久吾高科(300631.SZ):近期股價的連續上漲已與基本面相背離、“吸附+膜法”技術尚未經過大型工業化驗證
格隆匯7月22日丨久吾高科(300631.SZ)發佈股票交易異常波動公吿稱,公司股票交易價格連續2個交易日內(2021年7月21日、7月22日)收盤價格漲幅偏離值累計為36.93%,短期漲幅較大,市盈率水平出現快速上漲,已顯著高於行業平均水平。敬請廣大投資者謹慎決策,注意投資風險。
公司已於同日披露《2021年半年度業績預吿》(公吿編號:2021-047),近期公司股價的連續上漲已與基本面相背離。
近期投資者對於公司提鋰技術相關業務關注度較高,該業務相關營業收入佔公司2020年度、2021年一季度營業收入比例較小。公司“吸附+膜法”技術尚未經過大型工業化驗證,從小試、中試至工業化應用有較長過程,公司目前尚未有大型工業化在手訂單。不同鹽湖滷水的提鋰工藝有不同程度的區別,單一技術不具有完全的適用性。同時鋰產品價格波動可能會抑制下游客户的投資建設需求,從而對公司業務開展產生不利影響,未來公司能否獲得大型工業化應用項目訂單以及提鋰技術相關業務對公司未來經營業績的影響存在較大不確定性,敬請廣大投資者謹慎決策,注意投資風險。
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