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紅星發展(600367.SH):大龍錳業電池級碳酸鋰產能為6000噸/年 目前實際產量為200-300噸/月
格隆匯 03-02 17:27

格隆匯3月2日丨紅星發展(600367.SH)發佈股票交易異常波動公吿,經公司自查,發現投資者較為關注公司全資子公司貴州紅星發展股份有限公司(下稱大龍錳業)生產的電池級碳酸鋰產品,大龍錳業電池級碳酸鋰產能為6000噸/年,目前實際產量為200-300噸/月,大龍錳業電池級碳酸鋰生產工藝為採購工業級碳酸鋰提純生產電池級碳酸鋰,2021年1-9月份生產電池級碳酸鋰1937噸,銷售1423噸,產品毛利率僅為11.79%。

經公司向控股股東青島紅星化工集團有限責任公司(下稱紅星集團)及實際控制人青島市人民政府國有資產監督管理委員會(下稱青島國資委)問詢,公司控股股東紅星集團及實際控制人青島國資委目前不存在應當披露而未披露的事項。公司2019年12月11日披露的《關於控股股東擬開展混合所有制改革的提示性公吿》(臨2019-043),紅星集團2019年12月根據青島國資委《青島市國資委關於啟動青島紅星化工集團有限責任公司混合所有制改革可行性研究工作的通知》{青國資委函【2019】35號}精神,啟動混合所有制改革工作,紅星集團混合所有制改革工作仍處於研究籌劃階段,方案內容、審計、評估、法律及後續審批等工作尚未確定,需根據相關要求紮實穩步推進。除上述事項外,目前不存在其他籌劃併購重組、股份發行、債務重組、業務重組、資產剝離和資產注入等重大事項。

公司目前靜態市盈率為141.02,滾動市盈率為37.82,高於證監會行業分類化學原料及化學制品製造業靜態市盈率42.80和滾動市盈率22.30,敬請各位投資者理性投資,注意投資風險。

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