异动解读 | 东方电气盘中大跌7.87%,一季报扣非净利增速不及预期叠加板块承压

异动解读
May 05

东方电气今日盘中大跌7.87%,引起了市场的广泛关注。

消息面上,公司此前披露的一季报显示,虽然归母净利润同比增长37.41%,但扣除非经常性损益后的净利润仅增长11.49%,核心盈利增速与归母净利润增速差距显著,表明非经常性损益对利润增长贡献较大,市场对盈利质量存疑。

此外,重型电气设备板块整体承压,板块内其他公司也出现下跌,板块联动效应加剧了抛售压力。

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