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諾力股份(603611.SH)近期股價漲幅較大 公司本部生產已經恢復到70%左右
格隆匯 02-13 18:36

格隆匯2月13日丨諾力股份(603611.SH)公佈,公司股票連續三個交易日內的累積漲幅偏離值累計超過20%,屬於股票交易異常波動。

由於受新型冠狀病毒疫情的影響,諾力股份中國區域的生產經營活動受到一定的影響,主要表現為三個方面:國內的生產基地延期開工、降低了國內市場的需求和對供應鏈體系有一定的影響。在當前情況下,公司管理層採取了一系列應對措施,儘量減少疫情對公司生產經營的影響:

(1)經公司積極溝通申請,諾力股份本部位於湖州的五個生產基地已於2020年2月10日已開始恢復生產,由於公司湖州工廠員工本地人數比例較多,約佔77%,因此,公司的國內生產復工順利,以物料搬運為核心的智能製造業務開工率已經恢復到70%左右的水平。

(2)在春節前,公司已經根據年度的訂單安排進行了備貨,有一定的庫存。

(3)公司的業務遍佈全球,藉助公司的海外產業佈局,公司通過臨時提高海外生產基地的產品產量,調配客户的產品供給方案,以滿足客户的需求,儘量減少疫情對銷售的影響。

(4)公司有比較完善的線上銷售渠道,公司銷售部門積極擴大線上銷售的推廣力度,盡力降低線下渠道的不利影響。

(5)公司智能製造板塊加大國際銷售力度,以儘可能降低國內銷售下降的不利影響。目前公司智能製造板塊國際銷售佔比約為60%,國內銷售佔比約為40%。

綜上,疫情短期內對公司的生產經營產生了一些不利的影響,但在公司採取了一系列儘可能減少不利影響的措施後,疫情對公司全年的營業收入和利潤的影響與同行業企業相比是有限的。

經公司自查,疫情對公司的生產經營造成了一定的影響,經過全體員工的努力公司本部的生產已經恢復到70%左右,公司後續將會繼續採取相關措施,盡力降低疫情對公司生產經營的影響。

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