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高景气提升业绩 关注有机硅等三大超预期板块(附股)————东方财富网博客

高景气提升业绩 关注有机硅等三大超预期板块(附股)————东方财富网博客
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高景气提升业绩 关注有机硅等三大超预期板块(附股) _ 东方财富网

【高景气提升业绩 关注有机硅等三大超预期板块(附股)】三季度已经过半,市场在挖掘中报披露期机会同时,也对三季度有望超预期的行业给与关注。投资者可根据此逻辑,逢低配置有机硅、草甘膦、券商等业绩有望超预期的板块。 ....

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江山股份(600389):草甘膦景气超预期 拟并购福华强强联合 未来——行股故事——东方财富网博客


江山股份(600389):草甘膦景气超预期 拟并购福华强强联合 未来成长可期
公司发布2020年年度报告及2021年一季度报告,2020 年实现营收51.21
  亿元(yoy+7.11%),创历史新高;实现归母净利润3.35 亿元(yoy+11.62%);扣非3.33 亿元(yoy+10.16%)。经营现金流7.07 亿元(yoy+72.87%)大幅提高。2021 年一季度实现营收15.54 亿(yoy+24.93%),归母净利润1.17亿元(yoy+19.55%)。公司拟每10 股派发现金红利5.00 元(含税)。
  以量补价带动2020 全年业绩上涨,量价齐升迎来2021 年良好开局。据中农立华,2020 年草甘膦均价2.27 万元/吨(yoy-7.72%),乙草胺2.18万元/吨(yoy-0.26%),丁草胺2.12 万元/吨(yoy-5.21%),敌敌畏2.05 万元/吨(yoy+5.02%),主营产品价格同比略降加疫情和乐山大水等不可抗力情况下,公司以量补价,2020 年农药产品产销量同比增长11.92%、22.28%,库存水平同 ....

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