塞拉尼斯(CE)周三盘前大跌13.35%,引发市场极度关注。该公司日前公布的2024年第四季度财报显示亏损19亿美元,每股亏损17.45美元,与去年同期的7.01亿美元盈利和每股盈利6.43美元形成鲜明对比。
分析人士认为,导致塞拉尼斯出现如此巨额亏损的主要原因是需求疲软加重和成本上升: 1. 汽车和工业产品市场去库存化趋势持续,压低了塞拉尼斯醋酸等主力产品的需求和销售价格; 2. 欧洲市场(公司主要市场之一)11月和12月商业活动显著萎缩,需求受到打击; 3. 为削减成本,塞拉尼斯关闭了在卢森堡的合资Mylar特种薄膜业务。
数据显示,虽然公司已调整后每股收益1.45美元,超出预期,但营业利润大幅下滑,工程材料部门更是从去年同期的1.22亿美元盈利,转为15.1亿美元亏损。面临如此需求下滑和盈利能力大幅减弱的压力,投资者对塞拉尼斯的前景失去了信心,集体抛售导致股价暴跌。
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