東方電熱(300217.SZ):2019年度計提商譽減值1.16億-1.29億元 全年預虧7750萬-8250萬元
格隆匯1月17日丨東方電熱(300217.SZ)披露2019年年度業績預告,公司預計2019年1-12月歸屬於上市公司股東的淨利潤為虧損7750萬元-8250萬元,而上年同期為盈利1.45億元。業績變動原因説明:
1、報告期內,歸屬於上市公司股東的淨利潤虧損的主要原因為江蘇九天出現虧損,東方九天虧損同比增加。
2019年度,由於國家產業政策調整,新能源汽車行業補貼大幅退坡,動力鋰電池行業市場需求明顯下降,同時原材料鋼材漲價、產品價格繼續下跌,導致江蘇九天、東方九天動力鋰電池鋼殼材料業務繼續虧損;與此同時,5G投資力度不及預期,國內通信三巨頭光纜集採量雖變化不大但集採價格大幅下降,引發了江蘇九天光通信線纜材料銷售價格的大幅下跌,疊加原材料鋼材價格大幅上升,導致江蘇九天光通信線纜材料業務利潤率大幅下降。
上述因素導致江蘇九天和東方九天2019年度歸屬於母公司淨利潤合計虧損3370.55萬元,同比下降4286.51萬元。
2、鑑於江蘇九天營業收入同比下降,淨利潤同比由盈轉虧且出現大額虧損,且根據目前的市場形勢,公司謹慎判斷因收購江蘇九天形成的商譽存在大額減值跡象,預計本期計提的商譽減值準備金額為1.16億元-1.29億元。
3、非經常性損益對2019年淨利潤的影響約為1410萬元。
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