A股異動丨天賜材料(002709.SZ)跌破千億市值 業績預吿不及預期
格隆匯1月18日丨天賜材料(002709.SZ)跌7.41%,股價跌破100元大關,現報98.67元創近半年新低,市值也失守千億市值至947億元。天賜材料昨晚發佈2021年度預吿,預計2021年歸母淨利潤21-23億元,同比增長294%-332%,業績預吿低於預期,市場普遍預期在23億元以上。公司預計2021Q4淨利潤5.5-7.5億元,預計其中包含超1億元的減值損失,加回後業績約6.35-8.35億元。推算電解液單噸淨利潤下滑約35%,主要受公司四季度2萬噸六氟新產能投產爬坡影響,公司六氟外購比例從三季度的90%下降至四季度的逾70%,導致生產成本大幅提升影響盈利能力。

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