龍星化工(002442.SZ):2019年淨利預降86.44%-90.96%
格隆匯1月23日丨龍星化工(002442.SZ)披露2019年度業績預告,公司預計2019年1-12月實現歸屬於上市公司股東的淨利潤1200萬元-1800萬元,同比下降90.96%-86.44%。
2019年度業績大幅下滑,主要是受市場需求減弱和行業競爭加劇的共同影響,表現為炭黑價格下降幅度遠大於原料下降對成本的影響,炭黑單位毛利大幅收窄。
需求方面:受中美貿易戰和國內汽車產銷量近兩位數負增長影響,炭黑市場產銷量、出口量均表現為負增長(中國橡膠工業協會炭黑分會1-11月份炭黑產量同比下降2.98%,出口量下降12.74%)。
競爭方面:近兩年來陸續投建的百萬噸炭黑新增產能在2019年全部建成,產能過剩更趨嚴重,低價競爭成為業內常態。
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