黑牡丹(600510.SH):營收仍主要源於房地產業務、艾特網能目前在手訂單未明顯增加
格隆匯3月7日丨黑牡丹(600510.SH)公佈股票交易異常波動公吿,公司股票2022年2月16日至2022年3月7日區間漲幅達80.88%,同期公司所屬的房地產板塊累計漲幅為1.92%,上證A股指數累計跌幅為2.13%,公司股價波動偏離板塊和大盤幅度較大。
經公司自查,並向公司控股股東及實際控制人發函核實,截至公吿披露日,確認不存在應披露而未披露的重大事項或信息。
重要風險提示:
1、公司營業收入仍主要來源於房地產業務,2021年上半年度公司營業收入50.66億元,其中房地產行業營業收入39.21億元,佔比77.40%。房地產行業受國家宏觀和行業政策影響較大,可能會對公司該領域業務的經營與發展形成較大挑戰。
2、子公司深圳市艾特網能技術有限公司(簡稱“艾特網能”)目前在手訂單未明顯增加,若艾特網能未來業績無法達到盈利預測水平,公司後續可能面臨商譽減值風險。
3、債權回收風險:截至2021年9月30日,公司應收賬款、應收票據、合同資產等債權合計值為61.93億元,佔當期資產總額的比重為18.71%,若上述債權新增未預期的信用損失風險,公司將可能面臨增加計提相應壞賬準備或資產減值準備的風險,進而對公司業績產生不利影響。
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