華昌化工(002274.SZ)：南京世和實踐醫學已成功研發出新冠病毒核酸檢測試劑盒
格隆匯2月3日丨華昌化工(002274.SZ)公佈，鑑於投資者關注新型冠狀病毒疫情對公司的影響，公司現結合自身生產經營情況及投資者關注問題，將相關事項公告如下。
一、生產經營情況
公司所處的張家港地區，目前尚無疫情病例發生；公司化工產業板塊春節期間滿負荷生產，物流未受限，庫存數量與上年相比無重大變化，產銷平衡；產品價格與前期相比持平。公司主體產業包括三塊：基礎化工、新材料、肥料，各佔約三分之一。
1、基礎化工。下游客户以大型企業為主，春節期間未停產。如純鹼，下游玻璃企業客户春節期間正常生產，且盈利及經營狀況良好；因此，公司該業務板塊，滿負荷生產，產銷平衡。另外，受疫情影響等，其他省份純鹼進入長三角地區受物流影響；公司預計產品價格呈穩中上升趨勢。鑑於疫情對整體經濟的影響，公司預判，疫情後最先恢復的產業是基礎產業。
2、新材料。包括多元醇、新戊二醇等。受疫情影響等，山東等省份液體化工產品進入長三角地區受物流影響，供給數量受限；公司所需丙烯原料由園區內企業提供供給保障，影響較小；鑑於陸路運輸物流影響，公司增加了水路運輸；目前該業務板塊滿負荷生產，產銷平衡。
3、肥料。受影響的是複合肥，目前，漣水基地複合肥廠尚未復工，張家港基地複合肥廠春節未停產。鑑於春耕在即，肥料的需求存在剛性，複合肥大省如湖北疫情嚴重；按目前情況看，肥料供給可能影響春耕用肥。截止1月31日，公司複合肥庫存數量約為5.85萬噸。
二、其他事項
根據南京生物醫藥谷官宣，公司參與投資的蘇州瑞華投資合夥企業(公司佔基金份額10%)，其參股企業—南京世和基因生物技術有限公司，實踐醫學已成功研發出新冠病毒核酸檢測試劑盒，並正在申請進入國家藥監局為此次疫情開闢的應急審批通道。該項創投投資額5000萬元，持股比例0.8785%。上述事項，存在一定的不確定性，敬請投資者注意。
三、風險提示
儘管從目前情況看，疫情對公司影響不明顯，但不排除後續疫情的變化及相關產業的傳導等對公司生產經營產生影響；另外，單個企業不可避免會受到整體經濟形勢變化的影響。對此，公司將積極評估物流，上下游產業配套，國內外政策經濟環境變化等因素，並採取措施應對。敬請投資者關注相關風險。
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