藍光發展(600466.SH):上半年預虧46億元左右
格隆匯7月14日丨藍光發展(600466.SH)公佈,預計公司2022年半年度實現歸屬於上市公司股東的淨利潤為-46億元左右。預計公司2022年半年度歸屬於上市公司股東的扣除非經常性損益後的淨利潤為-43億元左右。
受前期房地產政策調控以及公司債務風險影響,本期完成售房履約義務並納入結算的項目銷售毛利較低;為維持公司持續經營,確保項目交付,各項運營支出仍在持續發生;因公司部分項目非正常停工影響,依據會計準則對於不再滿足資本化的利息支出計入當期損益,本期費用化利息支出較大;同時公司美元債因人民幣對美元匯率下降的影響產生匯兑損失約2.5億元。受上述因素影響,公司2022年上半年度預計經營虧損約19億元。
此外,今年以來支持房地產行業發展的政策陸續出台,但政策落地以及向市場的傳導需要一定時間,公司所處的經營環境及融資環境尚未得到實質性改善。基於當前的房地產市場環境及資金流動性風險加大,客户購房預期降低,結合公司項目所在的城市市場情況,加之公司債務違約等風險影響,公司計提了約29億元的減值損失,主要為存貨跌價準備。
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