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港股异动 | 中宝新材(02439)盘中重挫跌超8% 新一轮禁限塑政策的催化之下 公司股价短期出现快速上涨

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中宝新材(02439)盘中重挫跌超8%,截止发稿跌8.33%,报1.76港元,成交额5591万港元。

据财报数据披露,2020年至2022年,中宝新材分别实现收入为1.67亿元、2.57亿元、3亿元,分别同比增长62.34%、53.99%、16.77%,实现净利润则分别为0.49亿元、0.78亿元、0.57亿元,分别同比增长81.54%、59.15%、-27.94%。其中,2022年净利润下滑或由于同期毛利率下滑所致,即其2022年毛利率较2021年同期毛利率下滑4个百分点至40.1%,原因主要是由于平均单位成本 的增加百分比高于平均售价的增加百分比。

分析人士表示,中宝新材股价在新一轮禁限塑政策的催化之下,短期出现快速上涨,但公司业绩兑现需要一个过程,股价上涨推动估值上行的当下,追高介入或许并不可取。市场不妨短期先关注禁限塑政策执行力度及效果,之后静待中宝新材新产能落地和业绩兑现情况。

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