异动解读 | 稀美资源发布业绩喜忧参半,股价盘中大跌9.26%

异动解读
Aug 26

稀美资源(09936)今日盘中大跌9.26%,引起市场广泛关注。昨日晚间,公司发布了截至2025年6月30日的中期业绩报告,财务数据表现亮眼,但投资者似乎并不买账。

根据公告,稀美资源上半年实现收益9.54亿元人民币,同比增长5.7%;股东应占溢利9182.1万元人民币,同比大幅增长47.5%;每股基本盈利0.26元人民币。尽管业绩增长显著,公司决定不派发中期股息。

然而,尽管财务数据表现良好,稀美资源的股价却出现大幅下跌。这一反常现象可能源于多个因素:首先,尽管利润增长强劲,但收入增长相对温和,可能引发投资者对公司长期增长前景的担忧;其次,公司决定不派发中期股息,这可能让一些期待现金回报的投资者感到失望;最后,考虑到当前经济环境的不确定性,投资者可能对公司未来的业绩持谨慎态度。市场反应表明,稀美资源的中期业绩可能未能完全符合投资者的预期。

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