本报记者 邢 萌
进入10月份,上市公司陆续披露三季报预告。Wind资讯数据显示,截至10月14日,共有209家深市上市公司发布2022年前三季度业绩预告,其中197家业绩预喜(含续盈、略增、预增、扭亏),占比94%,主要分布于电子、基础化工、电力设备等制造业领域。
市场人士表示,总体上,业绩预喜的深市公司汇集了行业龙头和细分领域领军企业,新能源等绿色低碳产业表现尤为突出,增长势头强劲,业绩表现亮眼,资产质量持续提升。
业绩稳中向好
龙头公司增势明显
整体来看,已披露三季报预告的深市上市公司业绩保持稳定增长态势,尤其是龙头企业的业绩表现尤为亮眼。
据Wind资讯数据,从业绩预告类型来看,前述197家业绩预喜公司中,有111家预增,占比56%;64家略增,占比32%;另有17家扭亏,5家续盈。
从市值来看,截至10月14日,在上述197家公司中,共有12家为千亿元市值龙头,其中,有5家预计前三季度归母净利润同比增幅超100%。
具体来看,预计前三季度归母净利润为165亿元至180亿元,比上年同期增长112.87%至132.22%;预计前三季度归母净利润为80.52亿元至82.57亿元,同比增长28.32%至31.58%;预计前三季度归母净利润为44.2亿元至45.7亿元,同比增长146%至154%。
以宁德时代为例,预计第三季度归母净利润为88亿元至98亿元,同比增长169.33%至199.94%。以此计算,公司预计第三季度的单季度净利润已超过第一季度与第二季度之和。
对于业绩增长的原因,宁德时代表示,随着国内外新能源行业快速发展,动力电池及储能产业的市场持续增长。公司不断推出行业领先的产品解决方案,加强市场开拓力度,加之前期布局的产能释放,产销量明显提升,推动公司全球市场地位持续领先的同时,也实现了盈利规模的快速增长。
研报显示,盈利方面,预计宁德时代三季度动力毛利率达17%至18%,高于一季度的15%,预计四季度盈利能力将进一步提升。
制造业展现韧性和活力
新能源产业快速发展
从前三季度业绩预告情况来看,以制造业为代表的实体企业表现出较强韧性和活力。分行业来看,前述197家业绩预喜公司主要来自制造业,主要分布于电子、基础化工、电力设备、有色金属、医药生物等五大行业。
受新能源行业高景气影响,相关企业预计三季报业绩亮眼。除宁德时代外,锂电龙头企业、等业绩表现突出。天齐锂业预计前三季度净利润152亿元至169亿元,同比增长2768.96%至3089.83%;赣锋锂业预计前三季度归母净利润为143亿元至153亿元,同比增长478.29%至518.73%。
天齐锂业表示,公司预计报告期内营业收入较上年同期大幅上升,主要原因系受益于全球新能源汽车景气度提升,锂离子电池厂商加速产能扩张,下游正极材料订单回暖等多个积极因素的影响,报告期内公司主要锂产品的销量和销售均价较上年同期均明显增长。
赣锋锂业称,随着新能源行业的快速发展,市场对锂盐产品的需求持续增长,锂盐产品的价格维持在较高水平,公司锂盐产品销量和销售均价同比增长,公司锂电池板块新建项目陆续投产、产能逐步释放,因此公司的经营性业绩同比大幅增长。
分析人士认为,深市新能源全产业链优势明显,在锂矿资源、锂电池化学材料、新能源汽车、新能源电力、环保、废物资源利用等绿色产业链中均占重要地位。新能源产业长期向好势头强劲,未来发展空间巨大。
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