安彩高科(600207.SH):目前國內光熱電站項目建設尚處於起步階段、未來發展存在一定的週期性和不確定性
格隆匯12月14日丨安彩高科(600207.SH)公佈,12月14日晚,公司披露了《關於投資者關注光熱玻璃情況的回覆公吿》,現將公吿中涉及的相關事項補充披露及風險提示如下:
光熱玻璃業務情況:2021年9月,公司收購光熱科技100%股權,新增超白浮法玻璃、光熱玻璃生產能力。因國內光熱電站項目建設目前尚處於起步階段,2021年度及本年度公司尚未產生光熱玻璃銷售收入。
近期,公司與國內100MW光熱發電項目達成合作,簽訂首批光熱玻璃訂單,正在組織生產,因尚未交付客户驗收發貨,尚未確認相關收入。首批訂單如全部確認收入,預計收入佔公司2021年度營業收入的0.4%,該項目訂單如全部確認收入,預計收入佔公司2021年度營業收入的1%,佔比較小。
風險提示:(一)目前國內光熱電站項目建設尚處於起步階段,未來發展存在一定的週期性和不確定性;
(二)光熱玻璃市場存在競爭,公司能否持續獲得光熱玻璃訂單具有較大的不確定性;
(三)光熱玻璃具有嚴格的質量要求,公司光熱玻璃能否通過客户驗證存在一定的不確定性
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