博深股份8月19日晚發布2024年上半年業績報告。公司上半年實現營業收入7.97億元,同比增長8.40%;實現歸屬于上市公司股東的凈利潤1.1億元,同比增長165.79%。
分板塊來看,公司金剛石工(gong)(gong)具(ju)板(ban)塊合并實(shi)現營(ying)業收入2.12億元(yuan),同(tong)比增長3.00%;實(shi)現歸屬于(yu)上市公司(si)股東的凈(jing)利潤(run)3284.78萬元(yuan),同(tong)比增長22.32%。該類產(chan)(chan)(chan)品(pin)主要(yao)應用于(yu)建筑施工(gong)(gong)、裝修等領(ling)域,目前國內需求不足。公司(si)發(fa)揮(hui)泰國生產(chan)(chan)(chan)基地與美國先鋒子公司(si)的產(chan)(chan)(chan)銷(xiao)布(bu)局優勢,保持(chi)北美市場(chang)訂(ding)單的穩(wen)(wen)定增長,從而保持(chi)了該板(ban)塊經營(ying)的基本穩(wen)(wen)定,盈(ying)利能力有所提升。
涂附磨具板(ban)(ban)(ban)塊(kuai)(kuai)是公司(si)規模最大的業(ye)務板(ban)(ban)(ban)塊(kuai)(kuai),營業(ye)收入(ru)占比(bi)超過一半(ban)以上(shang)。上(shang)半(ban)年,公司(si)涂(tu)附磨具(ju)板(ban)(ban)(ban)塊(kuai)(kuai)合并(bing)實(shi)現營業(ye)收入(ru)4.26億元(yuan),同比(bi)增長了6.78%,實(shi)現歸屬(shu)于上(shang)市公司(si)股東(dong)的凈(jing)利潤3954.46萬(wan)元(yuan),同比(bi)增長146.87%。2024年上(shang)半(ban)年,涂(tu)附磨具(ju)產(chan)品需求穩定增長,原(yuan)材料價格(ge)同比(bi)有所較(jiao)低,金牛研(yan)磨子公司(si)盈利能力持續提(ti)升。
公(gong)(gong)司(si)軌道(dao)交通(tong)裝(zhuang)備(bei)(bei)零部件板塊(kuai)的(de)(de)(de)主要業(ye)(ye)務是高速列車(che)(che)制動(dong)(dong)(dong)(dong)閘(zha)(zha)片的(de)(de)(de)研發、生(sheng)產和(he)銷售(shou)(shou),以及(ji)(ji)(ji)海緯機車(che)(che)子公(gong)(gong)司(si)的(de)(de)(de)動(dong)(dong)(dong)(dong)車(che)(che)組(zu)制動(dong)(dong)(dong)(dong)盤(pan)(pan)(pan)、內燃機氣(qi)缸(gang)蓋等產品(pin)的(de)(de)(de)研發、生(sheng)產和(he)銷售(shou)(shou)。去年中(zhong)標的(de)(de)(de)十萬片動(dong)(dong)(dong)(dong)車(che)(che)組(zu)閘(zha)(zha)片訂單主要交貨期在(zai)今年上(shang)半年,閘(zha)(zha)片業(ye)(ye)務營(ying)業(ye)(ye)收入較(jiao)(jiao)去年同(tong)(tong)期增(zeng)長(chang)約(yue)300%,較(jiao)(jiao)去年同(tong)(tong)期大(da)幅(fu)減虧。動(dong)(dong)(dong)(dong)車(che)(che)組(zu)制動(dong)(dong)(dong)(dong)盤(pan)(pan)(pan)業(ye)(ye)務方面,在(zai)社會運(yun)行恢復常態化的(de)(de)(de)2023年上(shang)半年,動(dong)(dong)(dong)(dong)車(che)(che)組(zu)列車(che)(che)制造及(ji)(ji)(ji)維保(bao)需求對于(yu)制動(dong)(dong)(dong)(dong)盤(pan)(pan)(pan)的(de)(de)(de)采購(gou)較(jiao)(jiao)為集中(zhong),2024年上(shang)半年制動(dong)(dong)(dong)(dong)盤(pan)(pan)(pan)生(sheng)產任(ren)務及(ji)(ji)(ji)發貨均繼續保(bao)持(chi)較(jiao)(jiao)高水(shui)平,但營(ying)業(ye)(ye)收入同(tong)(tong)比略有降低。公(gong)(gong)司(si)軌道(dao)交通(tong)裝(zhuang)備(bei)(bei)板塊(kuai)合并實現營(ying)業(ye)(ye)收入1.41億元,同(tong)(tong)比增(zeng)長(chang)22.41%;實現歸屬于(yu)上(shang)市公(gong)(gong)司(si)股東的(de)(de)(de)凈利潤2900.78萬元,同(tong)(tong)比增(zeng)長(chang)0.25%。