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濱化股份(601678.SH)近期股價漲幅較大 次氯酸鈉和雙氧水產銷量及收入佔比較小
格隆匯 02-07 17:56

格隆匯2月7日丨濱化股份(601678.SH)公佈,公司股票於2020年2月5日、2月6日、2月7日連續3個交易日內收盤價格漲幅偏離值累計超過20%。

經公司自查,近期公司所處氯鹼行業市場環境、行業政策未發生重大調整。因受近期新型冠狀病毒感染的肺炎疫情及各地延期復工的影響,公司下游需求有所減少,公司據此對生產負荷進行了適當降低,合理安排採購、生產、銷售各環節以適應目前市場形勢。公司擬公開發行可轉換公司債券的募集資金投資項目“碳三碳四綜合利用項目(一期)”目前尚未開工建設。

公司主要產品為燒鹼、環氧丙烷、三氯乙烯,並配套生產相關含氯產品。公司生產的次氯酸鈉可用於生產84消毒液,雙氧水可用於造紙、印染、污水處理等。2019年,公司次氯酸鈉全年產量為0.78萬噸,銷售總量為0.59萬噸,銷售收入為110.34萬元,佔公司2019年總營業收入的0.02%;雙氧水(27.5%)全年產量為9.43萬噸,銷售總量為9.44萬噸,銷售收入為8880.06萬元,佔公司2019年總營業收入的1.44%(以上數據未經審計)。公司次氯酸鈉和雙氧水的產銷量及收入佔比較小,預計不會對公司業績產生重要影響。

公司於2020年1月15日披露了《濱化集團股份有限公司2019年度業績快報公告》,預計2019年度實現營業收入同比下滑8.74%,歸屬上市公司股東的淨利潤同比下滑33.77%。鑑於後期疫情發展仍存在不確定性,可能對公司本年度營業收入造成不利影響。敬請廣大投資者注意投資風險。

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