樂凱新材(300446.SZ):“熱敏磁票生產線”停產
格隆匯6月5日丨樂凱新材(300446.SZ)公佈,近日,公司收到中國國家鐵路集團有限公司(“國鐵集團”)下屬企業上海鐵路印刷有限公司(“上海客户”)《通知函》:“我公司接到上級通知停止使用磁卡票,從通知之日起停止採購磁卡票用紙,何時恢復磁卡票用紙供應,另行通知”。
公司熱敏磁票產品主要用於印製鐵路售檢票系統用磁卡票,終端應用市場集中在國內鐵路客運領域,產品全部銷往國鐵集團下屬印刷企業。上海客户系公司主營產品熱敏磁票最大客户,2019年度採購額佔公司熱敏磁票全部銷售額的97.08%,佔公司營業收入的68.53%。
鑑於公司熱敏磁票產品庫存充足,客户需求停止,公司“熱敏磁票生產線”停止生產。
截至2019年12月31日,熱敏磁票銷售收入佔公司營業收入的比例為70.59%,是公司最主要的產品。“熱敏磁票生產線”的停產會對公司營業收入、現金流和經營性利潤產生重大不利影響。
由於未來恢復生產的時間還不確定,該事項對公司利潤的影響金額暫時無法準確預計,請廣大投資者注意投資風險。
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