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*ST河化(000953.SZ):因疫情防控的不確定性 氯喹側鏈及羥基氯喹側鏈對公司經營業績影響存不確定性
格隆匯 03-09 21:30

格隆匯3月9日丨*ST河化(000953.SZ)公佈,公司股票於2020年3月5日、3月6日、3月9日連續三個交易日內日收盤價格漲幅偏離值累計超過12%。

截止公告日公司二級子公司重慶南鬆凱博生物製藥有限公司(“南鬆凱博”)已經全面復產。

公司近期關注到有媒體報道稱“重慶南鬆凱博生物製藥有限公司是抗新冠肺炎藥物磷酸氯喹關鍵原料氯喹側鏈的全球唯一生產廠家”,現對相關情況説明如下:

(1)2020年2月末至3月初,重慶市政府及重慶巴南區政府領導多次到南鬆凱博視察協調企業復工復產情況,企業向相關視察領導彙報了企業情況及復工復產情況,政府隨行宣傳部門對相關事項進行了報導。

(2)南鬆凱博根據多年供貨情況及對下游客户採購渠道的瞭解情況,向視察領導介紹了目前市場上僅南鬆凱博生產供應氯喹側鏈的情況,因該產品為小眾產品,其市場供求信息並無權威統計數據可供參考,“全球唯一生產廠家”的表述不具有權威性。

(3)南鬆凱博生產的氯喹側鏈年產能約150噸,生產的羥基氯喹側鏈年產能約200噸。2019年氯喹側鏈銷售收入為2064萬元,銷售成本為1316萬元,羥基氯喹側鏈銷售收入為5418萬元,銷售成本為2811萬元(以上數據未經審計)。目前由於疫情防控的不確定性,該產品的需求量存在不確定性,故對公司經營業績的影響存在不確定性。敬請投資者注意投資風險。

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