滄州大化(600230.SH):上半年業績盈轉虧至1.65億元
格隆匯 8 月 27日丨滄州大化(600230.SH)披露2020年半年度報告,實現營業收入5.83億元,同比下降46.94%;歸屬於上市公司股東的淨虧損1.65億元,上年同期盈利3150.54萬元;歸屬於上市公司股東的扣除非經常性損益的淨虧損1.66億元,上年同期盈利2540.36萬元;基本每股虧損0.3999元。
2020年上半年,受新冠疫情影響,國際、國內經濟形勢異常嚴峻,經濟大幅下滑。TDI需求嚴重萎縮,價格在需求萎縮背景下一路無量空跌,價格跌至9000元/噸(含税)的歷史低位。隨着國內疫情得以控制,國家出台一系列積極的經濟復甦政策,TDI產品需求也隨着得以部分復甦,跌勢在4月上旬才稍稍收窄企穩。進入4月份之後價格跌速放緩,隨着下游消耗明顯提速改善,市場利空壓制逐漸瓦解。5月份在一系列裝置停車和未來將停車檢修的預期中,工廠勻速拉漲,市場被動跟進。6月份隨着價格再度跌穿萬元,下游囤貨意願有所修復,市場關注度再次提升。
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