A股異動 | 偉星新材一字跌停 營收與利潤增長放緩 短期業績承壓
格隆匯10月29日丨偉星新材(002372.SZ)一字跌停,報15.23元,成交4014萬元,總市值239.6億元。2019年前三季度公司實現營收31.20億元,同比增長5.15%;實現營業利潤8.22億元,同比增長5.87%;實現歸母淨利潤6.92億元,同比增長5.86%。分季度來看,Q1-Q3營業收入分別為7.82、13.23與10.15億元,增速分別為17.89%、8.16%與-6.08%,部分管材銷量受下游需求波動影響,第三季度公司首次出現營收增速下滑的情況。淨利潤方面,Q1-Q3分比為1.30、3.14與2.49億元,增速分別為21.50%、12.54%與-7.16%。招商證券發佈研報認為公司第三季度業績增速出現下滑原因有二,其一,公司的主要營收區域華東地區的精裝修在新房中的佔比持續提升,導致公司主營的C端零售市場有所減少;其二,在“房住不炒”的政策下,二手房交易趨於平淡,翻修市場也存在一定萎縮。
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