華友鈷業(603799.SH):公司嚴格按照公司套期保值管理制度開展鎳套期保值業務
格隆匯3月9日丨華友鈷業(603799.SH)公佈,近日,公司關注到有媒體發佈涉及公司在鎳的衍生品市場上積累了大量空頭頭寸、公司印尼鎳資源開發項目可能受到合作方影響等事項的報道。現就有關情況説明如下:
1. 鎳是公司生產經營中的主要原料。公司在印尼佈局了鎳鈷資源開發業務,為了穩經營、防風險,在鎳價持續走高的情況下,為了防控價格下跌風險,鎖定經營利潤,公司結合自身生產經營情況,嚴格按照公司套期保值管理制度開展鎳套期保值業務。套期保值業務是生產經營中常用的防風險工具,並非主動投機。近期鎳期貨市場出現超異常波動,截止目前公司尚未出現被強制平倉的情況,風險可控。鎳期貨未來走勢存在不確定性,存在可能導致公司套期保值業務出現虧損的風險。
2.公司生產經營情況正常,在印度尼西亞佈局的紅土鎳礦濕法冶煉粗製氫氧化鎳鈷項目、紅土鎳礦火法冶煉高冰鎳項目等鎳鈷資源開發項目均正常推進,其中子公司華越鎳鈷有限公司年產6萬噸鎳金屬量紅土鎳礦濕法冶煉項目已順利投料試產。
3. 公司將堅定圍繞新能源鋰電材料產業發展不動搖,堅持“兩新三化”的發展戰略和產品領先、成本領先的競爭戰略不動搖,加強防範經營風險,提升管理能力,進一步強化產業鏈上下游佈局,增強持續盈利能力,全力以赴實現更高質量的發展,為客户創造價值,為投資者帶來回報,為新能源汽車動力電池材料產業鏈、供應鏈的穩定發展做出貢獻。
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