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天齊鋰業(002466.SZ)修正業績預告 2019年度預虧26億元-38億元
格隆匯 02-02 18:14

格隆匯2月2日丨天齊鋰業(002466.SZ)發佈2019年度業績預告修正公告,此前在2019年第三季度報告全文中披露,預計2019年度歸屬於上市公司股東的淨利潤為8000萬元至12000萬元。

修正後,預計2019年度歸屬於上市公司股東的淨虧損26億元-38億元,上年度盈利22億元。業績修正主要原因如下:

2019年,在國家新能源汽車補貼退坡等不利因素影響下,鋰產品市場復甦緩慢,行業面臨多重壓力和巨大挑戰,產品銷售價格持續下滑。公司在收購Sociedad Química y Minera de Chile S.A.(“SQM”)23.77%後,財務負擔沉重,同時公司投資及營運涉及澳大利亞、智利等國家,公司的業務、財務會受所在國家的法律框架及政府政策變化等因素影響,特別是在2019年第四季度以後,發生了較多未預見或未能充分預計的情況,從而對公司2019年度經營業績造成重大影響。主要原因如下:

1、計提長期股權投資減值準備的影響:計提SQM長期股權投資減值準備,計提SALA長期股權投資減值準備;

2、關於澳大利亞税務事項的影響:澳大利亞税務局對鋰精礦轉移定價的特別納税調整事項;澳大利亞礦業法規與安全司(DMIRS)對礦產資源税的調整;

3、關於智利税務事項的影響;

4、2019年第四季度鋰產品價格繼續下滑,導致產品銷售毛利低於預期,同時為滿足營運資金的需求,公司融資成本有所增加。

5、H股上市費用轉入當期損益。

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