A股異動 | 公牛集團(603195.SH)漲2% 機構料本次罰款整體對利潤影響有限
格隆匯9月28日丨公牛集團(603195.SH)小幅高開後繼續上行,現報167.4元,漲2.08%,暫成交1億元,最新市值1006億元。公牛集團昨日盤後發公吿稱,因違反反壟斷法被處2020年度中國境內銷售額3%的罰款,計2.9481億元;上述處罰金額佔公司最近一期經審計淨資產的3.23%,佔公司最近一期經審計淨利潤的12.74%。國金證券發研報指,由於公司8月收到慈溪市億元企業培育方案的一次性補助款2.59億元,將對沖本次處罰款影響,合計預計將減少三季度利潤約0.36億,整體對利潤影響有限。此次處罰預計主要因公司與經銷商簽訂的協議文本不規範所致,但並不會真正削弱公司已有的核心優勢。此外,公司三大業務板塊持續深化,品類擴張越發順利;在核心優勢依然穩固的情況下公司業績持續穩健增長可期,維持“增持”評級。


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