神馳機電(603109.SH)提示風險:目前跟特斯拉無任何業務往來 不存在潛在合作關係
格隆匯5月6日丨近期股價漲幅較大的神馳機電(603109.SH)發佈股票交易異常波動暨風險提示的公告,公司股票連續三個交易日內收盤價格漲幅偏離值已累計達到20%,構成《上海證券交易所交易規則》規定的股票交易異常波動。
經公司自查,公司高級管理人員劉吉海配偶在4月16日至4月29日期間短線交易公司股票,獲利9436元,除此之外,不存在應披露而未披露的重大事項。
公司股票價格自2020年4月13日以來,漲幅超過一倍,特提醒投資者注意以下風險;
1、主營業務下滑風險:公司2019年營業收入、淨利潤雙降,其中營業收入下降5.00%,淨利潤下降20.06%;2020年第一季度淨利潤扣除匯兑收益、利息收入、政府補助等因素的影響後同比下降31.21%。公司2019年海外銷售收入超過60%,國際貿易形勢的複雜性將對公司的出口帶來負面影響。
2、市盈率遠高於同行業的風險:公司滾動市盈率為64.85,遠高於同行業市盈率(29.61)。
3、二級市場交易風險:公司股票價格自2020年4月13日以來,累計漲幅達到128.42%,但公司基本面未發生重大變化。公司股本總額為1.47億股,流通股為3667萬股,流通股本較小,提醒廣大投資者注意股票交易風險。
公司近期發現有媒體將公司劃歸為特斯拉及新能源汽車熱點概念,就該情況,公司説明如下:
1、公司產品以小型發電機組為主,主營業務與新能源汽車無關;
2、公司目前跟特斯拉無任何業務往來,也未進行過任何接觸,不存在潛在合作關係;
3、公司目前跟新能源汽車相關的產品佔比極少。公司當前核心產品為小型發電機、通用汽油發電機組、高壓清洗機、數碼變頻發電機組,上述主要產品銷售收入佔公司主營業務收入的比例接近90%,是公司主要的收入來源。同時生產少量的新能源汽車驅動電機和增程器,該類產品應用領域為新能源汽車,2019年銷售額約1500萬元,佔公司銷售收入約1%,對公司業績不構成重大影響。
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