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真明麗大虧後料有後著 @ 2012-06-27T09: Back Hot News
Keyword:真明麗
Concept:14億元 , 真明麗全年虧損
全球LED燈飾大廠真明麗(911868-TW)公告截至2012年3月底的去年度獲利由盈轉虧,營收大幅衰退達36%,稅後淨利虧損達14.3億港元,超過在港股市值的11.5億元,拖累今(26)日TDR股價開盤重挫跌停,股價只剩3.65元,原股(01868-HK)更大跌超過15%,僅剩下1.1港元。
雖然真明麗自3月發布獲利預警至今,股價累計已下挫逾40%,但由於虧損程度仍遠超市場,估計股價將進一步下滑。真明麗昨重挫9.84%報1.1元。
評論:真明麗的虧損反映出整個LED行業並不樂觀的現狀,國家對綠色節能環保行業的政策支持從未間斷,但是LED照明設備的普及過程將是漫長的,普通消費者的購買欲望受到支出多少的限制,仍然偏高的價格需要市場接受還需等待時機。公司股價受挫或帶動行業其他股份同落。

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