東陽光(600673.SH)2020年淨利預降54.74%-62.92%
格隆匯1月29日丨東陽光(600673.SH)披露2020年度業績預吿,預計2020年度實現歸屬於上市公司股東的淨利潤與上年同期相比,將減少6.09億元-7.00億元,同比減少54.74%-62.92%;預計2020年度實現歸屬於上市公司股東的扣除非經營性損益的淨利潤與上年同期相比,將減少9.43億元-9.82億元,同比減少102.79%-107.04%。業績預減的主要原因系:
1、公司化工板塊主要產品為新型製冷劑及氯鹼化工產品。其中,新型製冷劑受下游空調行業需求疲軟的影響,產品價格及訂單在2020年呈現波動下滑趨勢;氯鹼化工產品主要包括液鹼、雙氧水、氯氣及甲烷氯化物等,作為大宗基礎化工原材料下游用途廣泛,受全球經濟週期和新冠疫情影響,前三季度化工產品價格持續低迷,雖然隨着國內經濟的率先復甦,第四季度部分化工產品價格已呈現上升趨勢,但受前期影響較大導致整體業績同比有所下滑。
2、2020年因新冠疫情影響,國內人口流動性大幅下降,各級醫療機構門診量減少,處方量及藥品銷售下降,公司醫藥製造板塊核心產品可威(磷酸奧司他韋)作為抗流感的處方藥,受此影響銷量下滑導致業績同比減少。
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