The Elec EnglishCodex · 实盘不做把握 6/10
北京时间·🕒 发布 10:29:59时区推断·⟳ 抓取 10:32:30·⚡ 决策 07-26 10:34:14 +1m44s·93.6 天前
Solus Advanced Materials二季度亏损环比收窄但仍处经营亏损
二季度收入1019亿韩元、营业亏损213亿韩元，电池铜箔收入同比增长63%，但公司仍处亏损状态。
📄 原文The Elec English↗ 原文
Solus Advanced Materials Narrows Second-Quarter Operating Loss 34% From Previous Quarter
Solus Advanced Materials narrowed its second-quarter operating loss by 34% from the previous quarter. Battery copper fo…
不做 Solus Advanced Materials（336370.KS）
亏损收窄方向偏正面但仍亏损，缺少盈利转正或指引上修；7月24日披露后股价已收跌，周末二次报道没有可执行新edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司此前已披露其电池铜箔客户扩张和业务改善方向，但仍强调行业环境和盈利修复挑战。市场反应:Solus Advanced Materials（336370.KS）7月24日收跌3.69%。
- The Elec报道二季度收入1019亿韩元、营业亏损213亿韩元，亏损环比收窄且电池铜箔收入同比增长63%。市场反应:报道发生在韩国周末闭市时段，下一交易日前已不是首发。
关键理由
- 二季度收入1019亿韩元、营业亏损213亿韩元，电池铜箔收入同比增长63%，但公司仍处亏损状态。
- 本次改善更多是亏损收窄和产能利用率恢复，未披露盈利转正、全年指引上修或超预期订单金额。
- Solus Advanced Materials（336370.KS）7月24日已交易并下跌3.69%，说明市场未把该业绩解读为足够强的正向重估。
主要风险
- 电价、原材料、汇率和OLED新厂搬迁成本仍压制利润率，盈利拐点尚未确认。
- 近20日股价下跌22.27%、13周趋势持续下行，弱趋势下追逐亏损收窄类财报胜率不足。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中该公司二季度改善的有效增量证据，返回多为无关业绩会或旧年度亏损背景。
检索:Solus Advanced Materials battery copper foil CATL North America customers operating loss Q2 2026 - 做多前查反向 · 来源 stock_quote · 日期 2026-07-24 · 影响 weakens
7月24日真实行情收跌3.69%、近20日下跌22.27%，市场已看过披露后仍未给正向重估。
检索:336370.KS stock_quote full
工具调用 · 历史记录,结果未知(4 种)
- normalize_ticker · 结果未知
- kb_search · 结果未知
- stock_quote · 结果未知
- search_processed_events · 结果未知
原文全文
展开原文 · 1,646 字
Solus Advanced Materials narrowed its second-quarter operating loss by 34% from the previous quarter. Battery copper foil revenue rose sharply, helped by expanded supply to existing customers and the acquisition of new customers.
The company said on July 24 that it posted consolidated second-quarter revenue of 101.9 billion won and an operating loss of 21.3 billion won. Revenue rose about 31% from a year earlier and about 16% from the previous quarter. The operating loss widened slightly from 20.8 billion won a year earlier but narrowed by 11.1 billion won compared with 32.4 billion won in the previous quarter.
Profitability improved on expanded sales and higher utilization, but rising electricity and raw material costs and foreign exchange effects continued. Costs from the relocation of a new organic light-emitting diode (OLED) plant in March were also reflected in the results.
The battery copper foil business posted revenue of 75.0 billion won, up 63% from a year earlier. Expanded supply to major North American customers and CATL's production expansion in Europe were also cited as factors behind the improved results.
The OLED business posted revenue of 26.9 billion won, down 15% from a year earlier. Sales volumes to major customers fell due to the seasonally slow first half.
Solus Advanced Materials also held a board meeting that day and decided to cancel treasury shares it holds. The shares to be retired are 5,046 common shares and 2,076 preferred shares. They are fractional shares acquired at the time of the 2019 spin-off from Doosan Corp. The number of issued shares will decrease with no change to paid-in capital.
The company said on July 24 that it posted consolidated second-quarter revenue of 101.9 billion won and an operating loss of 21.3 billion won. Revenue rose about 31% from a year earlier and about 16% from the previous quarter. The operating loss widened slightly from 20.8 billion won a year earlier but narrowed by 11.1 billion won compared with 32.4 billion won in the previous quarter.
Profitability improved on expanded sales and higher utilization, but rising electricity and raw material costs and foreign exchange effects continued. Costs from the relocation of a new organic light-emitting diode (OLED) plant in March were also reflected in the results.
The battery copper foil business posted revenue of 75.0 billion won, up 63% from a year earlier. Expanded supply to major North American customers and CATL's production expansion in Europe were also cited as factors behind the improved results.
The OLED business posted revenue of 26.9 billion won, down 15% from a year earlier. Sales volumes to major customers fell due to the seasonally slow first half.
Solus Advanced Materials also held a board meeting that day and decided to cancel treasury shares it holds. The shares to be retired are 5,046 common shares and 2,076 preferred shares. They are fractional shares acquired at the time of the 2019 spin-off from Doosan Corp. The number of issued shares will decrease with no change to paid-in capital.
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