連獲5個升停!日播時尚(603196.SH):標的公司錦源晟目前自有礦產資源開發尚處於前期階段,尚未產生利潤
格隆匯5月18日丨日播時尚(603196.SH)公佈,公司股票於2023年5月16日、5月17日連續2個交易日內日收盤價格升幅偏離值累計達20%,2023年5月18日,公司股價再次升停,鑑於近期公司股價波動較大。
本次重大資產重組標的公司上海錦源晟新能源材料有限公司(以下簡稱“錦源晟”、“標的公司”)目前自有礦產資源開發尚處於前期階段,因此標的公司目前金屬冶煉加工業務主要通過對外採購礦石資源進行加工,對外採購的比例超過90%。標的公司存在未來自有礦產資源開發進度不及預期,從而無法保證供應穩定以及利潤率水平不及預期的風險。
標的公司新能源電池正極材料前驅體業務目前尚未產生利潤,產能尚未完全釋放,2023年標的公司新能源電池正極材料前驅體業務可能無法實現盈利或盈利佔總體淨利潤比例較低,可能對標的公司2023年淨利潤不會產生較大正向貢獻。
標的公司錦源晟目前收入和利潤主要來自於礦產資源開發和冶煉加工業務,新能源電池正極材料前驅體業務目前尚未產生利潤,產能尚未完全釋放,未來標的公司收入結構中,新能源電池正極材料前驅體業務佔比能否持續提升存在一定的不確定性。
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