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雲南鍺業(002428.SZ)連續2個漲停 化合物半導體材料實現的營收仍然較少
格隆匯 01-06 20:25

格隆匯1月6日丨雲南鍺業(002428.SZ)公佈,公司股票交易價格連續三個交易日(2020年1月2日、2020年1月3日、2020年1月6日)收盤價格漲幅偏離值累計超過20%,根據深圳證券交易所的有關規定,屬於股票交易異常波動情況。

自2019年初至年末,公司主要產品材料級鍺產品(主要為區熔鍺錠)價格呈現逐步下滑趨勢,根據亞洲金屬網公開信息,區熔鍺錠報價平均價(最高價和最低價平均值)由年初8200元/公斤下降到6800元/公斤,主要產品價格的下降直接對公司業績造成負面影響。

截止2019年前三季度紅外級鍺產品銷量下降了53.95%,光伏級鍺產品銷量下降了71.47%,光纖級鍺產品銷量下降17.46%。2019年前三季度公司實現營業收入33292.13萬元,實現歸屬上市公司股東淨利潤虧損1075.07萬元。

公司控股子公司雲南鑫耀半導體材料有限公司(“鑫耀公司”)生產的產品砷化鎵單晶片(襯底片)、磷化銦單晶片(襯底片)均屬於第二代化合物半導體材料。砷化鎵單晶片主要用於四元系紅黃光LED燈、垂直腔面發射激光器(VCSEL)、大功率激光器的生產等;磷化銦單晶片主要用於生產光通信用激光器和探測器。

隨着未來通訊、汽車電子等領域的發展,將會逐步推動相關化合物半導體的需求增長。但是,目前公司上述化合物半導體材料實現的營業收入仍然較少,上述產品的銷售未對公司業績產生重大影響。鑫耀公司正積極組織市場開拓工作,目前正處於產品質量認證、供應商認證過程,且未收到客户明確的書面意見。因此,未來市場開拓過程中是否能夠通過客户產品質量認證、供應商認證,認證通過後能否取得訂單,訂單數量、產品價格等均存在不確定性,對鑫耀公司業績影響也存在不確定性,敬請投資者注意投資風險。

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