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三連板賽伍技術(603212.SH):太陽能封裝膠膜營收佔比較小
格隆匯 08-05 21:25

格隆匯 8 月 5日丨賽伍技術(603212.SH)公佈,公司股票於8月3日至8月5日3個交易日漲停。鑑於近期公司股票價格波動較大,現就相關風險提示如下:

1.根據Wind行業分類結果顯示:截至2020年8月5日,公司所處“橡膠與塑料製品業”行業的中位數平均靜態市盈率為43.3075,中位數平均滾動市盈率為38.7779,中位數平均市淨率3.09;公司產品主要應用於光伏領域,“光伏行業”的中位數平均靜態市盈率為59.51,中位數平均滾動市盈率為37.52,中位數平均市淨率4.10;公司的靜態市盈率為79.51,滾動市盈率為79.22,市淨率為8.88。公司當前的靜態市盈率、滾動市盈率、市淨率均明顯高於同行業的中位數平均水平,請投資者注意投資風險,理性決策,謹慎投資。

2.公司主要從事薄膜形態功能性高分子材料的研發、生產和銷售。公司在2019年度實現營業收入21.35億元,其中主營業務為太陽能背板,業務佔比為85.06%。

3.公司太陽能封裝膠膜2019年實現營業收入約1.98億元,佔當年營收的9.37%,佔比較小。前期公司公告的POE封裝膠膜擴產項目尚處於建設階段,設備尚未全部到位,建設尚需一定週期。

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