九連板的宜賓紙業(600793.SH):公司預計食品包裝紙價格上漲空間有限
格隆匯 1 月 18日丨宜賓紙業(600793.SH)公佈,公司股票價格近期漲幅較大。公司股票連續九個交易日漲停,累計漲幅已達134.59%,期間上市公司基本面未發生改變,公司估值明顯高於同行業平均水平,公司股價存在炒作的風險,敬請投資者注意二級市場交易風險。
公司預計2020年度歸屬於上市公司股東的扣除非經常性損益的淨利潤預計約為-16900萬元。其中第四季度歸屬於上市公司股東的扣除非經常性損益的淨利潤預計約-4100萬元。敬請投資者注意公司經營風險。
2021年1月1日以來,公司食品包裝紙價格上漲為5%,同期主要原材料木漿採購價格上漲16%,纖維材料、燃料、化工等價格均有所上漲。公司預計食品包裝紙價格上漲空間有限,原材料存在繼續上漲風險,經營業績改善存在重大不確定性。
有媒體報道,公司食品包裝紙近期價格上漲與禁塑令政策有關。經核實,“禁塑令”相關政策於2020年1月16日頒佈實施,市場對此已有充分預期和反應。2021年1月1日有關規定開始適用後,食品包裝紙產品價格漲幅較小,對公司經營影響有限,敬請投資者理性投資。
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