藍光發展(600466.SH):2022年度預虧219.37億元
格隆匯1月30日丨藍光發展(600466.SH)公佈,預計公司2022年度實現歸屬於上市公司股東的淨利潤為-219.37億元左右。
預計公司2022年度實現歸屬於上市公司股東的扣除非經常性損益後的淨利潤為-212.24億元左右。
預計公司2022年末歸屬於上市公司股東的淨資產為-208.21億元左右。
本期業績預虧的主要原因系經營虧損、減值計提。
經營虧損的影響:受房地產市場持續低迷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;公司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;因部分項目非正常停工影響,公司依據會計準則規定,對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增大;同時公司美元債因人民幣對美元匯率下降產生匯兑損失。
受上述因素影響,公司2022年預計產生經營虧損約58億元。
減值計提的影響:報吿期內,雖然支持房地產行業穩定健康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,2022年下半年市場整體仍然沒有明顯變化,不及預期。另報吿期內公司因自身債務風險尚未得到完全化解,公司品牌仍在持續受損,公司經營情況及融資環境未得到改善,已完工開發產品房源和在建與待建開發項目,未來很可能仍難以實現項目獲取時的預期。
基於當前的房地產市場環境疊加公司自身債務風險及經營情況影響,客户購房預期進一步降低,考慮到報吿期部分項目公司因債務違約進入預重整、清算程序等實際情況,同時結合公司項目所在城市市場情況及公司債務違約等風險的持續影響,公司綜合前述情況估計計提了約160億元的減值損失,主要為存貨跌價準備。
非經營性損益的影響:因公司債務風險影響,本報吿期法院對部分債務糾紛判令公司承擔違約金及罰息,公司估計計提營業外支出約6億元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.