瓦克化学(Wacker Chemie AG)公布了2018年业绩。根据初步数据,该公司的营业额增长1%,达到49.8亿欧元。其化学和硅业务是公司业绩增长的主要驱动力。
但公司上一财年的EBITDA(息税折旧摊销前利润)下降了8%,仅为9.3亿欧元。公司表示其原因是太阳能市场的疲软和原材料成本大幅上涨。而位于田纳西州的查尔斯顿多晶硅工厂在2017年9月发生氢爆炸后生产暂时关闭,也对公司的业绩造成了重大的影响。同时,尽管有5.4亿欧元的折旧摊销,公司的EBIT(息税前利润)还是同比下降了8%,为3.9亿欧元。
数据显示,瓦克化学的多晶硅销售收入从2017年的11.2亿欧元下降至8.25亿欧元,降幅达27%。公司认为下降的主要原因是产量和价格的市场驱动压力,以及查尔斯顿工厂在年初的几个月停产,从12月初才开始逐渐恢复满负荷运转。
瓦克公司还指出了中国光伏补贴政策在近期的变化,强调其已经利用市场形势“增加库存,以便能够在未来迅速响应客户的需求”。
同时,公司希望其查尔斯顿工厂所获得的保险赔偿,能完全弥补现场维修工作及业务被中断所造成的损失,表示预计可以在2019年获得这些保险赔偿。
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