沃格光電(603773.SH)2連板提示風險 僅與一加簽訂技術合作協議、電致變色技術尚未商用
格隆匯1月10日丨沃格光電(603773.SH)公佈,公司股票交易連續三個交易日(2020年1月8日、2020年1月9日、2020年1月10日)內收盤價格漲幅偏離值累計達到20%,屬於股票交易異常波動情形。
經公司自查,並向公司控股股東及實際控制人發函詢問核實,截止公告披露日,不存在應披露而未披露的重大信息。
截至2020年1月10日,公司收盤價格為44.36元/股,市盈率為65.13倍,公司市盈率遠高於行業市盈率45.09。公司敬請廣大投資者注意二級市場交易風險,理性決策,審慎投資。
近日有媒體報道中涉及到公司為一加手機提供電致變色技術及公司具備年產1億片的產能等事宜,公司已澄清説明,目前公司僅與一加簽訂技術合作協議。該協議僅為技術合作開發,尚未有明確訂單約定,且技術應用存在較大不確定性,目前該項技術對公司經營業績沒有影響。因電致變色技術尚未商用,公司尚未接到相應訂單,尚未規劃相應產能。
根據公司2018年年度報告及2019年第三季度報告,公司2018年度實現歸屬於上市公司股東的淨利潤與上年同期相比下降23.92%,主要系公司客户中華映管發生債務違約,公司對其應收賬款全額計提壞賬準備5816.20萬元及主營業務毛利率下降所致;截至2019年9月30日,公司2019年第三季度實現歸屬於上市公司股東的淨利潤與上年同期相比下降71.45%,主要系報告期受中華映管事件給公司帶來的訂單損失及手機終端出貨量下滑影響公司整體訂單數量減少,面板廠產能過剩競爭加劇導致公司產品銷售單價同比存在不同程度的下降,及公司規模擴大後折舊等固定成本增加導致本報告期毛利率大幅下降;毛利大幅下降和管理費用等固定費用增加導致利潤大幅下降。經財務部門初步預測,公司2019年全年業績存在下滑風險。
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