三聚環保業績預告點評:業績符合預期,能源凈化產品和服務是增長點
來源：國(guo)聯證券 閱讀：2119 更新時間(jian)：2014-01-23 09:48事件:公司(si)公布2013年(nian)業績預告,實(shi)(shi)(shi)現(xian)(xian)歸屬(shu)(shu)于(yu)上市(shi)公司(si)股東(dong)的(de)凈利(li)潤(run)(run)為20000萬元(yuan)(yuan)-21000萬元(yuan)(yuan),同(tong)比增長(chang)11.07%-16.63%,扣除非經常損益(yi)后的(de)凈利(li)潤(run)(run)較上年(nian)同(tong)期(qi)同(tong)比增長(chang)約為42.23%-49.46%,實(shi)(shi)(shi)現(xian)(xian)每股收益(yi)為0.4-0.42元(yuan)(yuan),符合(he)我(wo)們此前(qian)的(de)預期(qi)。我(wo)們此前(qian)預計(ji)公司(si)2013年(nian)實(shi)(shi)(shi)現(xian)(xian)歸屬(shu)(shu)于(yu)上市(shi)公司(si)股東(dong)的(de)凈利(li)潤(run)(run)為21463萬元(yuan)(yuan),實(shi)(shi)(shi)現(xian)(xian)EPS為0.42元(yuan)(yuan)。
點評:
全(quan)(quan)年業(ye)(ye)績符合(he)我們此前預期(qi),能源凈(jing)化(hua)(hua)(hua)(hua)產(chan)(chan)品(劑種(zhong))銷售(shou)和(he)(he)綜(zong)合(he)服(fu)務(wu)(wu)保持較快(kuai)增(zeng)長(chang)。2013年全(quan)(quan)年公(gong)(gong)司(si)(si)(si)的(de)(de)(de)(de)(de)業(ye)(ye)務(wu)(wu)收(shou)入主要來源于能源凈(jing)化(hua)(hua)(hua)(hua)產(chan)(chan)品銷售(shou)和(he)(he)綜(zong)合(he)服(fu)務(wu)(wu),業(ye)(ye)績增(zeng)長(chang)符合(he)我們此前判斷(duan)。在(zai)(zai)劑種(zhong)的(de)(de)(de)(de)(de)產(chan)(chan)品銷售(shou)方(fang)面(mian),隨著國(guo)家不(bu)斷(duan)加大汽柴油(you)產(chan)(chan)品質量升級,國(guo)四標準在(zai)(zai)全(quan)(quan)國(guo)的(de)(de)(de)(de)(de)不(bu)斷(duan)推(tui)行(xing),脫(tuo)硫(liu)催(cui)化(hua)(hua)(hua)(hua)劑需(xu)求繼續不(bu)斷(duan)釋放,帶(dai)來公(gong)(gong)司(si)(si)(si)產(chan)(chan)品的(de)(de)(de)(de)(de)穩定(ding)增(zeng)長(chang)。脫(tuo)硫(liu)凈(jing)化(hua)(hua)(hua)(hua)劑在(zai)(zai)石(shi)油(you)化(hua)(hua)(hua)(hua)工(gong)(gong)(gong)(gong)(gong)(gong)、煤(mei)化(hua)(hua)(hua)(hua)工(gong)(gong)(gong)(gong)(gong)(gong)等領(ling)(ling)域(yu)的(de)(de)(de)(de)(de)需(xu)求也實現了快(kuai)速(su)增(zeng)長(chang)。綜(zong)合(he)服(fu)務(wu)(wu)方(fang)面(mian),公(gong)(gong)司(si)(si)(si)集成煤(mei)化(hua)(hua)(hua)(hua)工(gong)(gong)(gong)(gong)(gong)(gong)、化(hua)(hua)(hua)(hua)工(gong)(gong)(gong)(gong)(gong)(gong)化(hua)(hua)(hua)(hua)肥(fei)等領(ling)(ling)域(yu)工(gong)(gong)(gong)(gong)(gong)(gong)業(ye)(ye)尾氣綜(zong)合(he)利用(yong)技(ji)術,通過(guo)向客(ke)戶提(ti)供工(gong)(gong)(gong)(gong)(gong)(gong)業(ye)(ye)尾氣制清潔能源全(quan)(quan)產(chan)(chan)業(ye)(ye)鏈一體化(hua)(hua)(hua)(hua)解決方(fang)案(an)及(ji)項目建(jian)設,取得了較好收(shou)益。在(zai)(zai)濕法脫(tuo)硫(liu)的(de)(de)(de)(de)(de)技(ji)術和(he)(he)業(ye)(ye)務(wu)(wu)拓展方(fang)面(mian),公(gong)(gong)司(si)(si)(si)完成鶴(he)壁寶馬(集團)有(you)限公(gong)(gong)司(si)(si)(si)甲醇生產(chan)(chan)裝置氣體凈(jing)化(hua)(hua)(hua)(hua)項目的(de)(de)(de)(de)(de)濕法脫(tuo)硫(liu)服(fu)務(wu)(wu),同時逐步優化(hua)(hua)(hua)(hua)濕法脫(tuo)硫(liu)的(de)(de)(de)(de)(de)工(gong)(gong)(gong)(gong)(gong)(gong)藝(yi),借(jie)助公(gong)(gong)司(si)(si)(si)市場優勢,通過(guo)煤(mei)化(hua)(hua)(hua)(hua)工(gong)(gong)(gong)(gong)(gong)(gong)、天然氣等領(ling)(ling)域(yu)形成的(de)(de)(de)(de)(de)固體脫(tuo)硫(liu)劑銷售(shou)網絡帶(dai)動濕法脫(tuo)硫(liu)業(ye)(ye)務(wu)(wu)拓展。
