中原內配(002448.SZ):2019年度淨利潤預降60%-70%
格隆匯1月10日丨中原內配(002448.SZ)公佈,預計2019年度歸屬於上市公司股東的淨利潤8441.48萬元–約1.13億元,同比下降60%-70%。2019年度公司經營業績同比下滑較大,主要原因如下:
1、2019年度中美貿易摩擦持續升級,對公司經營業績造成不利影響:自2018年9月24日起,美國對從中國進口的2,000億美元清單商品加徵關税税率提高10%;從2019年5月10日起,加徵關税税率由10%提高到25%,我公司主營產品氣缸套在此名錄之中。近幾年,公司出口業務佔比達到40%以上,在美國增加25%關税前,公司提前在美國倉庫增加了部分庫存,使得公司在2019年一季度以前尚可承受貿易摩擦帶來的不利影響。但隨着中美貿易摩擦持續升級,儘管公司採取了與客户分攤關税成本、在美國建立保税區倉庫、調整海外市場結構、公司內部降本增效等多方面舉措,公司經營業績仍然受到不利影響;
2、2019年度汽車行業全年負增長,致使汽車零部件行業承壓:公司所處汽車行業全年負增長,下滑壓力持續增大,致使上游汽車零部件行業面臨更大的挑戰和壓力。公司屬於汽車零部件行業,主營產品氣缸套主要配套內燃機行業,導致公司經營業績受到較大影響;
3、公司購買的私募基金理財產品出現兑付風險,計提資產減值準備:截至報告期末,公司購買上海良卓資產管理有限公司和上海華領資產管理有限公司發行的私募基金理財產品未按約定兑付的剩餘投資本金分別為1.09億元、2000萬元,按照會計核算的謹慎性原則,預計2019年度公司將對以上資產計提減值準備共計6786.85萬元。
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