海南橡膠(601118.SH):受颱風影響,預計全年幹膠減產約0.26萬噸
格隆匯6月24日丨海南橡膠(601118.SH)公佈,2025年第1號颱風“蝴蝶”(強熱帶風暴級)的中心近期在海南省東方市八所鎮登陸,登陸時中心附近最大風力11級(30米/秒)。此次颱風來襲前,海南天然橡膠產業集團股份有限公司已啟動防颱應急預案,全面部署了防汛防風各項工作。受颱風帶來的強風暴雨影響,公司海南省內部分分子公司的橡膠等生物資產以及配套生產設施等固定資產遭受不同程度的損失,無人員傷亡。經初步統計,公司受災橡膠及非膠、防護林等生物性資產約35萬株(橡膠樹含開割樹和中小苗),預計全年幹膠減產約0.26萬噸。颱風過境後,公司迅速組織人員開展安全隱患排查及災後復產工作,疏通膠園道路、扶正並加固倒伏的橡膠樹,以儘快恢復生產經營秩序,爭取將災害造成的損失降到最低。目前,本次受災的基地分公司已全部恢復生產經營。
本次受損的主要財產已投保,保險公司將在保險協議約定的責任範圍及賠償金額之內進行賠付,預計可以減輕風災給公司帶來的影響。公司已將初步統計的受損情況通報給保險公司,保險公司正在積極進行保險理賠相關工作,後續實際賠付金額以最終核定為準。公司是全球最大的天然橡膠種植、加工、貿易企業,下屬企業及業務分佈於國內外諸多地區,本次颱風給公司造成的損失主要為下屬分公司的橡膠等生物資產損失,海南省內橡膠種植端分公司年度營業收入佔公司總收入比例不足4%,本次災害預計對公司2025年經營業績有一定程度影響,但不會對公司未來可持續發展造成重大不利影響,敬請廣大投資者注意投資風險。
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