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利民股份(002734.SZ):進入8月份後,價格走勢逐步趨於平穩,環比上升品種逐漸增多,已有63%產品持平
格隆匯 08-21 11:01

格隆匯8月21日丨有投資者向利民股份(002734.SZ)提問,“請問貴公司中報業績不加,股價破位,可轉債平價到77元,未來有修正計劃麼,未來怎麼促進轉股,亦或是還債?”

利民股份回覆稱,上半年,國際經濟下行疊加國內農藥產能的快速擴張與釋放,下游庫存較大,觀望情緒濃重導致流通渠道急於變現,價格出現走低,市場持續低迷。據中農立華監測,2023年1月-6月原藥價格指數同比去年跌幅均超過30%,最高達到了45%;價格下跌的品種佔比超過90%,最高達到93%,公司產品草銨膦(-73.75%)、阿維菌素(-33.33%)、甲維鹽(-36.14%)、苯醚甲環唑(-37.14%)等產品價格跌至歷史低位。公司積極應對行業週期性波動、價格處於低谷的影響,保障銷售、生產等經營工作平穩有序展開,產品產量、銷量較去年同期均有較大幅度增加,分別增長42.56%和31.52%,公司毛利率水平較去年同期提升0.67%,但市場價格降低的減利影響大於銷量提升及成本降低的增利影響,導致公司營業收入與淨利潤降低。進入8月份後,價格走勢逐步趨於平穩,環比上升品種逐漸增多,已有63%產品持平。公司管理層將勤勉盡責做好生產經營工作,為廣大投資者帶來長期彙報。

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