東方雨虹(002271.SZ)績後大跌超8% 成本壓力拖累Q3淨利增速
格隆匯10月27日丨東方雨虹績後跳空下跌,目前跌超8%報42.85元,市值1081億元。公司昨晚公佈2021年第三季度營收84.5億元,同比增長36.46%;淨利潤11.41億元,同比增10.37%,環比下降8%。華西證券點評稱,儘管Q3下游工程需求較為平淡,但公司受益於渠道、品類一體化拓展,公司收入仍保持較高增速,體現韌性。但由於Q3瀝青價格漲幅較大,公司成本端承壓,從而使得Q3單季度毛利率環比/同比下降1.9/11.2個百分點至28.95%,毛利率下降是Q3收入增速高於利潤的主要原因。

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