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魯泰A(000726.SZ):預計2020年營業利潤存在同比下滑50%以上的可能性
格隆匯 09-28 18:50

格隆匯 9 月 28日丨魯泰A(000726.SZ)公佈,新型冠狀病毒肺炎(COVID-19)疫情於2020年春節前後在中國境內開始爆發,我國政府立即開展針對性的疫情防控工作。2020年一季度,公司一方面積極開展疫情防控工作,一方面穩步推進復工復產;隨着我國疫情防控工作的穩步推進,截至2020年3月,公司已基本完成復工復產。

公司營業收入中海外收入佔比較高,2017年至2019年,公司海外業務收入佔比始終在60%以上。2020年二季度以來,在境內疫情逐步得到有效控制,公司生產逐步恢復的同時,海外疫情出現大規模爆發,海外疫情給公司出口業務帶來較大的負面影響,2020年上半年,來自海外的營業收入同比下滑32.48%。公司2020年上半年的營業收入、營業利潤、歸屬於母公司股東的淨利潤分別同比下滑28.21%、64.56%和64.97%,下滑幅度較大。

由於海外疫情尚未出現明顯拐點,預計2020年包括歐美髮達經濟體在內的全球經濟增長很可能將面臨重挫,海外需求不足,疊加貿易政策的不確定性,公司經營業績將受到較大的不利影響,預計公司2020年營業利潤存在同比上年下滑50%以上的可能性。

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