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索通发展(603612):二季度业绩表现亮眼 预焙阳极盈利能力环比继续提升
Xin Lang Cai Jing· 2025-08-23 00:28
利润5.23 亿元,同比+1568.52%。公司于25Q2 实现营收45.64 亿元,环比+21.97%;实现归母净利润 2.79 亿元,环比+14.00%。公司二季度业绩落在此前业绩预告偏上限的位置,业绩表现亮眼,尤其是在 二季度石油焦和预焙阳极价格有所调整的背景下,单吨预焙阳极利润环比还有所提升。 预焙阳极产能及产销量数据方面:公司目前预焙阳极总产能346 万吨。今年上半年,公司实现预焙阳极 产量176.05 万吨,同比+12.23%,实现预焙阳极销量169.01 万吨,同比+9.82%,其中出口销售44.56 万 吨,同比+13.18%,国内销售124.45 万吨,同比+8.66%。预计公司预焙阳极将会保持满产满销的状态。 锂电负极产能及产销量数据方面:今年上半年,公司实现锂电负极产品产量4.29 万吨,同比+84.91%, 实现锂电负极产品销量4.40 万吨,同比+120.00%。 上半年公司锂电负极业务总体预计仍呈现亏损的状态,但亏损幅度在逐步收窄,未来将有望实现扭亏为 盈。 新项目建设稳步推进中:公司与吉利百矿合资的广西年产60 万吨预焙阳极项目目前工厂土建主体建设 工作已基本完成,力争2025 ...
索通发展(603612):半年报点评:二季度业绩表现亮眼,预焙阳极盈利能力环比继续提升
Guoxin Securities· 2025-08-22 08:07
证券研究报告 | 2025年08月22日 索通发展(603612.SH)——半年报点评 优于大市 二季度业绩表现亮眼,预焙阳极盈利能力环比继续提升 公司发布半年报:上半年实现营收 83.06 亿元,同比+28.28%;实现归母净 利润 5.23 亿元,同比+1568.52%。公司于 25Q2 实现营收 45.64 亿元,环比 +21.97%;实现归母净利润 2.79 亿元,环比+14.00%。公司二季度业绩落在 此前业绩预告偏上限的位置,业绩表现亮眼,尤其是在二季度石油焦和预焙 阳极价格有所调整的背景下,单吨预焙阳极利润环比还有所提升。 预焙阳极产能及产销量数据方面:公司目前预焙阳极总产能 346 万吨。今年 上半年,公司实现预焙阳极产量 176.05 万吨,同比+12.23%,实现预焙阳极 销量 169.01 万吨,同比+9.82%,其中出口销售 44.56 万吨,同比+13.18%, 国内销售 124.45 万吨,同比+8.66%。预计公司预焙阳极将会保持满产满销 的状态。 | 证券分析师:刘孟峦 | 证券分析师:杨耀洪 | | --- | --- | | 010-88005312 | 021-60933 ...
索通发展上半年净利润增逾15倍
Zheng Quan Shi Bao· 2025-08-20 18:29
Core Viewpoint - The company, Suotong Development, reported significant growth in its financial performance for the first half of 2025, driven by increased demand and rising prices in the prebaked anode market, alongside expansion in production capacity [1][2]. Financial Performance - The company achieved operating revenue of 8.306 billion yuan, a year-on-year increase of 28.28% [1] - The net profit attributable to shareholders reached 523 million yuan, reflecting a remarkable year-on-year growth of 1568.52% [1] - Basic earnings per share were reported at 1.05 yuan [1] - A cash dividend of 2.1 yuan per 10 shares (tax included) is proposed [1] Production and Sales - Prebaked anode production totaled 1.7605 million tons, up 12.23% year-on-year [1] - Sales of prebaked anodes reached 1.6901 million tons, an increase of 9.82% year-on-year [1] - Export sales of prebaked anodes were 445,600 tons, growing by 13.18% [1] - Domestic sales of prebaked anodes amounted to 1.2445 million tons, with an increase of 8.66% [1] - Lithium battery anode production was 42,900 tons, up 84.91% year-on-year [1] - Sales of lithium battery anodes reached 44,000 tons, a growth of 120.00% [1] - Capacitor production was 775 million units, increasing by 3.52% [1] - Sales of capacitors were 788 million units, reflecting an 8.47% increase [1] Capacity Expansion - The company is progressing with a joint venture project in Guangxi for 600,000 tons of prebaked anodes, with construction nearing completion [2] - A joint venture project in Jiangsu for 320,000 tons of prebaked anodes is also underway, aimed at meeting Southeast Asian market demand [2] - The company signed a joint development agreement with EGA for its first overseas prebaked anode project [2] Technological Development - The company is exploring solid-state battery technology, having signed a technical development contract with Beijing Institute of Technology for sulfide solid electrolyte and silicon-based anode interface technology [2] - Previous collaborations with Beijing Institute of Technology have led to the development of silicon-carbon and silicon-oxygen composite anode materials, resulting in patent applications [2] - The company has completed small-scale development of CVD silicon-carbon materials based on biomass carbon sources and is advancing research on resin-based carbon sources [2]
索通发展上半年净利润增逾15倍 主营产品量价齐升
Core Viewpoint - The company, Suotong Development, reported significant growth in its financial performance for the first half of 2025, driven by increased demand and rising prices in the prebaked anode market [1][2] Financial Performance - The company achieved a revenue of 8.306 billion yuan, representing a year-on-year increase of 28.28% [1] - The net profit attributable to shareholders reached 523 million yuan, showing a remarkable growth of 1568.52% [1] - Basic earnings per share were reported at 1.05 yuan [1] - A cash dividend of 2.1 yuan per 10 shares (including tax) is proposed [1] Production and Sales - The production of prebaked anodes reached 1.7605 million tons, an increase of 12.23% year-on-year [1] - Sales of prebaked anodes totaled 1.6901 million tons, up by 9.82% year-on-year [1] - Export sales of prebaked anodes were 445,600 tons, reflecting a growth of 13.18% [1] - Domestic sales amounted to 1.2445 million tons, increasing by 8.66% [1] - Lithium battery anode production was 42,900 tons, up 84.91% year-on-year, with sales reaching 44,000 tons, a 120% increase [1] - Capacitor production was 775 million units, a growth of 3.52%, with sales of 788 million units, increasing by 8.47% [1] Capacity Expansion - The company is progressing with a joint venture project in Guangxi for 600,000 tons of prebaked anodes, with construction nearing completion [2] - A joint venture project in Jiangsu for 320,000 tons of prebaked anodes is also underway, aimed at meeting Southeast Asian market demand [2] - The company signed a joint development agreement with EGA for its first overseas prebaked anode project [2] Technological Development - The company is exploring solid-state battery technology, having signed a technical development contract with Beijing Institute of Technology for sulfide solid electrolyte and silicon-based anode interface technology [2] - Previous collaborations with the same institute have led to the development of silicon-carbon and silicon-oxygen composite anode materials, resulting in patent applications [2] - The company has completed small-scale development of CVD silicon-carbon materials based on biomass carbon sources and is advancing research on resin-based carbon sources [2]
索通发展:上半年净利润同比增长1568.52% 拟10派2.1元
Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance and market demand [1] Financial Performance - The company achieved operating revenue of 8.306 billion yuan, representing a year-on-year increase of 28.28% [1] - The net profit attributable to shareholders reached 523 million yuan, showing a remarkable year-on-year growth of 1568.52% [1] - Basic earnings per share were reported at 1.05 yuan per share [1] Dividend Distribution - The company plans to distribute a cash dividend of 2.1 yuan per 10 shares (including tax) [1] Production and Sales Performance - The production of prebaked anodes reached 1.7605 million tons, an increase of 12.23% year-on-year [1] - Sales of prebaked anodes totaled 1.6901 million tons, up by 9.82% year-on-year, with exports accounting for 445,600 tons (up 13.18%) and domestic sales at 1.2445 million tons (up 8.66%) [1] - Lithium battery anode production was 42,900 tons, reflecting a year-on-year growth of 84.91%, with sales reaching 44,000 tons, a 120.00% increase [1] - Capacitor product production was 775 million units, up 3.52% year-on-year, with sales of 788 million units, an increase of 8.47% [1]