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  ST天龙(300029)“摘帽”不成,反“披星”。

  4月21日,ST天龙发布公告称,公司2024年度经审计后净资产为负值,根据相关规定,公司股票交易将被实施退市风险警示,ST天龙将变为*ST天龙。

  此外,由于公司最近三个会计年度扣除非经常性损益前后净利润孰低者均为负值,且中兴华会计师事务所对公司2024年度财务报表出具了带持续经营重大不确定性段落的无保留意见审计报告,公司股票交易将被继续实施其他风险警示。

  公司股票自2025年4月21日开市起停牌一天,自2025年4月22日开市起复牌。

  业绩三连亏ST天龙变*ST天龙

  年报显示,ST天龙2024年实现归属于上市公司股东的净资产为亏损295.62万元。

  根据《深圳证券交易所创业板股票上市规则》(简称《上市规则》)第10.3.1条规定的对股票交易实施退市风险警示的情形,公司触及“最近一个会计年度经审计的期末净资产为负值”。公司2024年年度报告披露后,深交所将对公司股票交易实施“退市风险警示”的特别处理(*ST)。

  2022年至2024年,公司分别实现归母净利润1261.29万元、亏损858.23万元、亏损2730.37万元;扣非归母净利润为亏损1540.28万元、亏损1501.4万元、亏损2707.3万元。

  根据上述业绩数据,公司最近三个会计年度扣除非经常性损益前后净利润孰低者均为负值,且中兴华会计师事务所对公司2024年度财务报表出具了带持续经营重大不确定性段落的无保留意见审计报告。根据《上市规则》第9.4条第(六)项规定,公司股票交易将被继续实施其他风险警示。

  由此,自2025年4月22日开市起,公司股票简称将由“ST天龙”变更为“*ST天龙”,股票交易日涨跌幅限制仍为20%。

  对于上述情况,公司表示,2025年将把加快已经签约项目的履约进度作为重点工作。同时,将推动潜在开发项目尽快具备履约条件,将工作任务规划至每个季度、每个月,确保公司2025年实现规避退市风险警示这一基本目标的同时,彻底扭转公司的经营业绩,提升公司的投资价值。

  同时,公司将加强应收账款管理,定期分析账龄,根据不同账期启动催收程序或启动法律程序;加大催收管理力度,加强应收账款的风险控制和管理工作,积极与相关方沟通加快回款;积极争取公司主要股东的资源和支持,寻求新的资金支持到位等。

  多重经营风险显现 老牌光伏企业困局难解

  公开资料显示,ST天龙成立于2001年,专业从事光伏、光电专用设备的研发、生产和销售。公司是目前国内太阳能电池硅材料生产、加工设备领域中产品种类最齐全的企业之一。

  作为一家成立20多年的老牌光伏企业,ST天龙近年来深陷经营泥潭。

  公司自2018年12月以来持续停工停产,原有单晶炉及多晶炉产品未能获得市场订单,生产经营严重困难,公司管理层预计在三个月内不能恢复正常,持续经营能力存在重大不确定性。

  彼时,根据《上市规则》(2020年修订)第9.4条第(一)项的规定,“公司生产经营活动受到严重影响且预计在三个月以内不能恢复正常”,鉴于公司当时情况,自2020年9月15日起公司股票交易被实施其他风险警示。

  此后,公司尝试转型新能源EPC、设备销售等领域,但收效甚微。2024年,公司两大核心业务新能源EPC业务、新能源电站设备销售分别实现营收6157.48万元、8379.01万元,分别同比减少72.78%、33.8%。

  雪上加霜的是,公司财务压力不断攀升。

  2024年,公司资产减值计提高达1645.34万元,进一步加剧了其财务压力。公司称,主要系公司对应收账款、其他应收款、合同资产、存货计提的减值。

  与此同时,公司管理费用达3209.51万元,因薪酬与诉讼代理费激增38.48%,公司财务费用达149.42万元,更是同比增长530.05%。

  其中,公司的不动产司法拍卖进一步加剧亏损幅度。

  根据业绩预告修正公告,因公司与内蒙古晟纳吉光伏材料有限公司的买卖合同纠纷,公司位于上海市的不动产被申请执行,并于2025年2月21日至2月22日进行司法拍卖,导致公司净资产减少。基于此,ST天龙将2024年归母净利润由预计亏损1709万元至2109万元,修正为亏损2480万元至2930万元。

  内控混乱与频繁易主,也成为公司发展的绊脚石。

  上市至今,ST天龙已历经多次实控人更迭。其中,2020年6月,大有控股有限公司(简称“大有控股”)通过司法拍卖成为ST天龙控股股东。大有控股曾表示,本次收购后,计划通过股东贷款方式向上市公司补充必要的流动资金、解决上市公司账户被法院冻结状态、处置失控子公司、解决历史合同纠纷以及上市公司其他涉及法律诉讼、纠纷等问题,尽快使得上市公司恢复正常经营生产。

  然而,2024年5月,由于大有控股在法定期限内未及时履行款项支付义务,ST天龙原实际控制人陈华向北京市第一中级人民法院申请对大有控股的财产进行强制执行,拟强制执行股份数量及比例为1400万股,占公司总股本比例的6.98%。

  直至2024年11月29日,ST天龙披露大有控股所持公司部分股份1400万股股份拍卖已被撤回,撤回原因为案外人提出执行异议。不过,根据此前公告,若后续该笔股份拍卖成功,公司控股股东或将再次发生变更。

  石油巨头雪佛龙公司(CVX)周一表示,其位于美国墨西哥湾的一个项目已开始进行油气生产,这使该公司朝着今年将墨西哥湾盆地产量提高50%的目标又迈进了一步。

  这个名为巴利莫尔(Ballymore)的项目耗资16亿美元,位于新奥尔良东南约160英里处,由三口油井组成,预计日产高达7.5万桶油当量(boepd)。

  雪佛龙的目标是到2026年将墨西哥湾的油气产量提高到每日30万桶油当量,与此同时,该公司正努力在整个业务范围内削减高达30亿美元的成本。巴利莫尔项目没有建造新的生产平台,而是将油井产出的油气输送回现有的一个平台,该公司表示,这样做能以较低的成本提高产量。

  “巴利莫尔项目有意思的地方在于,它与现有的设施相连,这使我们能够更快地将产品推向市场。”美洲勘探与生产部门总裁布鲁斯・尼迈耶在接受采访时表示。

  他还补充说,该项目也是雪佛龙在墨西哥湾一个名为诺弗利特(Norphlet)的地质层的首个项目,从历史上看,石油和天然气行业在该地质层的发现比在墨西哥湾盆地其他地区要少。

  尼迈耶表示,技术进步是扩大资源勘探的关键,比如使用海底节点,这能让地球物理学家在海床下方收集到更好的数据。

  雪佛龙是巴利莫尔项目的运营商,持有60%的权益,而共同所有者道达尔能源公司持有40%的权益。巴利莫尔项目估计拥有1.5亿桶油当量的潜在可采资源。

  尼迈耶说,雪佛龙公司在墨西哥湾拥有370份租约,并预计今年将参与唐纳德・特朗普总统领导的美国政府组织的一次租约拍卖。

  在巴利莫尔项目投产之前,雪佛龙于去年8月宣布其墨西哥湾的安可(Anchor)项目首次产油,安可项目是一项技术突破,能够在高达每平方英寸2万磅的深水压力下运行。

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  墨西哥风味快餐连锁墨式烧烤公司(Chipotle)宣布将于2026年初在墨西哥首都墨西哥城开设首家门店,这标志着该品牌国际扩张战略进入新阶段。

  墨式烧烤公司周一与拉丁美洲餐饮巨头Alsea签署发展协议,后者正是星巴克、达美乐披萨和汉堡王在该地区的特许经营商。首店落地后,该公司计划进一步探索拉美市场潜力。

  此番布局正值特朗普政府与墨西哥贸易摩擦激化之际。此前墨西哥牛油果曾面临25%的惩罚性关税,后因遵守美墨加协定暂缓征收。值得注意的是,尽管墨式烧烤公司近年推行牛油果采购多元化,其半数供应仍依赖墨西哥进口。

  特朗普近期威胁对墨征收全面关税,称“墨西哥必须阻止非法移民,否则将付出沉重经济代价”。这使得墨式烧烤公司的供应链成本面临不确定性。

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