4連板吉鑫科技:可能會受原材料價格上漲和“雙控”政策影響
格隆匯11月3日丨吉鑫科技發佈異動公告,2021年以來,生鐵、樹脂、廢鋼等主要原材料價格在高位震盪,若未來原材料價格持續大幅上漲,公司不能將原材料價格波動的風險及時轉移到下遊客戶,則可能因原材料價格上漲帶來主營業務成本增加,對公司的盈利能力產生不利影響。2021年多地政府實施“雙控”政策,一方面公司可能面臨因“雙控”而限電限產,另一方面因“雙控”受限的產能影響,相應的攤銷成本略有上升,可能對公司的利潤帶來不利影響。
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