2022年上半年上市公司骨料业务综合点评

2022-09-28 10:09:04

据不完全统计,目前A股主板和港股上市公司具有骨料业务的公司约有22家,其中披露具体骨料收入的上市公司有13家。

一、八成以上公司骨料收入增长 产能扩张是主要原因

2022年上半年,13家上市公司共计实现骨料收入总额65.36亿元,同比增长35.13%。其中,骨料收入超过5亿元的有5家,合计55.39亿元,占13家上市公司骨料收入总额的84.75%。天山股份的骨料收入为24.23亿元,居于首位,而塔牌集团骨料收入最少,仅0.1亿元。

从骨料收入变动情况来看,八成以上公司骨料收入增长。2022年上半年仅2家上市公司骨料收入同比减少,分别是宁夏建材(-35.6%)和塔牌集团(-59.89%),其余11家上市公司骨料收入同比增长,其中湖南发展(111.83%)、万年青(112.57%)和西部水泥(74.2%)的骨料收入增速超过50%。具体而言,2021年和2022年上半年的产能扩张是营收增长的主要原因。

表1:2020-2022年上半年13家上市公司的骨料收入情况(单位:亿元,%)

数据来源:水泥大数据(https://data.ccement.com/)

All can be viewed after purchase
Correlation

In October, with the gradual decline of the national temperature, the northern project came to an end, and there was a small-scale rush to work in some areas, while the southern construction activities increased, the demand warmed up, and the shipment volume increased slightly. On the supply side, a number of sand and gravel aggregate projects have been successfully put into operation, production capacity has been released rapidly, sand and gravel prices have stopped falling slightly, and have entered a narrow range of volatility.

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