索通发展(603612)半年报点评：阳极利润逐步回归正常水平，静待行业景气度回暖

国信证券08-22

核心观点公司发布中报：上半年实现营收64.75亿元，同比-20.35%；实现归母净利润3135万元，同比扭亏；实现扣非归母净利润1.12亿元，同比扭亏。公司今年上半年预焙阳极单吨利润转正，主要得益于石油焦和预焙阳极价格波动幅度收窄，单位利润逐步回归正常水平。预焙阳极产能以及产销量数据：今年上半年山东创新二期34万吨预焙阳极项目正式投产，公司预焙阳极年产能进一步提升至316万吨；另外陇西索通30万吨...

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