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晨鳴紙業(01812.HK)2024年度營收227.29億元 淨虧損74.11億元
格隆匯 03-31 22:34

格隆匯3月31日丨晨鳴紙業(01812.HK)公佈年度業績,2024年度,受到限產、停機檢修等因素的影響,公司完成機制紙產量427萬噸,銷量447萬噸,實現營業收入227.29億元,歸母淨利潤-74.11億元,較去年有較大幅度下降。爲減少虧損,11月份以來公司對部分生產基地進行限產、停產,同時對機器設備的檢修維護。但由於停機檢修已滿3個月,公司未能大面積復工復產,公司A股、B股被深交所實施其他風險警示。

近年來,造紙行業新增產能集中投放,短期供需矛盾突出,公司主要紙品價格特別是白卡紙價格受供需矛盾影響大幅下滑,公司盈利水平下降,利潤虧損。2024年,公司主要產品價格持續走低,毛利同比下降,進入四季度以來,公司部分生產基地陸續停機檢修,受其影響,公司產能發揮不理想,產銷量同比下滑,同時,公司對部分資產計提了減值準備,導致公司經營虧損加大,公司將加快檢修和技改進度,聚焦主責主業,全力推動恢復正常生產,實現持續穩健運營。

接下來,公司將繼續踐行漿紙一體化戰略,調整優化內部管理,強化成本管理,優化產品結構,鞏固和拓展銷售市場,推進企業改革創新,努力提升企業管理水平和運行質量;同時,隨着造紙行業新增產能壓力有所放緩,行業供需矛盾有望緩解,主要紙品價格有序回升,公司的盈利能力將得到進一步修復。

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