谈几点我对福寿园中报预警的思考

昆仑侠2025-08-06

福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。公司公告是三个原因：1、宏观经济和客户消费更加谨慎使得业绩下滑；2、部分子公司因不同税务原因导致税务成本上升；3、商誉和资产减值。4、同时表示扣非后净利润率保持在较高水平。简单说一下我的观点：1、因为去年底开始行业整顿，墓地出售价格受到窗口指导，公司此前预计营收下降 10%，墓地均价下降 25%，没想到直接给干亏了 2.5 亿左右。2、 ...

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精彩评论

韭菲特_何
2025-08-08
韭菲特_何
重仓了，关注了七年，入手已经五年了，现在是我的重仓股！对它还是看好的，业绩趋势不会改变！短期波动也可以理解！
- 韭菲特_何:
  亏不了，看中报再说吧
- 他化自在。:
  后期怎么看，业绩会常年亏损吗？
时间之力
2025-08-07
时间之力
专业。当成高股息股买，这个价格没问题
- 他化自在。:
  请教一下，常年亏损就没钱分红了吧？二季度亏2亿多，后面怎么看？这公司前景怎么样？

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