尖峯集團(600668.SH)風險提示：卡隆酸酐的銷售收入佔比較小、毛利率低
格隆匯12月30日丨尖峯集團(600668.SH)公佈股票交易風險提示公吿，公司股票在2021年12月27日、12月28日、12月29日、12月30日連續四個交易日內日收盤價格漲停，累計偏離上證指數39.99%，累計偏離水泥行業指數37.22%，累計換手率達30.7%。截至2021年12月30日公司股票收盤價格較2021年12月26日收盤價格累計漲幅達46.44%，公司當前市盈率顯著高於水泥行業平均水平。公司敬請廣大投資者注意二級市場交易風險，理性決策，審慎投資。
公司最近一期淨利潤和扣除非經常性損益的淨利潤均同比下滑風險。2021年1-9月，公司實現歸屬於上市公司股東的淨利潤4.24億元，比上年同期下降17.82%，歸屬於上市公司股東的扣除非經常性損益的淨利潤為4.12億元，比上年同期下降9.25%。
子公司尖峯藥業及上海北卡經營業績下滑風險。2020年，尖峯藥業實現歸母淨利潤1858.85萬元，較2019年下降17.24%，上海北卡實現歸母淨利潤-2542.26萬元，較2019年下降35.22%。2021年前三季度，尖峯藥業實現歸母淨利潤497.01萬元，較上年同期下降83.09%，上海北卡實現歸母淨利潤-1674.01萬元，較上年同期下降258.44%。
現有專利收率較低，成本偏高。上海北卡早期發明的“卡隆酸酐的新合成方法”的專利(專利號：ZL201010609467.8)的工藝路線收率較低，成本偏高，不具有競爭優勢。
卡隆酸酐的銷售收入佔比較小、毛利率低，不會對公司2021年度經營業績產生重大影響。2021年度上海北卡的卡隆酸酐(別名：卡龍酸酐)銷售收入約為公司2020年度銷售總收入的0.39%，銷售客户全部為國內客户，公司無法確定客户的用途。銷售毛利率低於5%(未經審計)，低於公司2020年度淨利潤0.1%，不會對公司2021年度經營業績產生重大影響。
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