文 | 杨佳琪

12yue13ri，kelaosi（600579.sh）fabugonggaocheng，gongsijingyuguanliangudongzhonghuagongzhuangbei（xianggang）youxiangongsi（jiancheng“zhuangbeixianggang”）xieshang，zhuangbeixianggangnijiangqiduikelaosikongguzigongsichina national chemical equipment(luxembourg)s.à.r.l（yixiajiancheng“zhuangbeilusenbao”）xiangyouheji4.78yiouyuan（yuewei37yiyuanrenminbi）dezhaiquanzhuanweiduizhuangbeilusenbaodeguquan。

jingjidaobaozhuyidao，bencijiaoyiwanchenghou，kelaosijiangbuzaikongzhizhuangbeilusenbao，zhuangbeilusenbaoyoukelaosiquanzizigongsibiangengweiqicanguzigongsi，zhuangbeixianggangjiangchiyouzhuangbeilusenbao90.76%guquan，kelaosichiyouzhuangbeilusenbao9.24%guquan。tongshi，kelaosiyejiangbuzaicongshisuliaojixieyewu。

KM集团五年累计亏损49.80亿元

jupilu，zhuangbeilusenbaochengliyu2015nian12yue，zhuceziben12500ouyuan，qizhuyaozichanweiqiquanzizigongsikmjituanjiqixiashugongsi。kmjituanshiquanqiuxiangsushebeixitongjiejuefangandelingdaozhe，shiquanqiushaoshujiehelezhusu、jichuhefanyingchengxingjishudegongyingshangzhiyi，zhuyingyewushisuliaohexiangjiaojiagongjixie，zhuyaochanpinbaokuozhusushebei、jichushebeihefanyingchengxingshebeideng。

zaikelaositixinei，kmjituanbanyanzhezhongyaojiaose。kelaosiyouyuankmjituanjieqiaotianhuayuanerlai，2018niandi，gongsijiangkonggugudongzhongguohuagongqixiahaiwaizichanzhuangbeilusenbao100%guquanzhuruhou，gengmingweikelaosi。

zi2016nianzhongguohuagongjituanshougoukmjituanhou，waijieyizhiqidaijiangqizhurushangshigongsitianhuayuan。er2018niankmjituanbeitianhuayuanbinggouhou，qibingbiaoduidangnianshangshigongsideyejizengzhangqidaoleliganjianyingdexiaoguo。

danzi2019nianqi，kelaosiyejiyilianxukuisunwunian。qizhong，kmjituandeyejibujiashidaozhikelaosiyejikuisunzhuniankuodadezuizhuyaoyuanyin。caiwushujuxianshi，2019nianzhi2023nian，kelaosiguishuyushangshigongsigudongdejinglirunfenbiewei-1.58yiyuan、-2.30yiyuan、-2.46yiyuan、-16.18yiyuanyiji-27.68yiyuan，wunianjianleijikuisun50.2yiyuan。qizhong，zhuangbeilusenbao（baohankmjituan）leijikuisun49.80yiyuan，zhanbigaoda99.20%。

duici，kelaosibiaoshi，jinnianlaiyouyuoumeigaoduanzhusushichangxingqingjieduanxingdimi，kmjituanzhengtixinzengdingdanyousuoxiajiang，diejiaoumeigongyinglianchengbengaoqi，banqianhouxingongchangchannengyoushiweichongfenliyongdengyuanyinyingxiang，kmjituanmaolilvbujiyuqi，jinjinianchuxianchixukuisun，yanzhongtuoleileshangshigongsiyejijijingyingfazhan。yinci，kelaosijuedingrangchuzhuangbeilusenbaodekongzhiquan。bencijiaoyiwanchenghou，zhuangbeilusenbaobiangengweikelaosicangugongsi。

营收受到大幅影响

jingjidaobaozhuyidao，zaicicijiaoyidetongshi，kelaosidezhuyingyewuyefashenggaibian。kelaosibuzaicongshisuliaojixieyewu，zhuyingyewujiangbianweihuagongzhuangbeiyewuhexiangjiaojixieyewu。

ersuliaojixieyewucengweikelaosidezhuyingyewuzhiyi，zaiyingshouzhongyezhanjuzhongyaoweizhi。jucaibaoxianshi，kelaosi2023nianshixianyingyeshouru116.05yiyuan，qizhongzhusushebeideyingyeshouruwei60.32yiyuan，zhanbi51.98%。

duici，kelaosibiaoshi，kenengcunzaiyinzichanzhichuerdailaidejingyingguimoxiajiangfengxian。zhuangbeilusenbaoyingyeshouruzhangongsihebingkoujingyingyeshourudebizhongjiaoda，bencijiaoyiwanchenghou，biaodegongsibuzainaruhebingfanwei，yinerhuidaozhigongsiyingyeshourutiliangsuoxiao。jupilu，2023nian，kelaosiyingyeshouruwei116.05yiyuan，bencijiaoyihoubeikaoyingyeshouruwei19.61yiyuan；2024nian1yuedao7yue，gongsiyingyeshouruwei50.24yiyuan，bencijiaoyihoubeikaoyingyeshouruwei9.99yiyuan。

suiranyingyeshourusuojian，danbencijiaoyiwanchenghou，kelaosiguimujinglirunhejibenmeigushouyijiangyousuoshangsheng。jugonggaoxianshi，2023nianhe2024nianqian7geyuegongsiguimujinglirunfenbiewei-27.02yiyuan、-16.34yiyuan，bencijiaoyihoubeikaoguimujinglirunfenbiewei-2.05yiyuan、-1.60yiyuan；jibenmeigushouyifenbiewei-5.56yuan/gu、-3.29yuan/gu，bencijiaoyihoubeikaojibenmeigushouyiwei-0.41yuan/gu、-0.32yuan/gu。

“bencijiaoyiwanchenghou，gongsizongzichanhezongfuzhaiyousuoxiajiang，guishuyumugongsigudongdesuoyouzhequanyiyousuotisheng。bencijiaoyiyouliyutishenggongsizichanzhiliang，zengqianggongsidechixujingyingnengli。”kelaosibiaoshi。

jingjidaobaozhuyidao，kelaosiyiyu2022nianduhe2023niandufenbieduishougouzhuangbeilusenbaoguquanerxingchengdeshangyujinxingjitijianzhizhunbei10.01yiyuanhe11.90yiyuan。jinnian10yue30ri，kelaosijuedingzaiciduikmjituanxiangguanzichanjinxingjitijianzhizhunbei6.36yiyuan。

duiyuzhuyingyewubiangengduiyejijiangzaochengdeyingxiang，kelaosibiaoshi，“weilaishangshigongsiyejijiangyoutianhuayuan、zhonghuaxiangjiheshangshigongsibenbu（chengbenzhongxin）zucheng，chixuyinglixingkeyidedaobaozhang。”

zaigonggaozhong，kelaositidao，weilaigongsijiangzhiliyuyanfaheshengchangaozhiliangdeshebeichanpinbingtigongshebeijixiangguanzhengtijiejuefangan，wanshanzhilitixi，chixutuijinzuzhijigouheyewuliuchengyouhua；jianchichuangxinqudong，tuidongxinchanpindeyanfaheguanjianjishudetupo，wajuexindelirunzengzhangdian。qizhong，tianhuayuanjiangchixujiadazaixincailiao、xinnengyuan、jienenghuanbao、jichusheshidenglingyudejishugongguan，jijituijinxinjishu、xinchengguodechanyezhuanhua；zhonghuaxiangjijiangjiakuaixiangzhonggaoduanzhinengxiangjiaojixiezhizaoqiyezhuanxingfazhan。

ciwai，weigengjiaquanmianditixiangongsidechanyebujuheyunyingqingkuang，zhunquefanyinggongsiweilaizhanlvefazhanfangxiang，kelaosiyejihuaduigongsimingchengjinxingbiangeng，zhengquanjianchengyoukelaosibiangengweizhonghuazhuangbei（zuizhongyishanghaizhengquanjiaoyisuohezhundezhengquanjianchengweizhun）。