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獐子島(002069.SZ)一字跌停 扇貝大量死亡存重大存貨減值風險
格隆匯 11-12 09:31

格隆匯11月12日丨獐子島(002069.SZ)一字跌停,報2.7元,封單超3萬手,最新總市值為19.2億元。

獐子島昨晚公告,公司於11月7日開始啟動了2019年秋季底播蝦夷扇貝抽測活動,本次抽測預計於11月中旬前結束。基於11月8日、9日抽測現場採捕上來的底播扇貝情況看,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。

根據目前已抽測點位的畝產數據彙總,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。

當地政府已介入此事。此外,深交所於11月11日晚緊急下發關注函,要求獐子島就相關情況作出説明。

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