福萊特玻璃(06865.HK)上半年淨利潤達10.85億元 營收96.78億元再創新高
格隆匯8月28日丨福萊特玻璃(06865.HK)公佈中期業績，截至2023年6月30日止六個月，隨着硅料產量的加速釋放，光伏產業鏈的供給瓶頸得到大幅緩解，刺激下游裝機量需求進一步增長。集團受益於光伏玻璃市場需求持續增長及集團新增產能釋放，營業收入再創新高。截至2023年6月30日止六個月，集團營業收入約為人民幣96.784億元，較2022年同期的人民幣73.045億元增長32.50%。另一方面，2022年行業新增產能較多，導致今年上半年依然處於供給增加狀態，光伏玻璃行業的競爭態勢依然比較激烈。2023年第一季度，由於光伏玻璃的各項成本均處於高位運行，集團整體的盈利水平有所壓縮。2023年第二季度隨着主要原材料和燃料端價格的適度回落，盈利水平稍有改善。截至2023年6月30日止六個月，集團淨利潤為人民幣10.854億元，較2022年同期的人民幣10.027億元增加8.25%。
截至2023年6月30日止六個月，集團銷售收入人民幣96.784億元，較2022年同期73.045億元增長32.50%。其中，光伏玻璃銷售收入87.869億元，較2022年同期64.681億元增長35.85%，主要由於光伏玻璃新增產能釋放導致銷售數量的增長，平均銷售價格的下降抵消了部分增長。在銷售區域方面，至2023年6月30日止六個月，中國大陸銷售收入75.191億元，較2022年同期58.965億元增長27.52%；海外銷售收入21.593億元，較2022年同期14.080億元增長53.36%。2023年上半年，海外區域銷售收入較中國大陸區域呈現較快增長，主要由於海外市場需求增加，導致海外銷量增加所致。
公吿稱 由於光伏行業蓬勃發展，大尺寸玻璃和薄片玻璃的滲透率不斷提升，目前集團安徽生產基地的四期項目已經在建設中。同時，集團擬在江蘇省南通市建設四座日熔化量為1,200噸的光伏玻璃窯爐，目前此項目已通過聽證會審批，正在加快建設。
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