智通财经APP获悉,金风科技(02208)跌超3%,截至发稿,跌2.92%,报4.98港元,成交额3756.04万港元。
华源证券发布研报称,金风科技全年实现营业收入566.99亿元(同比+12.4%),实现归母净利润18.6亿元(同比+39.8%),扣非归母净利润17.8亿元(同比+38.3%),业绩略好于该行预期。总的来看,公司风电制造板块利润转正,发电板块由于资产减值有较大幅度下滑,但所得税相比上一年度减少约7.5亿元,使得归母净利润有明显增加。鉴于当前风电大型化速度趋于放缓、公司风机制造板块盈利能力触底回升,后续风机制造仍有进一步修复可能。
该行续指,风电机组及零部件全年收入389.2亿元(同比+18.2%),销售容量为16.05GW(同比+16.6%),国内、全球市场份额继续位列第一。国内风机大型化速度加快,6MW及以上风机占比超过60%(2023年同期45%)。板块整体毛利率为5.05%(同比下降1.36pct),其中24H2为5.7%(同比下降2.5pct)。但销售单价略有回升,全年销售单价2425元/kW(同比上升33元/kW)。设备板块已大幅减亏,分部全年利润总额约0.6亿元(2023年为-6.21亿元,未考虑分部间抵消)。
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