格隆汇8月18日丨精技集团(03302.HK)公告，截至2023年6月30日止6个月中期业绩，集团收益减少37.9%至约4430万新加坡元。该减幅主要由于电子制造服务分部在新加坡的销售量减少约51.8%。集团录得除税后净亏损约150万新加坡元，而2022年同期则录得除税后...に(值)(zhizhi)(得)(dede)(一)(yiyi)(提)(titi)(的)(dede)(是)(shishi)(，)(，，)(舍)(sheshe)(得)(dede)(酒)(jiujiu)(业)(yeye)(今)(jinjin)(年)(niannian)(第)(didi)(二)(erer)(季)(jiji)(度)(dudu)(营)(yingying)(业)(yeye)(收)(shoushou)(入)(ruru)(1)(11)(5)(55)(.)(..)(0)(00)(8)(88)(亿)(yiyi)(元)(yuanyuan)(，)(，，)(逆)(nini)(势)(shishi)(增)(zengzeng)(长)(changchang)(3)(33)(2)(22)(.)(..)(1)(11)(%)(%%)(。)(。。)(“)(““)(淡)(dandan)(季)(jiji)(不)(bubu)(淡)(dandan)(”)(””)(的)(dede)(经)(jingjing)(营)(yingying)(业)(yeye)(绩)(jiji)(给)(geigei)(市)(shishi)(场)(changchang)(带)(daidai)(来)(lailai)(了)(lele)(信)(xinxin)(心)(xinxin)(。)(。。)(有)(youyou)(业)(yeye)(内)(neinei)(专)(zhuanzhuan)(家)(jiajia)(表)(biaobiao)(示)(shishi)(，)(，，)(这)(zhezhe)(主)(zhuzhu)(要)(yaoyao)(得)(dede)(益)(yiyi)(于)(yuyu)(舍)(sheshe)(得)(dede)(酒)(jiujiu)(业)(yeye)(保)(baobao)(持)(chichi)(战)(zhanzhan)(略)(lvelve)(定)(dingding)(力)(lili)(，)(，，)(实)(shishi)(施)(shishi)(控)(kongkong)(货)(huohuo)(保)(baobao)(价)(jiajia)(的)(dede)(同)(tongtong)(时)(shishi)(，)(，，)(积)(jiji)(极)(jiji)(推)(tuitui)(进)(jinjin)(终)(zhongzhong)(端)(duanduan)(活)(huohuo)(动)(dongdong)(，)(，，)(有)(youyou)(效)(xiaoxiao)(刺)(cici)(激)(jiji)(消)(xiaoxiao)(费)(feifei)(开)(kaikai)(瓶)(pingping)(。)(。。)(稳)(wenwen)(中)(zhongzhong)(有)(youyou)(进)(jinjin)(的)(dede)(上)(shangshang)(半)(banban)(年)(niannian)(经)(jingjing)(营)(yingying)(情)(qingqing)(况)(kuangkuang)(，)(，，)(也)(yeye)(为)(weiwei)(舍)(sheshe)(得)(dede)(酒)(jiujiu)(业)(yeye)(下)(xiaxia)(半)(banban)(年)(niannian)(深)(shenshen)(化)(huahua)(发)(fafa)(展)(zhanzhan)(提)(titi)(供)(gonggong)(了)(lele)(强)(qiangqiang)(劲)(jinjin)(保)(baobao)(障)(zhangzhang)(。)(。。)。(。。)。

　　(沥沥)(青青)(bb)(uu)(22)(33)(11)(11)(震震)(荡荡)(走走)(势势)(，，)(短短)(期期)(震震)(荡荡)(调调)(整整)(，，)(暂暂)(观观)(望望)(。。)。

　　eRQEvziS还在她体内不停的冲撞 老扒抱着阵红去开门小说-\-\-我的心里话...7PL6URmj8J⊙◎▄█▌ⅰⅱⅲⅳ　(但)(dandan)(个)(gege)(股)(gugu)(市)(shishi)(值)(zhizhi)(体)(titi)(量)(liangliang)(、)(、、)(股)(gugu)(性)(xingxing)(以)(yiyi)(及)(jiji)(所)(suosuo)(处)(chuchu)(的)(dede)(市)(shishi)(场)(changchang)(环)(huanhuan)(境)(jingjing)(不)(bubu)(同)(tongtong)(均)(junjun)(会)(huihui)(导)(daodao)(致)(zhizhi)(T)(TT)(R)(RR)(I)(II)(X)(XX)(指)(zhizhi)(标)(biaobiao)(策)(cece)(略)(lvelve)(的)(dede)(有)(youyou)(效)(xiaoxiao)(性)(xingxing)(不)(bubu)(同)(tongtong)(。)(。。)(保)(baobao)(守)(shoushou)(起)(qiqi)(见)(jianjian)(，)(，，)(策)(cece)(略)(lvelve)(哥)(gege)(特)(tete)(地)(didi)(回)(huihui)(测)(cece)(了)(lele)(近)(jinjin)(几)(jiji)(年)(niannian)(皖)(wanwan)(通)(tongtong)(科)(keke)(技)(jiji)(相)(xiangxiang)(同)(tongtong)(指)(zhizhi)(标)(biaobiao)(形)(xingxing)(态)(taitai)(的)(dede)(出)(chuchu)(现)(xianxian)(次)(cici)(数)(shushu)(及)(jiji)(后)(houhou)(续)(xuxu)(影)(yingying)(响)(xiangxiang)(，)(，，)(数)(shushu)(据)(juju)(发)(fafa)(现)(xianxian)(皖)(wanwan)(通)(tongtong)(科)(keke)(技)(jiji)(从)(congcong)(2)(22)(0)(00)(2)(22)(0)(00)(年)(niannian)(起)(qiqi)(共)(gonggong)(出)(chuchu)(现)(xianxian)(过)(guoguo)(1)(11)(5)(55)(次)(cici)(T)(TT)(R)(RR)(I)(II)(X)(XX)(金)(jinjin)(叉)(chacha)(。)(。。)(。。)。

　　tongshi，bingcheng“rangshuhaoyongbashuyonghao”delinian，gongsitongguoyukehugongchuang，shengjiyonghuyunyingpingtainengli，bangzhukehubashuyonghaobingchendianshujuzichan，qudongkehuquanlianluzhihuihuayunying，kehunianxingjinyibuzengqiang。baogaoqinei，meirihudongdeyonghuyunyingpingtaiyonghurihuoyitupo9000wan。。◇◆※.'..'.『』〖〗▓▓╮╭╯╰ァ┱┲⊕×o°”`”°o××o°”`”°o×-(NMNhyYq还在她体内不停的冲撞 老扒抱着阵红去开门小说-\-\-我的心里话...cakzXJfRgn尤其从估值来看，A股整体估值水平较低，股价回落和业绩消化，显而易见的高估值公司比例较大幅度降低，机会更广泛分布在价值股和产业转型预期的成长股中。。。

　　8yue18ri，。っ　　事件描述公司发布2022年半年度报告：报告期内公司实现营业收入159.69亿元，同比-17.70%；实现归母净利润22.34亿元，同比-33.61%；扣非后归母净利润21.21亿元，同比-37.90%；基本每股收益0.9649元/股，加权平均净资产收益率9.51%，同比减少8.72个百分点。经营活动产生的现金流量净额65.32亿元，同比38.03%，截至6月30日，公司总资产775.15亿元，同比+4.53%，净资产241.50亿元，同比+11%。事件点评焦煤价格回落，影响半年度效益。1-6月，平顶山产主焦煤、1/3焦煤车板价平均价格分别为2413.17元/吨和2199.51元/吨，同比分别-18.47%和-16.05%，尤其是Q2随着进口增量及地产负面信息暴露，焦煤价格持续回落，Q2平顶山产主焦煤、1/3焦煤均价分别为2268.71元/吨和2080.97元/吨，同比-23.35%和-20.57%，环比-11.38%和-10.30%。动力煤方面，秦港动力末煤H1均价1022.68元/吨，同比-13.9%；Q2均价916.82元/吨，同比-23.75%，环比-18.89%。成本方面，随着煤价下行及公司持续推动主辅分离与“减员提效”战略，所得税及管理费用分别同比-26.96%和-0.29%，H1营业成本合计110.77亿元，同比-11.9%，一定程度上对冲了价格下跌影响。产量平稳增长，折合原煤吨煤毛利随煤价回落。1-6月，公司原煤产量合计1537万吨，同比+2.40%；精煤产量完成618万吨，同比+3.52%。洗煤和混煤分部合计营收181.93亿元，同比-14.63%，折合原煤吨煤售价1183.65元/吨，同比-16.63%；吨煤成本882.16元/吨，同比-10.39%；吨煤毛利301.48元/吨，同比-30.73%；毛利率25.47%，同比降低5.19个百分点。公司资源优质，资产注入空间大，外延成长可期。上半年焦煤价格下跌主要因地产开发增速不及预期，叠加进口供应增量较大，根据wind数据H1国内炼焦煤产量2.49亿吨，同比+0.63%；进口合计4521.56万吨，同比+119.12%，即增量主要由进口提供。7月以来海外焦煤价格持续反弹，澳大利亚峰景矿硬焦煤目前271.5美元/吨，比6月底上涨9.48%，国内外价差维持低位，预期后期国内焦煤降幅有限。同时，国内主焦煤资源稀缺，产量增速较低，公司丰富的主焦煤资源是未来盈利保障。同时，集团资产注入承诺明确，操作性较强，公司未来资产规模增长可期。投资建议预计公司2023-2025年EPS分别为1.891.921.97元，对应公司8月16日收盘价7.70元，2023-2025年PE分别为4.14.03.9倍，继续给予“增持-A”。

　　在美股失去融资能力后，晶科能源去年初回到A股科创板上市，包括IPO、可转债和此次筹划的定增，一年多以来三次融资300亿元。考虑到证监会对上市公司最低融资间隔为半年的规定，晶科能源可以说是“掐点圈钱”，突显出公司对资金的极度焦虑。。EdPlzwu还在她体内不停的冲撞 老扒抱着阵红去开门小说-\-\-我的心里话...Jq8yQ8AW7k　(去)(ququ)(年)(niannian)(，)(，，)(华)(huahua)(新)(xinxin)(环)(huanhuan)(保)(baobao)(实)(shishi)(现)(xianxian)(营)(yingying)(业)(yeye)(收)(shoushou)(入)(ruru)(7)(77)(.)(..)(5)(55)(2)(22)(亿)(yiyi)(元)(yuanyuan)(，)(，，)(同)(tongtong)(比)(bibi)(下)(xiaxia)(降)(jiangjiang)(3)(33)(.)(..)(7)(77)(7)(77)(%)(%%)(，)(，，)(净)(jingjing)(利)(lili)(润)(runrun)(1)(11)(.)(..)(1)(11)(2)(22)(亿)(yiyi)(元)(yuanyuan)(，)(，，)(同)(tongtong)(比)(bibi)(下)(xiaxia)(降)(jiangjiang)(2)(22)(8)(88)(.)(..)(5)(55)(8)(88)(%)(%%)(。)(。。)(。。)。

　　策略之王监测到，2023年08月18日上工申贝MACD的DIF线上穿DEA线(白线上穿黄线)，形成“黄金交叉”。短期指标自下而上穿越长期指标，多头力量逐步释放，上涨行情或将延续，是个不错的技术性买入信号。”xFBsvCgA还在她体内不停的冲撞 老扒抱着阵红去开门小说-\-\-我的心里话...SOYTMmie6q　(富)(fufu)(盈)(yingying)(环)(huanhuan)(球)(qiuqiu)(集)(jiji)(团)(tuantuan)(()((()(0)(00)(1)(11)(6)(66)(2)(22)(0)(00)())()))(发)(fafa)(布)(bubu)(公)(gonggong)(告)(gaogao)(，)(，，)(与)(yuyu)(截)(jiejie)(至)(zhizhi)(2)(22)(0)(00)(2)(22)(2)(22)(年)(niannian)(6)(66)(月)(yueyue)(3)(33)(0)(00)(日)(riri)(止)(zhizhi)(6)(66)(个)(gege)(月)(yueyue)(的)(dede)(除)(chuchu)(所)(suosuo)(得)(dede)(税)(shuishui)(前)(qianqian)(亏)(kuikui)(损)(sunsun)(约)(yueyue)(1)(11)(2)(22)(5)(55)(0)(00)(万)(wanwan)(港)(ganggang)(元)(yuanyuan)(相)(xiangxiang)(比)(bibi)(较)(jiaojiao)(，)(，，)(集)(jiji)(团)(tuantuan)(预)(yuyu)(期)(qiqi)(截)(jiejie)(至)(zhizhi)(2)(22)(0)(00)(2)(22)(3)(33)(年)(niannian)(6)(66)(月)(yueyue)(3)(33)(0)(00)(日)(riri)(止)(zhizhi)(6)(66)(个)(gege)(月)(yueyue)(取)(ququ)(得)(dede)(除)(chuchu)(所)(suosuo)(得)(dede)(税)(shuishui)(前)(qianqian)(溢)(yiyi)(利)(lili)(不)(bubu)(少)(shaoshao)(于)(yuyu)(1)(11)(2)(22)(0)(00)(万)(wanwan)(港)(ganggang)(元)(yuanyuan)(。)(。。)(。。)。

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