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匯得科技(603192.SH)風險提示:年產18萬噸聚氨酯樹脂及其改性體項目或面臨市場需求環境變化等影響
格隆匯 11-10 18:24

格隆匯11月10日丨匯得科技(603192.SH)公佈風險提示公吿,公司股票價格於2021年11月05日、11月08日及11月09日連續三個交易日內日收盤價格漲幅偏離值累計超過20%,2021年11月10日,公司股票再次漲停,短期波動幅度較大,與市場走勢明顯偏離。

截止 2021年11月10日收盤,公司股票的動態市盈率是28.18倍,同期聚氨酯(申萬)行業動態市盈率平均值約為25.51倍,公司估值高於行業水平。敬請廣大投資者注意投資風險,理性投資。

經公司自查及發函問詢公司控股股東及實際控制人,截至公吿披露日,不存在應披露而未披露的重大信息。

公司的主營業務是聚氨酯樹脂產品的研發、生產、銷售與技術服務,主要產品為合成革用聚氨酯(PU漿料),以及聚氨酯彈性體原液和熱塑性聚氨酯彈性體(TPU)、聚酯多元醇,上述產品主要以車輛內飾、傢俱、紡織、鞋帽、包裝及電子材料領域為主。

2021年1-9月公司營業收入為226877.67萬元(其中主營業務收入佔比為94.76%),同比增漲140.58%,淨利潤9042.55萬元,同比增漲28.70%,但營業收入與淨利潤增速差距較大,公司整體產品毛利率為11.92%,同比下降10.41個百分點。截止目前,公司主營業務未發生重大變化。

公司革用聚氨酯、彈性體及原液及聚酯多元醇現有產能為合計25萬噸/年。年產18萬噸聚氨酯樹脂及其改性體項目(二期)目前在建設中,擬建產能為5.5萬噸/年,預計2021年底或2022年初,分產品逐步試生產,鑑於從試生產、投產運行到全面達產尚需一定時間,預期產能的釋放需要一個過程。同時,亦有可能面臨因市場需求環境變化、競爭加劇等因素的影響,未來效益存在不能如期實現,影響公司經營業績等風險。

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