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風範股份(601700.SH):目前晶櫻光電的產品結構中、多晶硅佔比超過50%
格隆匯 07-28 18:43

格隆匯7月28日丨風範股份(601700.SH)發佈股票交易異常波動公吿,提示此次資產收購的相關風險:

目前蘇州晶櫻光電科技股份有限公司(“晶櫻光電”)的產品結構中,多晶硅佔比超過50%,當前光伏行業的發展以單晶硅、高純硅為主流方向,多晶硅及其相關產品的市場存在被逐步壓縮、甚至淘汰的可能。若這種趨勢進一步延續,晶櫻光電的經營將面臨較大的挑戰。

此次收購晶櫻光電100%股權能否取得相關的批准或核准,以及何時取得相關批准或核准,均存在一定的不確定性。因此,此次交易能否最終成功實施存在一定的風險。

光伏行業原材料價格波動較大,行業的井噴式發展導致競爭加劇,光伏行業產品售價大幅下降,可能面臨競爭性擴產帶來的階段性或結構性產能過剩風險。或對晶櫻光電的產品價格帶來較大不利影響,其收入規模、毛利、毛利率等經營指標也會受到不利影響,亦或出現存貨跌價準備計提金額增加等情況,晶櫻光電可能面臨短期經營業績大幅下滑甚至虧損的風險。

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