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博匯紙業澄清漲價傳聞

博(bo)(bo)匯(hui)紙(zhi)業（600966）7月8日公(gong)(gong)(gong)告稱，公(gong)(gong)(gong)司(si)(si)(si)(si)關(guan)注(zhu)到部分報道中有涉及“博(bo)(bo)匯(hui)紙(zhi)業山東公(gong)(gong)(gong)司(si)(si)(si)(si)生(sheng)(sheng)產的(de)銅(tong)版卡(ka)、白卡(ka)紙(zhi)提價(jia)100元(yuan)/噸；江蘇(su)(su)公(gong)(gong)(gong)司(si)(si)(si)(si)生(sheng)(sheng)產的(de)白卡(ka)紙(zhi)提價(jia)100元(yuan)/噸”及公(gong)(gong)(gong)司(si)(si)(si)(si)停(ting)機(ji)的(de)相(xiang)關(guan)信(xin)息。對于上(shang)述(shu)消息，經(jing)與公(gong)(gong)(gong)司(si)(si)(si)(si)銷售部門、生(sheng)(sheng)產部門核實，公(gong)(gong)(gong)司(si)(si)(si)(si)“白卡(ka)紙(zhi)、食品(pin)卡(ka)”系(xi)列(lie)產品(pin)執行(xing)價(jia)格（含(han)稅(shui)到廠價(jia)）為6410元(yuan)/噸~7310元(yuan)/噸；“銅(tong)板卡(ka)紙(zhi)”系(xi)列(lie)產品(pin)執行(xing)價(jia)格（含(han)稅(shui)到廠價(jia)）為6210元(yuan)/噸~6910元(yuan)/噸。公(gong)(gong)(gong)司(si)(si)(si)(si)之子公(gong)(gong)(gong)司(si)(si)(si)(si)江蘇(su)(su)博(bo)(bo)匯(hui)“白卡(ka)紙(zhi)”系(xi)列(lie)產品(pin)執行(xing)價(jia)格（含(han)稅(shui)到廠價(jia)）為6410元(yuan)/噸~6910元(yuan)/噸。上(shang)述(shu)價(jia)格由(you)博(bo)(bo)匯(hui)紙(zhi)業于今年3月末公(gong)(gong)(gong)告披露(lu)。公(gong)(gong)(gong)司(si)(si)(si)(si)表(biao)示，截止目前，公(gong)(gong)(gong)司(si)(si)(si)(si)仍(reng)然執行(xing)上(shang)述(shu)價(jia)格，未對上(shang)述(shu)產品(pin)價(jia)格進(jin)行(xing)調整。此外，公(gong)(gong)(gong)司(si)(si)(si)(si)稱，其按(an)照(zhao)慣例每月例行(xing)對生(sheng)(sheng)產設備(bei)停(ting)機(ji)檢修維護，不(bu)(bu)會對生(sheng)(sheng)產經(jing)營(ying)帶(dai)來重(zhong)大不(bu)(bu)利影響。

受益白卡(ka)紙(zhi)(zhi)景氣度提升，博(bo)匯紙(zhi)(zhi)業等廠商業績大(da)幅飆升，股價也是隨之(zhi)大(da)漲。據(ju)券商測算，博(bo)匯紙(zhi)(zhi)業是國內(nei)白卡(ka)紙(zhi)(zhi)四巨頭之(zhi)一，擁有造紙(zhi)(zhi)產(chan)(chan)能(neng)(neng)200萬(wan)噸(dun)，其中白卡(ka)紙(zhi)(zhi)產(chan)(chan)能(neng)(neng)高達150萬(wan)噸(dun)。今年(nian)年(nian)初，公司宣布擬建設75萬(wan)噸(dun)白卡(ka)紙(zhi)(zhi)產(chan)(chan)能(neng)(neng)。不過(guo)，自2016年(nian)下半年(nian)以(yi)來，晨鳴紙(zhi)(zhi)業年(nian)產(chan)(chan)120萬(wan)噸(dun)等諸多白卡(ka)紙(zhi)(zhi)生產(chan)(chan)線投產(chan)(chan)，一大(da)波(bo)新產(chan)(chan)能(neng)(neng)競(jing)相上馬。對(dui)于投資(zi)者而言，需(xu)要警惕的(de)是：市場需(xu)求能(neng)(neng)否消化(hua)快速上漲的(de)產(chan)(chan)能(neng)(neng)，避(bi)免(mian)供需(xu)失衡出現？

沃爾核材控股股東明確增持期限

沃(wo)爾核材(cai)（002130）7月8日公(gong)告稱，公(gong)司于(yu)2015年(nian)7月9日披露(lu)了(le)《關于(yu)控(kong)股(gu)(gu)股(gu)(gu)東擬增持(chi)(chi)(chi)公(gong)司股(gu)(gu)票(piao)的(de)公(gong)告》，根據增持(chi)(chi)(chi)公(gong)告，公(gong)司控(kong)股(gu)(gu)股(gu)(gu)東周(zhou)和平應自資產管理(li)計劃成立(li)后(hou)的(de)5個交易(yi)日內增持(chi)(chi)(chi)完(wan)畢。但自2015年(nian)7月9日至(zhi)今，由(you)于(yu)資金籌措(cuo)等各種原因，周(zhou)和平用以增持(chi)(chi)(chi)沃(wo)爾核材(cai)股(gu)(gu)票(piao)的(de)資產管理(li)計劃一直未有(you)合適的(de)時機成立(li)。截至(zhi)公(gong)告日，周(zhou)和平關于(yu)增持(chi)(chi)(chi)公(gong)司股(gu)(gu)票(piao)的(de)承諾仍處于(yu)待履行(xing)(xing)的(de)有(you)效(xiao)狀態，為了(le)進一步明確本承諾的(de)履行(xing)(xing)期限，周(zhou)和平承諾：將在2018年(nian)12月31日之(zhi)前履行(xing)(xing)完(wan)畢上述增持(chi)(chi)(chi)。

添升寶（微信公眾號(hao)：you-daydayup）注意到(dao)，周和平的(de)增持承諾金額為不低于2.5億元。

海思科半年度業績“變臉”

海思科(ke)（002653）7月8日發(fa)布(bu)2017年半(ban)年度業(ye)績預(yu)告(gao)修正(zheng)公(gong)(gong)(gong)告(gao)，公(gong)(gong)(gong)司(si)(si)預(yu)計上(shang)半(ban)年實(shi)現歸屬于(yu)(yu)(yu)上(shang)市(shi)公(gong)(gong)(gong)司(si)(si)股(gu)東(dong)(dong)的(de)凈利(li)潤為盈(ying)利(li)1.19億(yi)元(yuan)~1.66億(yi)元(yuan)，與上(shang)年同(tong)期相比(bi)下(xia)降(jiang)50%~30%。此前，公(gong)(gong)(gong)司(si)(si)于(yu)(yu)(yu)4月29日發(fa)布(bu)的(de)1季報(bao)預(yu)測，上(shang)半(ban)年歸屬于(yu)(yu)(yu)上(shang)市(shi)公(gong)(gong)(gong)司(si)(si)股(gu)東(dong)(dong)的(de)凈利(li)潤比(bi)上(shang)年同(tong)期變動(dong)幅度為-10%至10%，盈(ying)利(li)變動(dong)區間(jian)為2.14億(yi)元(yuan)至2.61億(yi)元(yuan)。對于(yu)(yu)(yu)業(ye)績預(yu)測修正(zheng)的(de)原因，上(shang)市(shi)公(gong)(gong)(gong)司(si)(si)表示，主要系(xi)公(gong)(gong)(gong)司(si)(si)營業(ye)外收入中政府補助同(tong)比(bi)下(xia)降(jiang)約7000萬元(yuan)；此外，公(gong)(gong)(gong)司(si)(si)銷售費用同(tong)比(bi)上(shang)升較大。

去年上半年，海(hai)(hai)思科(ke)倚靠(kao)政府(fu)補(bu)助和理財收益，實現(xian)凈利潤同比增長。但(dan)剔除掉政府(fu)補(bu)助之(zhi)后(hou)，公(gong)司業績其實同比2015年上半年出現(xian)了下滑。不(bu)過，目前有(you)一個不(bu)確定性的因素是(shi)(shi)：政府(fu)補(bu)助是(shi)(shi)沒有(you)，還是(shi)(shi)沒有(you)到賬(zhang)？倘(tang)若(ruo)補(bu)助將在下半年得到體現(xian)，或許(xu)海(hai)(hai)思科(ke)的業績存在一定回升的可能(neng)。