A股異動 | 新化股份跌停 異丙醇價格短期波動可持續性具有不確定性
格隆匯3月24日丨新化股份(603867.SH)跌停,現報26.36元,暫成交2.22億元,最新總市值36.9億元。新化股份此前連續4個交易日漲停,公司3月23日晚公告,江蘇子公司尚未全面復產。此外,公司主營業務未發生變化。主要從事脂肪胺等產品的生產與銷售,其中公司雙氧水業務佔比較小,2018年雙氧水營收佔比約2%,以工業級雙氧水為主,對公司經營業績無重大影響。近期異丙醇價格短期波動,價格本月以來漲逾20%。公司股價被明顯炒作。公司異丙醇產能現有浙江10萬噸/年丙酮法加氫生產異丙胺副產異丙醇裝置。但價格波動的可持續性具有不確定性。
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