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雙良節能(600481.SH)風險提示:單晶硅生產設備及工藝不會對業績產生重大影響
格隆匯 09-23 17:40

格隆匯9月23日丨雙良節能(600481.SH)發佈風險提示布,公司股票價格自2020年9月15日以來,累計漲幅達77.15%,但公司基本面未發生重大變化。

公司產品以溴化鋰製冷機(熱泵)、高效換熱器、空冷器、多晶硅還原爐等設備為主,不屬於半導體業務,並以產品銷售、系統集成、能源管理等模式拓展市場。

2020年度上半年,公司溴化鋰製冷機(熱泵)、高效換熱器、空冷器部分的營收合計約佔公司總營收的87.8%,合計大型多晶硅還原爐部分的營收約只佔公司總營收的12.2%。公司正在研發單晶硅生產設備及工藝,但目前處於研發階段,目前實際投入資金僅600萬元左右,處於初期研發階段,尚未形成自主的專利技術,且研發週期不確定、存在研發失敗的風險,截至目前尚未產生營收,不會對公司業績產生重大影響。

受疫情影響,產能恢復滯後及項目工程延後,公司2020年半年度營業收入減少32.29%,歸母扣非淨利潤減少67.28%。

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