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索菲亞(002572.SZ)為何又跳水?
格隆匯 06-09 14:46
格隆匯6月9日丨索菲亞(002572.SZ)午後跳水一度跌超7%報25.08元,股價創今年1月以來新低,市值228億元。公司此前發佈的財報顯示,截至2020年12月31日,應收款(應收賬款及應收票據)賬面價值為17.84億,同比暴增71.45%,而它的營收同比增速還不到9%。索菲亞應收款佔總資產的比例高達17.84%,為歷年新高,且明顯高於同行。值得注意的是,在索菲亞應收賬款期末餘額前五名單位中,第一名是深圳恆大材料設備有限公司,其控股股東是恆大地產,索菲亞對它的應收賬款期末餘額是1.88億。注:中國恆大午後跳水大跌超3%。

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