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大業股份(603278.SH):盈利能力相對有限,品價格下行導致公司毛利率較低
格隆匯 02-26 18:17

格隆匯2月26日丨大業股份(603278.SH)公佈,公司股票自2025年1月3日以來,累計漲幅達71.52%,其中近2個交易日連續漲停,同期萬得通用設備指數累計漲幅爲24.48%,同期上證指數累計上漲5.26%;公司股票短期漲幅嚴重高於同期行業指數漲幅及上證指數,但公司基本面沒有重大變化,也不存在應披露而未披露的重大信息。目前存在市場情緒過熱的情形,以及較大的炒作風險。

近年來,由於橡膠骨架材料行業競爭加劇,公司產品價格下行,加之海運費上漲等因素,導致公司毛利率較低,2021年產品毛利率7.95%,2022年產品毛利率1.76%,2023年產品毛利率8.31%,公司盈利能力相對有限,敬請廣大投資者注意投資風險。

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