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贝因美业绩“飘忽”惨跌停 中欧金鹰或踩雷

2017-09-05 14:16:42   中国经济网

中国经济网北京9月5日讯 (记者 康博) 国内知名奶粉生产企业贝因美(002570)停牌近两个月后,终于在今日迎来了复牌,不过与停牌前一日跌幅达10%的大阴线相比,今日走势则显得干净利落,以一字板方式牢牢封于10.77元的跌停价。

消息面上,贝因美可谓是好坏参半。其在9月4日晚间发布公告称,公司与孕婴联实业(上海)有限公司,达维优加(中山)婴童食品有限公司,安徽优亲贝贝母婴用品销售有限公司,上海添庆网络科技股份有限公司分别签署了《贝因美(注册奶粉品类)总承销协议》,合同期间(2017年9月1日—2018年12月31日)销售目标分别为含税5亿元、3亿元、2亿元和3亿元,合计含税13亿元。

与此同时,在8月16日,贝因美公告称,公司收到浙江证监局的监管措施决定书。因贝因美在今年4月披露,预计2017年上半年归属于上市公司股东的净利润同比扭亏为盈2000万元-5000万元。而7月14日,贝因美又再次披露修正公告称,预计2017年1-6月归属于上市公司股东的净利润为亏损3.5亿元-3.8亿元。

对此,浙江证监局公开指责贝因美相关人员未勤勉尽责。贝因美8月30日披露的2017年中期财务报告显示,公司当期营业收入为12.85亿元,归属于上市公司股东的净利润为-3.68亿元。而从今日复牌的跌停走势看,投资者还是倾向于后者。

另外,从贝因美此前披露的二季报看,在其前十大股东中,中欧基金旗下的中欧新动力与金鹰基金旗下的金鹰稳健成长赫然在目。

数据显示,中欧新动力持有865.43万股,占贝因美流通股比例为0.85%,位列第七大流通股股东。更悲催的是,该基金是在三季度,也就是从7月1日以后刚刚新进入的。除去停牌的时间,该基金买入仅有8个交易日就遭遇了2个跌停。

另外,金鹰稳健成长持有574.88万股,占贝因美流通股比例为0.65%,位列第九大流通股股东。该基金最早于今年一季度买入贝因美股票,但截至记者发稿时止,贝因美股价已经创出一年来的新低。

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