺优化效果显著：上半年公司多晶硅产量约11.1万吨，外销10.1万吨，不含税均价124元每公斤，其中颗粒硅产量8.2万吨，外销6.5万吨，产销均实现同比大幅增长，乐山基地生产成本到7月已降至35.7元每公斤，处于行业领先水准。
  协鑫科技(03800)6月硅料快速降价影响二季度利润表现（繁体版）
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{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协鑫科技(03800)6月硅料快速降价影响二季度利润表现（繁体版）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 17:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309071730198233aacd&s=b><strong>第一上海</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硅料降价与减值影响业绩：上半年整体收入209.5亿元人民币(下同)，同比增长41.8%，增长贡献主要来自乐山及包头颗粒硅产出释放；综合毛利率同比降低6个百分点至41.9%，主要因为期内多晶硅价格下降所致；归母净利润同比减少21.9%至55.2亿元，2Q23单季度收入约97.6亿元，环比减少13%，利润约14.3亿元，环比减少65%，6月徐州棒状硅产能置换计提减值约8亿元影响。颗粒硅产能爬坡及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309071730198233aacd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1610":"ETF&股票定投概念","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1594":"碳中和概念股","BK1169":"半导体设备","BK1554":"光伏太阳能股","03800":"协鑫科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309071730198233aacd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2365683105","content_text":"硅料降价与减值影响业绩：上半年整体收入209.5亿元人民币(下同)，同比增长41.8%，增长贡献主要来自乐山及包头颗粒硅产出释放；综合毛利率同比降低6个百分点至41.9%，主要因为期内多晶硅价格下降所致；归母净利润同比减少21.9%至55.2亿元，2Q23单季度收入约97.6亿元，环比减少13%，利润约14.3亿元，环比减少65%，6月徐州棒状硅产能置换计提减值约8亿元影响。颗粒硅产能爬坡及生产工艺优化效果显著：上半年公司多晶硅产量约11.1万吨，外销10.1万吨，不含税均价124元每公斤，其中颗粒硅产量8.2万吨，外销6.5万吨，产销均实现同比大幅增长，乐山基地生产成本到7月已降至35.7元每公斤，处于行业领先水准。三大基地颗粒硅有效产能已达28万吨，市占率提升至15%以上，四季度呼和浩特专案投产后颗粒硅总产能将达到40万吨，同时未来单模组产能有望由现在的2万吨提升至6万吨，大幅提升模组化建设效率，有望实现单位产能投资额下降30%。品质持续提升，N型应用短板改善：目前公司量产颗粒硅总金属杂质含量小于0.5ppbw的比例已达到70%，预计短期内有望提升至85%，颗粒硅拉制N型单晶棒头部少子电阻比的衰减率也优于同期致密料产品，足以匹配N型料要求。同时公司在颗粒硅的N型应用短板优化方面持续改进，浊度控制能力明显提升，截至7月已实现低于120NTU浊度的颗粒硅产品较年初提升140%，有望逐步解决高比例投料时粉体含量过高的负面影响。下调目标价至2.65港元，维持买入评级：尽管多晶硅料价格仍将整体处于低价区间，我们仍看好颗粒硅在成本控制和品质提升方面的持续精进，以实现N型产品比例的逐步提升，综上考虑我们相应调整公司2023-2025年收入和利润预测以反映颗粒硅产量释放以及低成本优势的显现，预计公司2023-2025年净利润为77/66/69亿元(前值137/155/159亿元)，下调未来十二个月目标价至2.65港元，对应2023-2025年8.0/9.4/9.0倍预测市盈率，维持买入评级。风险提示：投产进度不及预期","news_type":1},"isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}