You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
兩連板凱盛科技(600552.SH):公司主要業務包括新型顯示和新材料 未有OLED相關業務收入
格隆匯 12-02 18:50

格隆匯 12 月 2日丨凱盛科技(600552.SH)公佈,因公司股票價格近期波動較大,2020年11月30日、12月1日、12月2日連續三個交易日內收盤價格漲幅偏離值累計達到20%,根據《上海證券交易所交易規則》的有關規定,屬於股票交易價格異常波動的情形。公司主要業務包括新型顯示和新材料,未有OLED相關業務收入,主營業務未發生重大變化。

公司前期披露了《關於投資建設超薄柔性玻璃(UTG)一期項目的公告》和《關於柔性玻璃(UTG)一期項目的補充公告》,現將有關情況和風險提示如下:

1、UTG一期項目的技術風險

公司超薄柔性玻璃(UTG)產品,是應用於手機、平板電腦等電子產品的超薄柔性玻璃蓋板,公司不具備OLED核心部件和OLED面板的生產能力。公司UTG為採購蚌埠院原片後,經後段UTG減薄、UTG成型、柔性貼合等工藝加工製成,上述技術尚未商用,可能受下游市場技術迭代影響,存在技術風險。

2、UTG一期項目的市場風險

目前僅有三星發佈並銷售搭載UTG的摺疊屏手機,2019年全球出貨量不足百萬部,其他廠商尚未發佈相關產品,公司前期預測銷售收入約3億元/年,但目前尚未簽署任何正式銷售合同,因此市場需求存在不確定性風險。

3、UTG一期項目的實施風險

項目可能在設備製造週期、安裝調試、小批量(尚未形成銷售)到大批量達產時間上存在一定的不確定性。

4、公司盈利情況

公司2017-2018扣非後淨利潤為負,2019年度歸母淨利潤0.97億元,其中非經常性損益0.76億元。2020年前三季度,公司歸母淨利潤0.78億元,其中非經常性損益0.42億元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account