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電工合金(300697.SZ):實控人正籌劃轉讓部分股權 不涉及控制權變更
格隆匯 05-06 21:49

格隆匯 5 月 6日丨電工合金(300697.SZ)發佈股票交易異常波動公吿稱,經核查,公司控股股東、實際控制人正在籌劃轉讓部分股權事宜,涉及控制權變更,相關事項尚在探討中,其實施存在不確定性,公司將根據相關事項的進展情況,及時履行信息披露義務。除此以外,公司、控股股實際制人不存在其他關於公司的披露而未披露的重大事,也不存在於籌劃段的重大事

近期等大宗商品出現較大幅,而公司產品所需主要原材料電解銅佔公司成本的比例超過90%,銅價會直接導致公司原材料成本公司按照以銷定產的模式實施生產和採購,主要採用“原材料價格+加工費”的定價模式,加工費相對穩定。對於交貨期短的近期訂單,公司可將價格波動的因素轉嫁給下遊客户;對於交貨期長的遠期訂單,公司通過購買電解銅期貨的方式實現套期保值,以規避價格波動風險。但由於客户均為大型知名客户,議價能力較強,短周的訂單存在無法完全轉嫁給下游客户的風險;長週期訂單存在對原材料使用量預計失誤或套期保值業務人員制度執行不力等風險。請投資者關注原材料價格波動可能造成公司業績波動的風險

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