清源股份(603628.SH):公司不具備組件生產能力
格隆匯 3 月 16日丨清源股份(603628.SH)公佈,公司股票於2021年3月12日、3月15日連續2個交易日收盤價格漲幅偏離值累計超過20%,根據《上海證券交易所交易規則》的相關規定,屬於股票交易異常波動。公司現對有關事項和風險説明如下,敬請投資者理性投資,注意投資風險。
公司主營業務為光伏支架的研發、設計、生產和銷售,主營業務未發生變化。近日,公司在互動平台回覆投資者提問,公司已於2021年第一季度研發出民用BIPV屋頂產品,預計於2021年第三季度實現民用BIPV產品的銷售。部分媒體據此將公司歸類為BIPV概念股,具體情況如下:2021年2月初,公司利用光伏支架材料進行結構性創新承載設計,完成用於可鑲嵌光伏組件的屋頂系統產品。該產品搭配主流光伏組件完成BIPV系統,公司不具備組件生產能力,該產品所需的組件、逆變器等發電元件均需對外採購。
截至目前,前述產品尚未實現銷售。產品尚未正式發佈,公司僅與經銷商達成450萬元銷售意向,尚未簽訂正式的銷售合同。若實現該項銷售,公司2021年度營業收入將增加人民幣450萬元(不含組件、安裝等其他費用),佔公司2019年度營業收入的0.36%,佔比較低,對當期影響較小。
目前公司部分董事、監事處於減持期間,存在減持風險。前期公司部分董事、監事披露減持計劃,六個月內合計減持股份不超過3.49%,截至3月12日,合計減持比例為1.06%,尚未完成前述減持計劃。
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