塞拉尼斯(CE)股价在11月4日盘后交易中大跌14.98%,报收106美元,引发市场广泛关注。这主要源于公司发布的第四季度前景黯淡,业绩大幅低于预期的预警。
公司预计第四季度每股收益约为1.25美元,远低于分析师预期的2.93美元。主要原因是公司面临涂料、建筑、汽车等主要市场需求持续疲软,甚至在汽车行业需求出现迅速下降的情况。CEO Lori Ryerkerk表示:"我们面临着严重受限的需求环境,在某些情况下,如汽车行业,需求迅速下降......产生的收益低于我们的预期。"
为应对这一困难形势,公司将暂时停用所有地区的生产设施,在2024年底前降低生产成本。同时从2025年第一季度起"临时"削减约95%的季度股息。塞拉尼斯公司称,预计第四季度的需求状况将进一步恶化,因为汽车和工业部门库存量超过正常水平。
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