獐子島(002069.SZ):秋季抽測發現存重大底播蝦夷扇貝存貨減值風險
格隆匯11月11日丨獐子島(002069.SZ)公佈,公司於2019年11月7日開始啟動了2019年秋季底播蝦夷扇貝存量抽測活動,此次抽測預計於11月中旬前結束。2019年11月8日-9日,已完成了2天抽測工作(2019年11月7日及10日因大風天氣原因未能出海抽測)。
此次秋季底播蝦夷扇貝抽測涉及面積58.4萬畝,涉及目前在養的2017年、2018年底播蝦夷扇貝,其中2017年底播蝦夷扇貝面積26萬畝;2018年度底播蝦夷扇貝面積32.4萬畝。計劃調查點位97個,其中2017年底播蝦夷扇貝41個點位,2018年底播蝦夷扇貝56個點位。抽點密度約為每6000畝一個抽點點位。
截至2019年11月10日,共抽測完成40個點位,佔計劃97個點位總數的41%。其中2017年底播蝦夷扇貝8個,佔其計劃抽測點位總數的20%;2018年底播蝦夷扇貝32個,佔其計劃抽測點位總數的57%。
基於抽測現場採捕上來的扇貝情況看,底播扇貝在近期出現大比例死亡,其中部分海域死亡貝殼比例約佔80%以上。死亡時間距抽測採捕時間較近,死亡貝殼與存活扇貝的殼體大小沒有明顯差異,大部分死貝的殼體間韌帶具有彈性,部分殼體中尚存未分解掉的軟體部分。
根據目前已抽測點位的畝產數據彙總,已抽測區域2017年存量底播蝦夷扇貝平均畝產不足2公斤;2018年存量底播蝦夷扇貝平均畝產約3.5公斤,畝產水平大幅低於前10月平均畝產25.61公斤,公司初步判斷已構成重大底播蝦夷扇貝存貨減值風險。
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