凱龍高科(300912.SZ):重結晶碳化硅產品2月銷售訂單同比升63.88%、環比升56.57%
格隆匯3月8日丨凱龍高科(300912.SZ)發佈股票交易異常波動公吿,目前公司重結晶碳化硅DPF(柴油機顆粒捕集器)僅在道路國六後處理、非道路國四後處理產品上使用。2023年1、2月份公司銷售訂單金額24862萬元,其中匹配子公司凱龍藍烽重結晶碳化硅業務的項目訂單金額有4178萬元,預計對2023年整體經營業績無重大影響。2023年1、2月銷售訂單金額同比下滑7.03%。2023年1月銷售訂單為9690萬元,同比下滑44.58%,環比上升67.43%;2023年2月銷售訂單為15172萬元,同比上升63.88%,環比上升56.57%。
公司全資子公司凱龍寶頓在2022年6月17日有兩款產品獲得一汽解放汽車有限公司國六尿素檢測關鍵零部件“尿素供給模塊總成”的定點供應商資格。此兩款產品目前處於開發階段,預計在2024年3月開始批量供貨。預測2024-2026年形成訂單規模分別為1萬件、2萬件、3.5萬件,預測銷售收入分別為367萬元、735萬元、1286萬元。以上數據僅為公司預測,不代表後期實際產品銷售、盈利情況。由於項目在2024年開始批量供貨,對公司2023年經營業績無影響。
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