永鼎股份(600105.SH):11.4億美元“孟加拉國家電網”項目順利開工建設、3.3億美元庫爾納電站即將完工
格隆匯3月15日丨永鼎股份(600105.SH)公佈,2021年,公司緊緊圍繞“光電交融、協同發展”的戰略佈局,以創新為主線,持續推進企業高質量發展;順應國家戰略大勢,搶抓發展機遇,佈局“十四五”產業規劃;光電產業優勢互補,發揮協同效應。根據公司披露的《2021年年度業績預盈公吿》,預計2021年年度實現歸屬於上市公司股東的淨利潤為11000萬元至16000萬元,扣除非經常性損益後歸屬於上市公司股東的淨利潤為3000萬元至6000萬元。公司實現扭虧為盈,經營業績表現良好。
2021年,在光通信領域,公司先後成立了蘇州鼎芯光電科技有限公司、成都鼎集信息技術有限公司,完成了從芯片到器件到模塊最終系統集成的全產業鏈佈局;同時,公司的5G技術應用也實現了較大突破。
在電力電能領域,11.4億美元“孟加拉國家電網”項目順利開工建設;3.3億美元庫爾納電站即將完工;超導限流器通過驗收並獲國際先進新產品鑑定、超導電纜通過省重大技術攻關驗收。
在新能源領域,汽車線束業務起步良好,獲得包括華為項目、小桔項目、上汽大眾項目、華人運通電動車高壓整車線束項目、美國康明斯部分項目、上汽通用部分項目等在內的多個項目定點。2021年通過了蔚來汽車、智己汽車、滴滴汽車、嵐圖汽車、遠景新能源等客户的體系認可,成為其供應鏈清單中的重要成員,並爭取到了滴滴汽車、嵐圖汽車和遠景新能源的新項目開發業務。
此外,公司擬斥資12.5億元建設“高端海纜陸纜及系統配套項目”,以滿足海上風電、海洋油氣、海洋勘探等作業需求,響應國家雙碳目標及海洋發展等國家戰略實施。
未來,公司將在光通信產業上完善5G光模塊、光芯片、光器件等相關產業鏈佈局,同時還繼續鞏固推進海外電力工程市場,積極佈局新能源汽車線束和高壓、超高壓電纜市場,全面推進新能源業務,推動超導產業化,努力培育新的增長點。2022年1-2月,公司經營業績穩中向好,高質量發展取得新成效。
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