市值大涨25亿，彩虹集团到底卖给国外多少电热毯？金额有点低
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">澎湃<span style="color: black;">资讯</span>记者 田忠方</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">12天8板的电热毯制造商成都彩虹电器（集团）股份有限<span style="color: black;">机构</span>（下<span style="color: black;">叫作</span>“彩虹集团”，003023）回复深圳证券交易所（下<span style="color: black;">叫作</span>“深交所”）关注函提出的7大问题。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">10月13日晚，彩虹集团发布《关于对深圳证券交易所关注函回复的公告》<span style="color: black;">叫作</span>，2022年<span style="color: black;">机构</span><span style="color: black;">得到</span><span style="color: black;">有些</span><span style="color: black;">制品</span>出口订单，但总体上数量少金额低。<strong style="color: blue;">截至6月底，电热毯等家用柔性取暖<span style="color: black;">制品</span>实现海外<span style="color: black;">营销</span>收入21万元。<span style="color: black;">日前</span>在手订单金额约133万元。</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">“<span style="color: black;">日前</span>，<span style="color: black;">机构</span>业务基本面未<span style="color: black;">出现</span>重大变化，<span style="color: black;">机构</span>及控股子<span style="color: black;">机构</span>经营<span style="color: black;">状况</span>正常，<span style="color: black;">同期</span>不存在应披露而未披露的重大信息。”彩虹集团进一步指出。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">9月份，因欧洲能源<span style="color: black;">危险</span><span style="color: black;">引起</span>能源价格飞涨背景下，欧洲居民<span style="color: black;">海量</span>采购中国电热毯、热泵等<span style="color: black;">制品</span>过冬的<span style="color: black;">信息</span><span style="color: black;">诱发</span><span style="color: black;">热榜</span>。<span style="color: black;">信息</span>刺激下，电热毯概念股彩虹集团的股价<span style="color: black;">显现</span><span style="color: black;">连续</span>走高。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">Wind数据<span style="color: black;">表示</span>，从9月1日<span style="color: black;">迄今</span>，<strong style="color: blue;">彩虹集团股价上涨了132.76%，近12个连续交易日内，<span style="color: black;">更加是</span>实现了8个涨停。随着股价的水涨船高，彩虹集团市值（总市值1估值指标，下同）<span style="color: black;">亦</span>从9月初的18.84亿元，攀升至了44.23亿元，一个多月的时间<span style="color: black;">大涨</span>了25.39亿元。</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">截止</span>10月13日收盘，彩虹集团涨停收报41.49元/股，股价创上市<span style="color: black;">败兴</span>新高。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">电热毯等取暖<span style="color: black;">制品</span></span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">在手出口订单金额约133万元</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">针对</span>深交所关注函提及的“电热毯等家用柔性取暖器具<span style="color: black;">关联</span><span style="color: black;">制品</span>在海内外已实现的<span style="color: black;">营销</span>收入、占<span style="color: black;">机构</span>总营业收入的比例”问题，彩虹集团公告回复<span style="color: black;">叫作</span>：“2022年，<span style="color: black;">机构</span>获得<span style="color: black;">有些</span><span style="color: black;">制品</span>出口订单，总体上数量少金额低，<span style="color: black;">截止</span>6月底，电热毯等家用柔性取暖<span style="color: black;">制品</span>实现海外<span style="color: black;">营销</span>收入21万元，<span style="color: black;">另外</span>，<span style="color: black;">日前</span>在手订单金额约133万元，合计占上一年度<span style="color: black;">机构</span>营业总收入比例为0.13%。”公告进一步指出。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">彩虹集团指出，<span style="color: black;">日前</span>，<span style="color: black;">机构</span>业务基本面未<span style="color: black;">出现</span>重大变化，<span style="color: black;">机构</span>及控股子<span style="color: black;">机构</span>经营<span style="color: black;">状况</span>正常，<span style="color: black;">同期</span>不存在应披露而未披露的重大信息。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">“<span style="color: black;">同期</span>，<span style="color: black;">日前</span><span style="color: black;">机构</span>控股股东及<span style="color: black;">实质</span><span style="color: black;">掌控</span>人持有的<span style="color: black;">机构</span>股份均<span style="color: black;">处在</span>限售锁定状态。<span style="color: black;">机构</span>控股股东及<span style="color: black;">实质</span><span style="color: black;">掌控</span>人不存在计划对<span style="color: black;">机构</span>进行股权转让、资产重组以及其他对<span style="color: black;">机构</span>有重大影响的事项。”彩虹集团公告<span style="color: black;">叫作</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">另外</span>，针对深交所关注函提及的“<span style="color: black;">是不是</span>存在迎合市场热点概念炒作股价的情形”，彩虹集团公告<span style="color: black;">暗示</span>，<span style="color: black;">机构</span>在接受<span style="color: black;">媒介</span>采访、<span style="color: black;">公司</span>和投资者调研、互动易平台回复投资者咨询以及接听公开<span style="color: black;">tel</span>过程中，不存在违反信息披露准确性、公平性原则的情形，<span style="color: black;">亦</span>不存在迎合市场热点概念炒作股价及误导投资者的情形。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">“<span style="color: black;">机构</span>全体董事、监事、高级管理人员及其直系亲属在<span style="color: black;">机构</span>股票交易<span style="color: black;">反常</span>波动<span style="color: black;">时期</span>不存在买卖<span style="color: black;">机构</span>股票的<span style="color: black;">行径</span>，<span style="color: black;">也</span>不存在涉嫌内幕交易的情形。”彩虹集团强调。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">9月<span style="color: black;">迄今</span>股价<span style="color: black;">大涨</span>132.76%</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">总市值大增25.39亿元</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">因为</span>欧洲能源<span style="color: black;">危险</span><span style="color: black;">引起</span>能源价格飞涨，市场担心欧洲将在能源缺乏的<span style="color: black;">状况</span>下度过今年冬天。近期，欧洲居民<span style="color: black;">海量</span>采购中国电热毯、热泵等<span style="color: black;">制品</span>的<span style="color: black;">信息</span>，<span style="color: black;">连续</span><span style="color: black;">诱发</span>广泛<span style="color: black;">热榜</span>。<span style="color: black;">这里</span>背景下，电热毯概念股彩虹集团的股价<span style="color: black;">亦</span><span style="color: black;">显现</span>了<span style="color: black;">连续</span>走高。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">Wind数据<span style="color: black;">表示</span>，9月1日，彩虹集团收盘价为17.88元/股。10月13日，彩虹集团收盘价已超过40元，达41.99元/股。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">随着股价的<span style="color: black;">大涨</span>，彩虹集团的市值<span style="color: black;">亦</span>随之水涨船高。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">Wind数据<span style="color: black;">表示</span>，9月1日，彩虹集团的总市值为18.84亿元。<span style="color: black;">截止</span>10月13日收盘，彩虹集团总市值已攀升至44.23亿元，一个多月的时间<span style="color: black;">大涨</span>了25.39亿元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">彩虹集团股价的大幅波动，<span style="color: black;">一样</span><span style="color: black;">导致</span>了监管的关注。10月10日，彩虹集团发布公告<span style="color: black;">叫作</span>收到深交所关注函。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">公告<span style="color: black;">表示</span>，关注函<span style="color: black;">需求</span>彩虹集团<span style="color: black;">根据</span>细分<span style="color: black;">制品</span>类型列示<span style="color: black;">机构</span>近两年的营业收入<span style="color: black;">形成</span>，近两年<span style="color: black;">关联</span><span style="color: black;">制品</span>的产量、形成的收入及利润<span style="color: black;">状况</span>。还<span style="color: black;">需求</span>结合<span style="color: black;">机构</span>经营<span style="color: black;">状况</span>、在手订单<span style="color: black;">状况</span>等，<span style="color: black;">弥补</span>说明<span style="color: black;">机构</span>电热毯等家用柔性取暖器具<span style="color: black;">关联</span><span style="color: black;">制品</span>在海内外已实现的<span style="color: black;">营销</span>收入、占<span style="color: black;">机构</span>总营业收入的比例。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">另外</span>，关注函还<span style="color: black;">需求</span>结合<span style="color: black;">机构</span>收入结构、经营业绩、市场<span style="color: black;">需要</span>等，确认<span style="color: black;">是不是</span>存在应披露而未披露的重大信息，说明<span style="color: black;">机构</span>业务基本面<span style="color: black;">是不是</span><span style="color: black;">出现</span>重大变化，近期股价涨幅<span style="color: black;">是不是</span>与基本面相匹配，<span style="color: black;">是不是</span>与同行业上市<span style="color: black;">机构</span>变动幅度一致，并结合同行业上市<span style="color: black;">机构</span>估值、市盈率、股价变动等<span style="color: black;">状况</span>，就短期内股价涨幅<span style="color: black;">很强</span>进行充分<span style="color: black;">危害</span>提示。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">去年电热毯占主营收入比重过半</strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">公告<span style="color: black;">表示</span>，彩虹集团主营<span style="color: black;">制品</span><span style="color: black;">包含</span>电热毯、电热暖手器等系列家用柔性取暖器具以及电热</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">蚊香液、电热蚊香片、盘式蚊香、杀虫气雾剂等系列家用卫生杀虫用品。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">股权方面，彩虹集团2022年半年报<span style="color: black;">表示</span>，<span style="color: black;">机构</span><span style="color: black;">第1</span>大股东为成都彩虹实业股份有限<span style="color: black;">机构</span>，持股50.06%，<span style="color: black;">机构</span><span style="color: black;">实质</span><span style="color: black;">掌控</span>人刘荣富持有彩虹实业30.17%的股份。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">业绩方面，今年上半年，彩虹集团营业收入5.33亿元，同比（与前一年同期相较）下降10.5%。利润总额7100.11万元，下降29.48%。归母净利润6154.07万元，同比下降26.05%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2021年，彩虹集团归母净利润<span style="color: black;">一样</span><span style="color: black;">显现</span>下滑。Wind数据<span style="color: black;">表示</span>，去年彩虹集团归母净利润实现1.11亿元，同比下降1.51%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-tjoges91tu/TKCTiS06uxpMRh~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1729499518&x-signature=N1CQXICTMbEtLWiT80lPYD1ue2w%3D" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">制品</span>方面，公告<span style="color: black;">表示</span>，彩虹集团2021年电热毯<span style="color: black;">营销</span>收入为5.95亿元，占主营收入比重进一步<span style="color: black;">提高</span>，达52.47%。2020年，彩虹集团电热毯<span style="color: black;">营销</span>收入为4.91亿元，占主营收入比重为46.46%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-tjoges91tu/TKCTiSt3jLavjm~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1729499518&x-signature=54Q66Y6qt8Kh%2FpBpwhZuaT2I664%3D" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">另外</span>，公告<span style="color: black;">表示</span>，彩虹集团2021年电热毯的5.95亿元收入中，成本为3.04亿元，毛利为2.91亿元。测算<span style="color: black;">表示</span>，2021年彩虹集团电热毯的毛利率为48.89%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-tjoges91tu/TKCTiTpEPM7TNv~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1729499518&x-signature=vgwE3LzPrjDPm%2F0vPV9WvKRMzzU%3D" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;">本期高级编辑 周玉华</span>
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