000929股票(洲际油气股吧)

2022-07-19 3:54:12 证券 group

000929股票



本文目录一览:



今日早盘,截至09:45,酿酒行业板块拉升。兰州黄河(000929.CN)涨9.99%报10.9元,惠泉啤酒(600573.CN)涨6.32%报10.94元,ST威龙(603779.CN)涨4.97%报8.24元,*ST西发(000752.CN)涨4.95%报6.57元,舍得酒业(600702.CN)涨4.73%报235.79元,皇台酒业(000995.CN)涨4.66%报31.65元,口子窖(603589.CN)涨4.43%报63.12元,老白干酒(600559.CN)涨4.03%报28.38元。

列表股票代码股票名称涨跌幅(%)*价
1000929.CN兰州黄河9.9910.9
2600573.CN惠泉啤酒6.3210.94
3603779.CNST威龙4.978.24
4000752.CN*ST西发4.956.57
5600702.CN舍得酒业4.73235.79
6000995.CN皇台酒业4.6631.65
7603589.CN口子窖4.4363.12
8600559.CN老白干酒4.0328.38




洲际油气股吧

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洲际油气吧(600759)

洲际油气吧

3.43-0.12-3.38%

帖子数1篇

股神八飞貸

影响力注册时长1.2年

发表于 今天 12:24 来自Android版

帖子审核中,仅自己可见

更新于 今天 12:26

已答

周一涨停

股友NVjDQW

影响力注册时长5天

发表于 今天 11:06 来自iPhone版

帖子审核中,仅自己可见

更新于 今天 11:09

已答

拿上十年,怕什么,就是干

悟空方能做多

影响力注册时长1.6年

发表于 06-15 14:53 来自iPhone版

帖子审核中,仅自己可见

更新于 今天 08:54

已答

下周一低开高走,十点前封涨停板。

股友o2K3Vz

影响力注册时长5天

发表于 今天 08:26 来自iPhone版

帖子审核中,仅自己可见

更新于 今天 08:30

已答

多好的接筹机会!

走进春天1

影响力注册时长3个月

发表于 06-15 19:02 来自Android版

帖子审核中,仅自己可见

更新于 06-15 19:02

已答洗不走我,亏了35个点。

吃了没有

影响力注册时长1个月

发表于 06-15 17:32 来自股吧手机网页版

帖子审核中,仅自己可见

更新于 06-15 17:33

已答

洗特么谁也洗不走老子

悲惨的小韭菜股民

影响力注册时长3个月

发表于 06-15 12:38 来自股吧手机网页版

帖子审核中,仅自己可见

更新于 06-15 12:41

已答

下个星期肯定会到3元的

小小基民阿

影响力注册时长3个月

发表于 06-15 11:19 来自iPhone版

帖子审核中,仅自己可见

更新于 06-15 11:19

已答

国内油价下调了

发表于 06-15 10:25 来自Android版

帖子审核中,仅自己可见

更新于 06-15 10:25

已答操!这么多砸盘的

修行1974

影响力注册时长2个月

发表于 06-15 09:41 来自股吧手机网页版

帖子审核中,仅自己可见

更新于 06-15 09:42

已答

赚钱不走赔钱走?傻吧。呵呵呵呵

一买红168

影响力注册时长6.1年

发表于 06-15 06:13 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-15 08:55

已答清仓才能轻松过周末。。。

[图片]

发表于 06-15 06:20 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-15 06:21

已答空仓才能轻松过周末

清仓才能轻松过周末

股友Gsow35

影响力注册时长5天

发表于 06-14 23:55 来自iPhone版

帖子审核中,仅自己可见

更新于 06-14 23:57

已答

利空致A股高位震荡,后市风向或有巨变!

返回顶部

手机网 eastmoney.com




000929股票行情



从曾经A股市值*的医药公司,到现在市值不到400亿,短暂的几年里上海莱士股价遭遇腰斩。

公司主营业务血液制品主要以健康人血浆为原材料,采用生物学工艺或分离纯化技术制备的生物活性制剂。在医疗急救及某些特定疾病和治疗上,血液制品有着其他药品不可替代的重要作用。由于血制品蛋白的含量都很有限,提取血制品蛋白需要大量的血浆,加之近年来需求的不断上升,血制品一直处于供不应求的局面。

按照常理,处在供不应求行业里的公司一般都会比较吃香,不过上海莱士仿佛有着更大的“野心”。

根据公司2018年财务数据,在公司毛利率长年保持60%的背景下,上海莱士迎来了上市以来*亏损。其主要原因是“受资本市场波及,承担了风险投资损失”。

在遭到深交所问询函之后,公司表示“金盆洗手”,不再涉及二级市场投资。那么,股价低迷的上海莱士,在调整战略之后,能否拾投资者的信心呢?

“股神”陨落

曾经靠炒股荣登神坛,如今亏损黯然离场。

实际上,上市公司“炒股票”的不在少数,然而大多数都亏损离场,尤其是“跨界炒股”的上市公司。

由于资本市场波动,兰州黄河(000929.SZ)、中钢国际(000928.SZ)、群兴玩具(002575.SZ)、拓邦股份(002139.SZ)等上市公司都出现了证券投资业务亏损。

最引人注目的“裁缝股神”雅戈尔(002922.SZ)也开始“金盆洗手”,从新调整战略。这个炒股20年,投资收益一度超过200亿的企业如今为何就此罢手了呢?

一方面,由于股票投资的波动性很大,在某些年份行情不好的时候,减值对公司业绩影响很大;另一方面,A股市场对于涉及业务庞杂的公司估值普遍都比较低,实际上早在2016年李如成就喊出了“回归主业”的口号,对外宣布“用五年时间再造一个雅戈尔”。

相比雅戈尔,曾经的医药界股神上海莱士在去年仿佛就没有那么顺利了。根据公司财务报表显示,公司2018年非经常损益达到-17亿,而当年营收才仅仅18亿,直接导致了当年净利润亏损15亿。

事实上,这一隐患在财务报表当中早有体现。在公司2015年的年报中,公司非经常损益近8亿元,而当年营业收入为20亿元,将近占了营收的40%。在接下来的2016年中,公司的炒股业绩依旧“辉煌”,当年非经常损益超7亿元,占了当年营收30%左右。

无奈市场风云变化,就算是专业投资者在市场风格有所切换的时候都会感到措手不及。2017年蓝筹股爆发的年份,公司非经常损益减少至2亿元,如果这个业绩在当年勉强还能用“说得过去来形容”,那么去年无疑是公司的灾难年。

从上海莱士“重仓股”万丰奥威(002085.SZ)来看,该公司主要从事铝轮、环保涂覆、镁合金材料等业务,而从财务报表上来看该公司增长缓慢,股价从去年*点至今也是遭遇腰斩,很难理解上海莱士的投资逻辑是什么。没有一个成熟的投资体系,加上跨界炒股曾经的爆赚,上海莱士难免有些过度自信了。

在收到深交所的问询函之后,上海莱士表示公司不再参与新的二级市场投资,现持有的证券也会在合适的时候卖出。不过,炒股被打脸的上海莱士,在回归主营业务之后真的会变好吗?

主营业务受影响

上海莱士虽处在“黄金行业”,却没赚着相应的钱。

从行业发展来看,我国血液制品的分离提取技术已较为成熟,但生产环节产能提升仍有较大空间,尤其是凝血因子类及免疫球蛋白类。根据中检所的统计,2018年采浆量为8800吨,如果按照欧洲市场人均31L的采浆量来计算,我国血浆需求有望超过4万吨。

按照常理,身处在一个具有巨大市场成长空间的公司,一般都会过的比较“舒服”,然而上海莱士却是个例外。根据公司财务报表,上海莱士的营业收入在2016-2018年分别为23.3亿、19.3亿、18亿,已经连续三年营收下滑。

相比同行业的其它上市公司,华兰生物(002007.SZ)在2016-2018年营收分别为19.4、23.7、32.2亿元;净利润7.71、8.04、32.17亿元。天坛生物(600161.SZ)2016-2018年营收分别为20.9、17.7、29.3亿元;净利润3.03、12.46、7.36亿元。博雅生物(300294.SZ)在2016-2018年营收分别为9.4、14.6、24.5亿元;净利润2.78、3.65、4.85亿元,均实现了增长。

面对营收下滑的疑问,公司回应称,一方面是由于子公司郑州莱士于2017年7月其开始停产改造项目,因而去年没有产生营收,造成业绩下滑。另一方面,由于之前公司的销售模式以经销销售渠道为主,在两票制实行之后逐步调整销售策略,变为经销模式与终端销售模式双轨并行,因而对营收产生影响。

其实,郑州莱士的停产带来的不仅仅是营收的下滑,还有商誉的减值。从2014年开始,上海莱士就开始通过并购进行外延扩张,分别收购了郑州莱士和同路生物,其结果就是形成了14.83亿元和39.37亿元的商誉。也正是在那一年,上海莱士的商誉从2013年101万激增到2014年54亿,也为之后埋下了隐患。

根据上海莱士去年的年报披露,去年公司账面商誉价值为55.19亿元,占资产总额48.46%,这一比例可以说是相当高了,不仅如此,在去年年报中还披露将对子公司郑州莱士计提1.86亿商誉减值准备。究其原因,主要是因为郑州莱士工艺改造工程完成恢复生产时间延迟和建造、搬迁到长沙生产基地两个方面因素的影响。据悉,原定于2019下半年恢复生产的工艺改造预计要延迟到2020年7月才可恢复生产,因而产生了商誉减值。

上海莱士仿佛在扩张路上不会就此罢手。最近上海莱士打算发行股份购买基立福持有的GDS全部或部分股权以及天诚德国股东持有的天诚德国***股权,在面临炒股巨亏、商誉减值等问题之后,上海莱士的跨界并购能否力挽狂澜呢?




000929股票分析

兰州黄河(000929.SZ)发布公告,公司股票交易价格连续三个交易日内(2020年11月19日、2020年11月20日和2020年11月23日)日收盘价格涨幅偏离值累计达到20%,根据深圳证券交易所交易规则的有关规定,属于股票交易异常波动情形。

经自查,公司董事会确认,公司目前没有任何根据深交所《股票上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等;公司董事会也未获悉公司有根据深交所《股票上市规则》的规定应予以披露而未披露的、对公司股票交易价格产生较大影响的信息;公司前期披露的信息不存在需要更正、补充之处。


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