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金新農(002548.SZ):2020年度淨利預增6.74%–42.32%
格隆匯 01-29 20:03

格隆匯 1 月 29日丨金新農(002548.SZ)披露2020年度業績預吿,預計2020年度歸屬於上市公司股東的淨利潤1.5億元–2億元,同比增長6.74%–42.32%;歸屬於上市公司股東的扣除非經常性損益後的淨利潤8600萬元–1.36億元,同比增長287.65%–513.02%。報吿期內,公司業績變動的主要原因如下:

1、報吿期內,公司業績增長主要來自於生豬養殖業務,受非洲豬瘟疫情及新冠疫情的影響,2020年生豬價格高位運行,產能逐步恢復,公司持續加強疫情防控,嚴抓生物安全;同時,公司制定了《2020—2024五年發展戰略規劃》,確立了以生豬養殖為核心的發展戰略。公司大股東積極給予上市公司賦能,公司新建項目逐步落地,產能逐步釋放,生產經營有序推進。公司2020年全年實現生豬銷售80.36萬頭,同比增長104.11%;公司2020年生豬銷售均價同比增長117.72%,實現生豬銷售收入21.5億元,同比增長195.86%。

2、2015年公司通過發行股份及支付現金方式收購深圳市盈華訊方通信技術有限公司(“盈華訊方”)80%股權,形成商譽4.5億元,2018–2019年盈華訊方累計已計提商譽減值損失7072.31萬元。2020年盈華訊方新業務拓展不達預期,原有計費業務受多重因素影響,出現一定程度下滑。經公司初步測算,2020年預計計提商譽減值損失1.6–2億元,具體減值金額將由公司聘請的具備相關資質的評估機構及審計機構進行評估和審計後確定,具體財務數據以公司披露的2020年度報吿為準。

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