大全能源(688303.SH)業績快報：2021年度淨利潤升448.56%至57.24億元
格隆匯2月28日丨大全能源(688303.SH)發佈2021年度業績快報，實現營業收入108.32億元，同比增長132.23%；歸屬於上市公司股東的淨利潤57.24億元，同比增長448.56%；扣除非經常性損益後歸屬於上市公司股東的淨利潤57.07億元，同比增長447.79%；基本每股收益3.25元。
業績增長的主要原因為：2021年，受益於國家“雙碳”政策的持續推進，整體光伏市場持續增長，下游單晶硅片企業擴產提速、對高品質多晶硅需求增長明顯，而高純多晶硅料環節整體供應緊缺，因此使得多晶硅市場價格持續上漲。
報吿期內，公司現有產線保持滿負荷生產。此外三期B階段擴建項目已於2021年12月建成並於當月產出1,111噸硅料，因此全年實現高純硅料產量8.66萬噸，較去年同期有所增加。硅料市場持續緊俏，因此公司全年實現銷量7.54萬噸，較去年同期有所增加，公司實現業績顯著增長。2021年12月由於下游硅片廠商進行庫存調整、採購需求有所下降，多晶硅價格略有調整，訂單談判週期變長。因此12月發貨較慢、公司期末庫存較高。2022年1月開始市場迅速回暖、硅料價格企穩回升，公司庫存下降至正常水平。公司成本優勢明顯，2021年前三季度單位成本變動不大，第四季度單位成本有所上升，是由於原材料工業硅粉價格上漲所致。2021年第四季度，公司工業硅粉採購均價約54.76元/千克，環比上漲208.82%，2022年1月開始，工業硅粉價格迅速回落，目前市場價格約25元/千克含税。2021年公司多晶硅產銷情況如下：
注：單位成本為銷售成本，包括銷售運費等。
總資產較本報吿期初增長149.65%，主要系：1)硅料銷售價格及毛利大幅上漲、公司業績提升，資金狀況轉好，2)本年度首次公開發行股票的募集資金到賬，3)三期B階段多晶硅擴產項目在年底建成投產、在建工程餘額大幅增加。
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