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港股異動丨洛陽鉬業跌逾3% 前三季度增收不增利 毛利率同比下滑
格隆匯 10-31 14:14
格隆匯10月31日丨洛陽鉬業(3993.HK)跌逾3%,報2.46港元,成交5196萬港元,H股總市值531億港元。

洛陽鉬業本週二發佈三季報,公司2019年前三季度實現營業收入334億元,同比增長66.4%;實現歸母淨利潤12.4億元,同比減少79%;實現扣除非經常性損益後的歸母淨利潤8.7億元,同比減少106%,經營活動產生的現金流量淨額為14億元,Q3單季度的毛利率為5.5%,環比下降了22個百分點。
西南證券隨後發佈研報稱其業績略低於預期,報告期內,公司主要產品銅、鈷、鎢市場價格出現較大幅度下降,以及因鈷價格帶來的鈷銷售預結大幅調減,報告期內公司經營業績同比降幅明顯。受上述因素影響,雖然第二季度以來鈷、鉬等公司主要產品價格回升、企穩,但預計2019年度淨利潤同比仍會出現一定幅度下降。西南證券預計公司2019-2021年的歸母淨利潤分別為16.4億元、20億元和24億元,對應PE分別為45倍、37倍和31倍,維持“買入”評級。
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