七連板的國恩股份(002768.SZ)：已有15條熔噴聚丙烯專用料生產線在產
格隆匯3月9日丨連續7個漲停的國恩股份(002768.SZ)發佈公告稱，公司就近日部分投資者關注的口罩用熔噴聚丙烯業務情況説明如下：
公司於2020年2月28日披露了《2019年度業績快報》，披露了公司已開展口罩用熔噴聚丙烯業務：公司在高分子改性領域耕耘20餘年，技術積累雄厚，研發隊伍成熟。面對口罩用熔噴聚丙烯緊缺的疫情需求形勢，公司復工後第一時間成立項目組，在原有配方的基礎上進行設備改造，根據不同的產品等級(包含N95型口罩)和客户要求，採用母粒添加和共混擠出兩種工藝，迅速完成口罩用熔噴聚丙烯的規模化生產。公司將針對疫情發展情況籌備下一輪的增產計劃，同時啟動全國各基地部分生產線改造，未來該材料產能有望達到300噸/天以上，可以充分緩解抗擊疫情和未來口罩大量缺口的現狀。
截至公告披露日，公司已有15條熔噴聚丙烯專用料生產線在產，同時，前期公司緊急購置的5條新生產線，第一條生產線將於3月17日到廠，預計3月20日前安裝調試完畢；第二、三條新生產線預計3月23日-25日安裝調試完畢；第四、五條生產線預計3月28日-30日安裝調試完畢，屆時公司產能將全面釋放。其他近期預購生產線將於4月中下旬到位。
鑑於上述情況，公司對廣大投資者做出以下風險提示：
(1)公司口罩用熔噴聚丙烯產品於2020年2月中旬開始投產，截至目前公司已實現日產150噸，產量佔整體公司業務板塊體量不大；
(2)口罩用熔噴聚丙烯僅是公司產品之一，公司其他部分產品目前亦在一定程度上受到疫情的不利影響；
(3)目前市場上亦有其他企業可生產熔噴聚丙烯產品，該產品市場供給逐步增加，該行業存在產能過剩的風險；
(4)隨着疫情得到有效控制，預計該產品在未來訂單可能會逐步減少，公司將根據市場的具體需求進行排產和轉產，以保障廣大投資者的利益。
公司在滿足新冠肺炎疫情防控要求的前提下，積極復工復產，未發現近期公司經營情況及內外部經營環境發生或預計將要發生重大變化的情況。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
