每經AI快訊，2024年5月14日，深(shen)交所向軟控股份（SZ 002073，最新(xin)(xin)(xin)價(jia)：8.86元(yuan)(yuan)）發(fa)出問(wen)詢函(han)：針對(dui)“年報(bao)(bao)顯示，報(bao)(bao)告(gao)期(qi)你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)未開展化工材(cai)料業(ye)(ye)(ye)(ye)(ye)(ye)(ye)務(wu)(wu)。根(gen)據你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)歷年年報(bao)(bao)及對(dui)我(wo)所年報(bao)(bao)問(wen)詢函(han)的(de)(de)(de)回(hui)復，化工材(cai)料業(ye)(ye)(ye)(ye)(ye)(ye)(ye)務(wu)(wu)為(wei)(wei)你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)2021年新(xin)(xin)(xin)增(zeng)(zeng)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)務(wu)(wu)，由你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)增(zeng)(zeng)資(zi)(zi)入(ru)股1.45億(yi)元(yuan)(yuan)并(bing)納(na)入(ru)合(he)(he)并(bing)范圍的(de)(de)(de)山(shan)東(dong)(dong)(dong)東(dong)(dong)(dong)方(fang)宏(hong)(hong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)新(xin)(xin)(xin)材(cai)料科技有限公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)（以(yi)(yi)下(xia)簡(jian)稱“宏(hong)(hong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)新(xin)(xin)(xin)材(cai)料”）通過租賃(lin)生產線經營，以(yi)(yi)總額法確認收(shou)入(ru)，2021年、2022年分別(bie)實現營業(ye)(ye)(ye)(ye)(ye)(ye)(ye)收(shou)入(ru)15.71億(yi)元(yuan)(yuan)、9.69億(yi)元(yuan)(yuan)，毛(mao)利(li)率0.07%、1.80%，大(da)幅(fu)低于(yu)你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)綜(zong)合(he)(he)毛(mao)利(li)率且凈(jing)利(li)潤為(wei)(wei)負。你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)稱，增(zeng)(zeng)資(zi)(zi)宏(hong)(hong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)新(xin)(xin)(xin)材(cai)料是基于(yu)聚烯烴新(xin)(xin)(xin)材(cai)料行(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)的(de)(de)(de)發(fa)展勢頭(tou)和(he)市場前景，增(zeng)(zeng)強公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)持(chi)(chi)續盈(ying)利(li)能力。而(er)你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)2022年8月將所持(chi)(chi)宏(hong)(hong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)新(xin)(xin)(xin)材(cai)料股權以(yi)(yi)1.45億(yi)元(yuan)(yuan)轉讓給山(shan)東(dong)(dong)(dong)東(dong)(dong)(dong)方(fang)宏(hong)(hong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)化工有限公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)（以(yi)(yi)下(xia)簡(jian)稱“東(dong)(dong)(dong)方(fang)宏(hong)(hong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)”），股權轉讓款分兩(liang)期(qi)在股權交割后一年內支付。東(dong)(dong)(dong)方(fang)宏(hong)(hong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)為(wei)(wei)宏(hong)(hong)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)新(xin)(xin)(xin)材(cai)料在你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)增(zeng)(zeng)資(zi)(zi)入(ru)股前的(de)(de)(de)控股股東(dong)(dong)(dong)。此外，報(bao)(bao)告(gao)期(qi)你(ni)(ni)公(gong)(gong)(gong)(gong)司(si)(si)(si)(si)(si)制造及安(an)(an)裝業(ye)(ye)(ye)(ye)(ye)(ye)(ye)務(wu)(wu)、橡(xiang)膠新(xin)(xin)(xin)材(cai)料業(ye)(ye)(ye)(ye)(ye)(ye)(ye)務(wu)(wu)毛(mao)利(li)率分別(bie)為(wei)(wei)23.34%、16.89%，較上期(qi)增(zeng)(zeng)長6.02、9.38個百分點。”等(deng)情(qing)況，深(shen)交所提出包括“結(jie)合(he)(he)行(xing)業(ye)(ye)(ye)(ye)(ye)(ye)(ye)競(jing)爭情(qing)況、成本結(jie)構、原(yuan)材(cai)料價(jia)格、銷售(shou)定價(jia)等(deng)因素，說明制造及安(an)(an)裝業(ye)(ye)(ye)(ye)(ye)(ye)(ye)務(wu)(wu)、橡(xiang)膠新(xin)(xin)(xin)材(cai)料業(ye)(ye)(ye)(ye)(ye)(ye)(ye)務(wu)(wu)毛(mao)利(li)率較上期(qi)大(da)幅(fu)增(zeng)(zeng)長的(de)(de)(de)原(yuan)因及合(he)(he)理(li)性”等(deng)要求。

2023年1至12月(yue)份，軟(ruan)控股份的營業(ye)收入構成為(wei)：制(zhi)造及安裝(zhuang)業(ye)占(zhan)比(bi)96.21%，軟(ruan)件業(ye)占(zhan)比(bi)3.79%。

道(dao)達號（daoda1997）“個股趨勢”提醒：
1. 軟控股份近30日內北向資金持股量增加1495.66萬股，占流通股比例增加1.57%；
2. 近30日內共有(you)2批機(ji)構對(dui)軟控股份調研，合計(ji)調研的(de)機(ji)構家(jia)數(shu)為6家(jia)。

每(mei)經頭條（nbdtoutiao）——

(記者 王曉波)

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