山鷹紙業:部分紙機受疫情影響停機 15家下屬包裝廠已復產
格隆匯2月10日丨山鷹紙業(600567.SH)迴應新型冠狀病毒感染肺炎疫情影響。公司積極履行企業社會責任,向湖北省荊州市公安縣慈善部門捐贈100萬元現金及2萬個醫用口罩,向安徽省馬鞍山市慈善總會捐贈100萬元抗疫資金,用於支持本次新型冠狀病毒感染肺炎疫情的防控救治工作。公司海外子公司北歐紙業也積極響應瑞典商會“支持武漢”行動倡議並參與捐贈,所捐善款將由商會統一調配支援武漢等重災區。
公司箱板瓦楞紙板塊在春節假期期間正常生產,春節假期結束後,受本次疫情影響,目前公司部分紙機停機,公司將視疫情發展逐步恢復紙機生產。公司目前國內箱板瓦楞紙板塊的原紙庫存水平約為20天,後續公司將積極協調物流渠道,保證原材料的供應與產品的銷售,全力保障公司生產經營活動的正常運行。
公司包裝板塊於春節期間正常停產,截止本公告發布日,已有15家下屬包裝廠復工生產,復工率居行業前列,其中多家包裝廠在節後即開始為涉及防疫及民生的下游客户交付產品。公司包裝板塊的原紙庫存水平約16天,將視復工進展和下游客户需求情況逐步補足庫存。
此外,公司海外板塊所處地區未受本次疫情影響,目前生產經營正常。
公司表示,短期來看,因本次疫情對物流、原材料供應等方面的影響,且目前疫情仍在持續,預計將對國內箱板瓦楞紙產銷量造成一定影響,最終影響情況需視疫情發展及下游客户的復工情況而定。
長遠來看,本次疫情將有助於促進行業落後產能的出清、促進國內生鮮產品更多的進入商超銷售、促進線上銷售以及電商發展,進而提升包裝紙的需求,推動箱板瓦楞紙行業的健康發展。
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