雅本化學(300261.SZ):公司卡龍酸酐及其衍生產品目前無在手長期訂單
格隆匯2月16日丨雅本化學(300261.SZ)發佈股票交易異常波動公吿,目前公司卡龍酸酐及其衍生產品的主要直接和間接客户較前期披露信息未發生變化,在手訂單沒有顯著變化;公司卡龍酸酐及其衍生產品目前無在手長期訂單。敬請投資者注意投資風險,審慎決策、理性投資。
截止至公吿日,公司與輝瑞公司無任何業務接洽與合作,未與輝瑞公司籤訂合作協議,未向輝瑞公司供應卡龍酸酐產品,輝瑞公司亦未向公司提供任何關於新冠口服藥前端原料採購的質量標準,且公司客户拒絕提供採購公司卡龍酸酐及其衍生產品的最終用途,公司不能確定生產的卡龍酸酐產品是否符合輝瑞產品需求,也沒有進行相關的技術驗證,無法確定公司生產的卡隆酸酐產品是否為或者能夠成為輝瑞新冠口服藥中間體。
截止至2021年12月31日,公司2021年度卡龍酸酐及其衍生產品的銷售收入2700.73萬元(不含税),佔公司2021年度營業總收入的比例約1%-2%,佔比較小,預計不會對公司2021年度業績產生重大影響。截止至2021年12月31 日,卡龍酸酐及其衍生產品在手訂單金額合計為6354.08萬元(不含税)。
2021年11月1日至2022年2月16日,公司股票價格累計漲幅約355.75%,股價漲幅顯著高於公司基本面變化程度,與公司目前基本面不匹配。2021年11月1日以來,公司股票價格的上漲幅度、動態市盈率水平已經顯著高於行業平均水平。
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