三連板百隆東方(601339.SH):目前公司在手訂單為25天的生產量 後續訂單存較大不確定性
格隆匯 10 月 16日丨百隆東方(601339.SH)公佈,公司股價於2020年10月13日、10月14日、10月15日連續三日漲幅偏離值累計超過20%,2020年10月16日公司股價再次漲停,近期漲幅較大,敬請廣大投資者注意二級市場投資風險。
近期棉花價格持續上漲,公司存在因原材料棉花成本上升,導致公司產品單位毛利下降的風險。
公司主營產品為色紡紗,經營模式以“小批量、多品種、快速反應”為主。目前,公司在手訂單為25天的生產量,後續訂單存在較大不確定性。
因歐美國家新冠疫情二次爆發,後續可能會出台更為嚴厲的管控措施,導致客户下單量大幅下降,存在公司後續訂單大幅減少的風險。
公司2020年上半年完成營業收入26.31億元,較上年同期下降8.14%;實現歸屬於上市公司股東的淨利潤1.36億元,較上年同期下降39.31%。與上年同期相比,公司營收及盈利水平均有所下降。
公司滾動市盈率為29.89倍。根據中證指數有限公司數據顯示,截至2020年10月16日,紡織服裝行業、服飾業滾動市盈率為18.37倍,公司滾動市盈率高於行業平均值。
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