聯創股份(300343.SZ):新建聚偏氟乙烯(PVDF)項目一期建設產能3000噸/年尚未投產、股價可能存在炒作風險
格隆匯7月28日丨聯創股份(300343.SZ)發佈股票交易異常波動公吿稱,公司基本面未發生重大變化,股價短期內漲幅較大,可能存在二級市場炒作風險。資本市場是受多方面因素影響的市場,公司股票價格可能受到宏觀經濟形勢、公司生產經營情況、金融市場流動性、資本市場氛圍、投資者心理等多元因素影響,對此公司提醒廣大投資者注意交易風險,審慎決策、理性投資。
近期市場對鋰電池用PVDF關注度較高,公司新建聚偏氟乙烯(PVDF)項目一期建設產能3000噸/年尚未投產,項目後續試生產尚需辦理安全驗收等相關手續。PVDF作為公司的新產品,產品質量受多種因素影響,投產初期無法達到鋰電級技術標準,技術指標達標時間不確定。目前公司沒有在手訂單或意向訂單,存在效益不及預期的風險。敬請廣大投資者理性投資,注意風險!
化學品為週期性產品,價格波動大,目前公司產品R142b價格漲幅已經巨大,行情持續時間無法判定,若 R142b 產品價格下跌,將對公司業績產生重大不利影響,導致業績大幅不及預期。
根據第三方調研數據,目前國內R142b現有產能7萬噸/年,未來2年計劃新增產能約7.7萬噸/年;國能PVDF現有產能7.1萬噸/年,未來2年計劃新增產能約5.8萬噸/年。隨着新增產能的投放,供需關係會趨於平衡,產品價格將會下滑,導致相關產品毛利潤減少,對公司業績貢獻存在重大不確定性。請投資者注意投資風險。
公司 2020 年度報吿被會計師事務所發表保留意見,保留意見事項涉及持有待售資產中的預付款項餘額為3374.65 萬元,佔合併資產總額的比例為1.55%。截止公吿日,該保留意見事項尚未消除,提醒廣大投資者注意風險。
公司關注到,市場上存在對公司未來經營業績、盈利水平進行預測的情形。近期化學品市場行情波動劇烈,致使無法準確預測未來業績,該盈利水平存在重大不確定性。公司PVDF 產品投產後,對公司未來業績的影響,公司已在《關於對深圳證券交易所關注函回覆的公吿》(公吿編號2021-071)中進行過説明。敬請廣大投資者理性投資,注意風險!
公司關注到深圳證券交易所網站於2021 年7 月16 日發佈了“深市監管動態”,深圳證券交易所明確表示對近期漲幅異常的“聯創股份”持續進行重點監控,並及時採取監管措施。公司鄭重提醒廣大投資者依法合規交易。
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