换肤

主营介绍

  • 主营业务:

    钾肥(氯化钾)的生产和销售。

  • 产品类型:

    钾肥(氯化钾)

  • 产品名称:

    钾肥(氯化钾)

  • 经营范围:

    投资与投资管理、资产管理;投资咨询;钾肥、化肥、工业盐、农药(不含属于危险化学品的农药)销售;氯化镁经销;矿产品、百货、针纺织品、五金交电、机械设备、化工产品(不含化学危险品)、铁矿石、首饰、玉石、日用杂货、装饰材料、工艺品、花草、文化用品、建筑材料、有色金属、矿石、建材、钢材、水泥、煤炭销售(国家有专项规定的除外);销售陶瓷产品、陶瓷原辅材料;酒店和物业管理;仓储(不含危险化学品);通讯设备(不含卫星地面接收设备)、电子产品、家用电器、计算机系统工程建设、软件开发、硬件销售、维护,计算机耗材销售,技术培训(有专项规定的除外)、房屋租赁;货物进出口、技术的进出口。出口自产的化工产品(不含危险化学品),进口本企业生产、科研所需要的原材料、机电设备、仪器仪表及零配件;道路普通货物运输。(以上经营范围依法须经批准的项目,经相关部门批准后方可开展经营活动)

运营业务数据

最新公告日期:2019-04-30 
业务名称 2018-12-31 2017-12-31 2016-12-31
钾肥制造业库存量(吨) 9.03万 5.53万 -
氯化钾制造业库存量(吨) - - 3.25万

主营构成分析

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营业收入 X

单位(%) 单位(万元)
注:通常在中报、年报时披露 
业务名称 营业收入(元) 收入比例 营业成本(元) 成本比例 利润比例 毛利率
按行业 制造业 7.40亿 97.75% 2.67亿 100.00% 100.00% 63.84%
贸易业 1704.20万 2.25% - - - -
按产品 氯化钾 7.40亿 97.75% 2.67亿 100.00% 100.00% 63.84%
贸易业务 1704.20万 2.25% - - - -
按地区 国内 8.07亿 100.00% 2.72亿 100.00% 100.00% 66.31%

主要客户及供应商

您对此栏目的评价: 有用 没用 提建议
前5大客户:共销售了16.64亿元,占营业收入的50.44%
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  • 客户1
  • 客户2
  • 客户3
  • 客户4
  • 客户5
  • 其他
客户名称 销售额(元) 占比
客户1
5.79亿 17.56%
客户2
3.09亿 9.38%
客户3
2.80亿 8.50%
客户4
2.79亿 8.46%
客户5
2.16亿 6.54%
前5大供应商:共采购了12.04亿元,占总采购额的68.14%
">
  • 供应商1
  • 供应商2
  • 供应商3
  • 供应商4
  • 供应商5
  • 其他
客户名称 采购额(元) 占比
供应商1
4.84亿 27.40%
供应商2
3.51亿 19.83%
供应商3
1.59亿 9.02%
供应商4
1.18亿 6.69%
供应商5
9168.82万 5.19%
前5大客户:共销售了16.44亿元,占营业收入的51.64%
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  • 成都云图控股股份有限公司
  • 湖北三宁化工股份有限公司
  • 成都禾禾农业生产资料有限公司
  • 江苏中东化肥股份有限公司
  • 格尔木藏华大颗粒钾肥有限公司
  • 其他
客户名称 销售额(元) 占比
成都云图控股股份有限公司
5.79亿 18.18%
湖北三宁化工股份有限公司
3.39亿 10.66%
成都禾禾农业生产资料有限公司
2.74亿 8.62%
江苏中东化肥股份有限公司
2.40亿 7.55%
格尔木藏华大颗粒钾肥有限公司
2.11亿 6.64%
前5大供应商:共采购了9.85亿元,占总采购额的37.58%
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  • 青藏铁路公司格尔木站(察尔汗)
  • 创宇物流服务有限公司
  • 四川七星广厦建筑有限公司
  • 海西电力
  • 青海广宇建设工程有限公司
  • 其他
客户名称 采购额(元) 占比
青藏铁路公司格尔木站(察尔汗)
5.31亿 20.26%
创宇物流服务有限公司
1.42亿 5.40%
四川七星广厦建筑有限公司
1.29亿 4.93%
海西电力
1.03亿 3.93%
青海广宇建设工程有限公司
8029.20万 3.06%
前5大客户:共销售了13.32亿元,占营业收入的51.22%
">
  • 成都云图控股股份有限公司
  • 安徽省司尔特肥业股份有限公司
  • 成都禾禾农业生产资料有限公司
  • 青海金灿烂农业生产资料有限公司
  • 格尔木藏华大颗粒钾肥有限公司
  • 其他
客户名称 销售额(元) 占比
成都云图控股股份有限公司
4.24亿 16.31%
安徽省司尔特肥业股份有限公司
2.46亿 9.44%
成都禾禾农业生产资料有限公司
2.28亿 8.75%
青海金灿烂农业生产资料有限公司
2.19亿 8.42%
格尔木藏华大颗粒钾肥有限公司
2.16亿 8.30%
前5大供应商:共采购了7.49亿元,占总采购额的77.43%
">
  • 供应商1
  • 供应商2
  • 供应商3
  • 供应商4
  • 供应商5
  • 其他
客户名称 采购额(元) 占比
供应商1
3.56亿 39.93%
供应商2
1.70亿 16.17%
供应商3
1.17亿 11.13%
供应商4
6100.37万 5.82%
供应商5
4585.23万 4.38%
前1大客户:共销售了1.20亿元,占营业收入的100.00%
">
  • 四川福杰鑫贸易有限公司
  • 其他
客户名称 销售额(元) 占比
四川福杰鑫贸易有限公司
1.20亿 100.00%
前3大供应商:共采购了1.38亿元,占总采购额的100.00%
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  • 东台泰德纺织实业有限公司
  • 广东天源再生资源回收有限公司
  • 江苏汇鸿股份有限公司
  • 其他
客户名称 采购额(元) 占比
东台泰德纺织实业有限公司
1.17亿 85.09%
广东天源再生资源回收有限公司
1500.00万 10.90%
江苏汇鸿股份有限公司
551.65万 4.01%
前3大客户:共销售了5559.40万元,占营业收入的100.00%
">
  • 四川福杰鑫贸易有限公司
  • 张家港保税区禾硕国际贸易有限公司
  • 上海秉天实业发展有限公司
  • 其他
客户名称 销售额(元) 占比
四川福杰鑫贸易有限公司
3406.97万 61.28%
张家港保税区禾硕国际贸易有限公司
1285.25万 23.12%
上海秉天实业发展有限公司
867.18万 15.60%
前2大供应商:共采购了2153.16万元,占总采购额的100.00%
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  • 中航国际煤炭物流有限公司
  • 江苏汇鸿股份有限公司
  • 其他
客户名称 采购额(元) 占比
中航国际煤炭物流有限公司
1601.51万 74.38%
江苏汇鸿股份有限公司
551.65万 25.62%

董事会经营评述

一、概述
2019年上半年,宏观经济总体平稳、稳中向好,在全球经济复苏、粮食价格触底回暖和国家持续推进供给侧结构性改革的大背景下,公司主要产品氯化钾的价格在报告期内延续了稳中上行的趋势,并有望在下半年持续回升。
报告期内,在董事会的领导下,公司积极把握市场机遇,抓紧落实年度经营计划各项目标任务落实,充分发挥公司竞争优势,强化日常经营管理,不断提升品牌品质,优化产品结构,经营业绩再创历史同期新高,呈现良好的发展局面。
公司2019年上半年实现收入806,725,956.15元,同比下降29.12%;归属于上市股东的净利润234,247,086.68元,同比下降45.80%... 查看全部▼

一、概述
2019年上半年,宏观经济总体平稳、稳中向好,在全球经济复苏、粮食价格触底回暖和国家持续推进供给侧结构性改革的大背景下,公司主要产品氯化钾的价格在报告期内延续了稳中上行的趋势,并有望在下半年持续回升。
报告期内,在董事会的领导下,公司积极把握市场机遇,抓紧落实年度经营计划各项目标任务落实,充分发挥公司竞争优势,强化日常经营管理,不断提升品牌品质,优化产品结构,经营业绩再创历史同期新高,呈现良好的发展局面。
公司2019年上半年实现收入806,725,956.15元,同比下降29.12%;归属于上市股东的净利润234,247,086.68元,同比下降45.80%。与上年同期相比,公司营业收入、归属于上市公司股东的净利润均有所下降,其主要原因是报告期内察尔汗盐湖降水频率及总量均有所增多,影响光卤石的出矿量并最终导致报告期内氯化钾产量下降;另外,报告期内公司大幅缩减了贸易业务的规模,贸易业务营业收入及利润较去年同期大幅减少。

二、公司面临的风险和应对措施
公司经过多年的发展,目前已是我国钾肥行业第二大企业,在生产和管理方面已经积累了丰富的经验和技术储备,为产业结构的优化升级,稳步推进多元化发展奠定了坚实的基础。目前公司面临的主要风险包括:
(一)钾肥价格下降的风险
由于全球钾盐资源储量分布极不均衡,钾肥生产在地域和生产厂商方面呈现极高的集中度。北美三大钾肥生产厂商和东欧两大钾肥生产厂商垄断了全球约75%的钾肥产能,是钾肥行业的寡头,对钾肥定价有较强的影响力,这些寡头厂商可能出于自身利益而压低钾肥价格。另外,钾肥需求的变动也可能导致钾肥价格的下降。从长期来看,自2009年以来氯化钾的价格整体呈下降趋势。如果未来氯化钾价格大幅下滑,将对藏格钾肥的业绩产生不利影响。
措施:公司将持续采取措施,加强技术攻关,优化内部管理,不断提高氯化钾生产效率,降低氯化钾开发成本,逐步提高公司自身盈利能力。
(二)开拓新业务领域的风险
公司于2017年8月决定进军新能源产业,建设年产2万吨电池级碳酸锂项目。经过藏格锂业全体科研人员不懈努力,其一期工程已于2019年1月顺利投产,开创了从极低浓度卤水成功规模化提锂的先例,该项目投产标志着公司正式进入锂原料生产行业。目前锂行业竞争日益激烈,公司碳酸锂一期项目从投产运行到全面达产尚需一定时间,且未来的市场变化存在不确定性,因此存在不能实现预期经营业绩的风险。
措施:公司已充分认识到进军锂原料生产行业所面临的风险和不确定性,并将采取适当策略和措施加强风险管控,强化和实施有效的风控机制,专注工艺优化和技术创新,力争碳酸锂项目尽快全面达产,以适应市场变化,达到预期目标。
(三)环保风险
钾肥的生产过程中会产生废液、废渣、污水及粉尘,藏格钾肥的盐田、卤渠、生产车间及配套措施均符合环境保护政策的相关要求。但随着我国环境污染日趋严重,环境保护逐渐成为我国发展建设过程中的首要问题,国家和地方政府可能会出台更严格的法律法规来提高相关行业的环保水平,届时藏格钾肥将面临标准更高的环保法律法规的要求,导致上市公司在环境治理的投入增加或受到环保处罚,则对上市公司业绩造成不利影响。
措施:一方面,公司将继续遵照国家环保政策及法律法规要求,不断完善环保考核体系,确保全部实现达标排放,努力践行企业的责任;另一方面,公司将继续紧紧围绕生产经营目标,通过进一步加强节能管理与环保基础管理,持续开展节能减排对标挖潜,强化运行管理,实施清洁生产,推进节能减排工艺优化与技术改造项目的实施,推动环保工作取得更好的成效。
(四)股份质押风险
公司控股股东藏格投资持有上市公司股票858,892,678股,目前已质押858,892,678股,质押比例为100.00%;公司第二大股东四川永鸿实业有限公司持有上市公司股票387,228,181股,目前已质押387,228,181股,质押比例为100.00%;公司第三大股东肖永明持有上市公司股216,803,365股,目前已质押216,801,382股,质押比例为100%。公司前三大股东质押的股份占其所持有的上市公司股份比例大,可能面临较大的风险。
措施:股权质押行为系公司相关股东的内部决策事项,公司将根据实际情况及时履行信息披露的义务。公司虽无权干涉相关股东的股权质押,但将向主要股东提示相关风险,防范股权质押给公司造成不利影响。
(五)业绩补偿股份回购注销风险
公司于2016年实施重大资产重组,标的藏格钾肥未完成2017年度业绩承诺,依据2017年度藏格钾肥盈利实现情况及《利润补偿协议》中的计算公式,测算藏格投资、永鸿实业、肖永明和林吉芳2017年度需补偿的股份数额为102,735,926股。主要为满足西藏巨龙铜业有限公司铜矿项目建设的资金需要,藏格投资、永鸿实业、肖永明自2016年起陆续将所持有的股票质押融资,截至目前,藏格投资、永鸿实业、肖永明所持有的上市公司股票已基本全部质押,需待其股票解除质押后才能进行股份回购注销事宜,该承诺履行存在一定的风险。
措施:公司已经多次督促补偿义务人并与财务顾问研究以及赴深交所、证监局请教解决途径,尚未解决该问题。目前藏格投资等补偿义务人正采取处置名下部分土地房产、与包括纾困基金在内的多家金融机构沟通合作等措施积极筹措资金。公司下一步还将继续督促补偿义务人尽快解除其持有藏格控股股份的质押,以按承诺完成重组项目的业绩补偿。
(六)降水量增多导致钾肥产量下降的风险
生产氯化钾重要环节之一为盐田摊晒制取光卤石。公司生产基地位于察尔汗盐湖,地处戈壁瀚海,气候炎热干燥,日照时间长,水份蒸发量远远高于降水量,降雨量年平均约40毫米毫米,蒸发量却高达3000毫米以上,为盐田晒矿提供了有利的天然条件。2018年察尔汗盐湖降水频率及总量均有所增多,尤其在夏季晒矿黄金期多次降雨,影响光卤石的出矿量并最终导致2018年整体产量下降。若未来年份察尔汗盐湖降水量持续增多,可能存在钾肥产量下降的风险。
(七)监管机构对公司实施立案调查存在被处罚的风险
公司于2019年6月20日收到中国证监会《调查通知书》因公司涉嫌信息披露违法违规,根据《中华人民共和国证券法》的有关规定,中国证监会决定对公司进行立案调查。在调查期间,公司将积极配合中国证监会的调查工作,并严格按照监管要求履行信息披露义务。可能存在被处罚的风险。
(八)关于前期会计差错更正及追溯调整的风险瑞华会计师事务所(特殊普通合伙)(以下简称“瑞华”)就公司2018年度财务报表出具了保留意见的审计报告,其形成保留意见的基础为:上海藏祥、上海瑶博大宗贸易收入的商业实质,以及相关交易的发生、准确性、完整性;藏格控股与上海藏祥、上海瑶博大宗贸易的客户、供应商是否存在关联方关系,藏格控股关联交易的披露是否准确性和完整性。上述业务对财务报表可能产生影响,公司关联方资金占用及贸易孙公司贸易业务真实性的自查工作仍在进行中,公司将根据进展情况履行信息披露义务。存在对前期会计差错更正及追溯调整的风险。
展望未来,公司的发展在资源整合及盐湖资源的综合利用、工艺开发、技术创新和环境保护领域大有可为。
(一)公司未来的产业在稳步发展氯化钾基础上,将进一步开发工业氯化钾、食品氯化钾、硫酸钾、硫酸钠等适应自身资源条件、适销对路、经济附加值较高的产品。
(二)在新能源产业的推动下,从循环经济效应以及综合利用资源的角度出发,充分利用钾肥生产中排放的废弃老卤生产以碳酸锂为代表的新能源材料。
(三)新型储能材料将是公司优化产业结构的重点方向,并根据资源、市场、技术、经济情况,以现有碳酸锂项目为起点,依托察尔汗盐湖和大浪滩盐湖丰富的资源,逐步开发锂系列产品。
围绕公司未来发展的需求,公司将大力加强技术储备和人才储备,全面加强人力资源与绩效管理、风险防控管理等体系建设,加强信息化技术的运用,不断提升公司决策、运营管理和操作执行等各层面的运行水平和运行效率;进一步细化落地措施和实施途径,为科学、平稳、快速、有序、高效地实现公司目标提供强大支持和保障;进一步强化法人治理,健全完善内控体系和内控制度,不断提升规范化运作水平,使公司走出一条适合自身、充满特色、极具活力的健康发展之路,努力建设成为一流上市公司,为社会创造更多更好的财富,为广大股东尤其是中小股东谋取更大利益。

三、核心竞争力分析
公司始终专注于钾肥行业的开发、生产和销售,现已发展成为国内第二大氯化钾生产企业。同时为发挥自身资源优势,拓展经营与发展空间,公司于2017年8月进军新能源产业,决定新建年产2万吨的电池级碳酸锂项目,其一期工程(年产1万吨碳酸锂)已顺利建成投产,首批产品经权威部门检验全部达到电池级标准。目前公司在资源利用、技术、成本、品牌等方面形成了较强的竞争优势,主要体现在以下方面:
1、资源利用优势
公司矿区位于察尔汗盐湖和大浪滩盐湖,其中察尔汗盐湖是我国最大的可溶性钾镁盐矿床,也是世界上大型盐湖矿床之一;大浪滩矿区则位于矿产资源丰富的柴达木盆地西北部,是一个以钾盐为主,共生有锂、镁和芒硝的综合性矿田。公司目前拥有察尔汗盐湖钾盐采矿权证面积724.3493平方公里,拥有青海省茫崖行委大浪滩黑北钾盐矿探矿权面积492.56平方公里。充足的钾盐、锂资源储量为公司持续发展提供了保障。
除丰富的钾盐和锂资源外,公司矿区还蕴含大规模的镁、钠资源。公司在钾肥生产中留存的钠和镁资源尚未开发,随着技术进步,公司将开展循序资源利用,对镁、钠资源进行利用。
2、技术和研发优势
公司自成立以来一直坚持科技兴企,推进技术进步。钾肥方面,公司先后在实践中开发了采输分离、分散采卤、集中输卤的开采技术,盐田兑卤、串联走水技术,一步烘干一级布袋收尘技术,特别是针对矿区大量低品位固体钾,固转液技术使固体钾矿不分品级均能溶解转化为液体钾,同时解决了矿区老卤排放难的问题,并且实现资源开发的长期高效利用,延长矿区的服务年限,对保证察尔汗盐湖铁路以东矿段合理、有序的开发实用意义和经济意义;锂资源方面,公司经过长期系统调研,最终决定选择吸附法提锂,该工艺技术具有操作简便、成本低、产品纯度高、工艺稳定性强的特点,并且对盐湖卤水的镁/锂比没有苛刻的要求,且目前已有企业以较低的成本采用吸附法成功量产,以实践证明了该工艺先进、技术可靠,成本可控,利用此技术建设碳酸锂项目不仅可满足国内日益增长的锂需求,也为加快盐湖资源综合利用,实现盐湖地区循环经济和可持续发展将起到积极的作用。目前藏格锂业“年产2万吨碳酸锂项目一期工程”(年产1万吨碳酸锂)已顺利建成投产,首批产品经权威部门检验全部达到电池级标准。
3、成本优势
经过多年发展,公司的生产能力不断扩大,主要产品氯化钾年生产能力达200万吨,成为我国第二大氯化钾生产企业,形成了良好的规模效应,在上游原辅材料采购议价能力提升、固定成本摊薄等方面实现了成本降低。公司合理、高效、统筹、节约的开发和利用资源,具有突出的规模优势。公司充分利用盐湖地区的资源、能源配套优势,对盐湖资源深度开发,在生产原料上有效利用氯化钾生产过程中的剩余老卤、废卤,在生产工艺上实现资源循环利用,不但降低了资源消耗和环境污染,更具有成本优势。
4、品牌优势
公司生产的氯化钾产品通过了ISO9001国家质量体系认证,是氯化钾产品国家标准起草单位之一,在产品和公司层面,公司均赢得了良好的品牌优势,“蓝天”商标是全国驰名商标,得到了下游合作企业的高度认可。
报告期内,公司的核心竞争力在不断强化,未发生重大不利变化。 收起▲

产品价格

数据截至(20191018)
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20191018,8.40,2335.00,-2.3255813953488,0,20191018
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注:近一期报告为3季报数据,如定期报告尚未披露完毕,可能导致数据不够完整。