正川股份(603976.SH):目前一座中硼玻璃管產品窯爐處於建設階段
格隆匯 7 月 31日丨正川股份(603976.SH)公佈,公司股票於2020年07月29日、2020年07月30日、2020年07月31日連續3個交易日收盤價格漲幅偏離值累計超過20%,屬於股票交易異常波動;
近期公司關注到有媒體報道疫苗玻璃瓶短缺的市場傳聞,經核查,目前公司未接到相關疫苗瓶批量採購訂單。目前公司僅通過外購中硼玻璃管生產中硼玻璃瓶,且中硼玻璃瓶在公司產品結構中佔比較低;同時根據目前實際情況,即使公司短期內接到相關採購訂單,預計採購數量也相對有限,實際產生效益有限,不會對公司經營成果產生重大影響;
目前公司一座中硼玻璃管產品窯爐處於建設階段,未正式量產,即使正式量產,產量也相對有限,短期內市場佔有率也不高。同時國家推行一致性評價,藥品選擇包材進行的穩定性試驗等則需要長時間的驗證,公司自產中硼玻璃管未來能否用於疫苗也存在不確定性;
2020 年8月24日,公司首次公開發行的限售股即將上市流通,此次限售股上市流通數量總共為1.129億股,佔公司總股本比例的74.67%。此次限售股上市流通數量較多,公司特別提醒投資者,注意二級市場交易風險;
自2020年6月1日至公告披露日,公司股價已上漲313.35%,股價持續上漲且漲幅較大。截止本公告披露日,公司股票滾動市盈率247.69、靜態市盈率230.01,遠高於醫療器械業的行業滾動市盈率59.29,靜態市盈率60.05。敬請廣大投資者注意投資風險。
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