延江股份(300658.SZ)回覆深交所關注函稱：民用熔噴無紡布在手訂單計劃4月底前全部生產銷售完成
格隆匯4月10日丨延江股份(300658.SZ)回覆深交所關注函稱，公司從2020年2月中旬開始對外正式銷售民用熔噴無紡布，截至2020年4月10日，已生產銷售約302噸民用熔噴無紡布，產銷率100%，產能利用率78.23%。除醫用熔噴無紡布訂單外，公司目前還有民用熔噴無紡布的在手訂單約113噸尚未交貨，計劃在2020年4月30日前全部生產銷售完成。如果相關訂單順利完成，預計在2020年度給公司帶來的淨利潤會大於公司最近一個會計年度經審計淨利潤的40%。
從4月份開始，公司將以生產和銷售醫用熔噴無紡布為主，民用熔噴無紡布為輔，民用熔噴無紡布的後續訂單量無法預計，因此無法預估民用熔噴無紡布後續對2020年度以及以後年度的業績影響。
公司於2020年4月3日發佈了《關於醫用熔噴無紡布開發進度的公告》(2020-37)，正式確認公司生產的熔噴無紡布其細菌過濾效率(BFE)和顆粒過濾效率(PFE)均符合YY0469-2011《醫用外科口罩》所規定的指標要求，可以用於生產醫用外科口罩和一次性使用醫用口罩。目前公司已經完成將民用熔噴無紡布生產線改造升級成醫用熔噴無紡布生產線的相關工作，醫用熔噴無紡布的日產能達到14噸，公司將根據產能接單，現階段公司熔噴無紡布供不應求，公司也在積極爭取擴大產能以滿足客户需求。
自2020年4月3日公告以來，公司的熔噴無紡布供不應求，截至2020年4月10日公司已交付醫用熔噴無紡布約55噸，在手訂單約320噸。如果這些訂單全部順利完成，預計在2020年度給公司帶來的淨利潤會大於公司最近一個會計年度經審計淨利潤的40%。
由於醫用熔噴無紡布業務是此次新冠疫情期間新產生的市場需求，其需求量、市場價格具有特殊性，其可持續性以及後續變化具有高度不確定性，公司無法估計其最終會對公司2020年及以後年度業績的影響。
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