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兩連板珈偉新能(300317.SZ):金昌國源電力不再納入公司合併報表 公司光伏發電業務規模縮減
格隆匯 10-12 19:54

格隆匯 10 月 12日丨珈偉新能(300317.SZ)公佈,公司股價近期漲幅較大,截至2020年10月12日,根據萬得資訊的數據,公司股票收盤價為9.16元/股,公司動態市盈率為221.21倍,市淨率為3.92倍,最新靜態市盈率為-7.3倍。根據中國證監會頒佈的《上市公司行業分類指引》(2012年修訂),公司屬於C38電氣機械和器材製造行業。根據中證指數有限公司發佈的數據,電氣機械和器材製造行業最近一個月的平均靜態市盈率為30.51倍,滾動市盈率為32.04倍,市淨率為3.73倍,短期內公司動態市盈率和市淨率高於同行業動態市盈率和市淨率水平。公司2020年9月14日已觸及異常波動,此次第二次觸及異常波動,公司特別提醒廣大投資者,注意投資風險,理性決策,審慎投資。

公司2020年上半年光伏業務(包括光伏電站建設及運維、光伏發電及運營)營業收入佔公司總營業收入的31.24%,其中8月份已經完成工商變更的金昌國源電力有限公司的收入在光伏業務收入中佔比47.89%,後續金昌國源電力不再納入公司合併報表,公司光伏發電業務規模縮減。

公司實際控制人及其一致行動人股份質押比例較高,其股份質押率佔其持有公司股份的99.25%,且公司實際控制人之一的丁孔賢及其一致行動人阿拉山口市灝軒股權投資有限公司所持有的公司的部分股權被凍結,存在被動減持的風險;公司第二大股東振發能源集團持有的公司股份被多次凍結,亦存在被動減持的風險。

公司於 2020年8月28日披露了《2020年半年度報告》,2020年上半年,公司實現營業收入39,771.99萬元,比去年同期減少21.47%。公司鋰電儲能業務在公司整體業績中佔比較小,光伏EPC業務因資金緊張進展放緩,公司整體業務並未有顯著改善,業績存在不確定性。

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