齊翔騰達(002408.SZ):擬投建20萬噸/年丁腈膠乳項目
格隆匯 8 月 30日丨齊翔騰達(002408.SZ)公佈,公司於2020年8月28日召開的第五屆董事會第四次會議審議通過了《關於投資建設20萬噸/年丁腈膠乳項目的議案》,同意公司投資建設20萬噸/年丁腈膠乳項目,項目預計總投資6.8億元,資金來源為公司自有資金。
膠乳作為公司產品之一,擁有多年的生產經驗,但長期受裝置產能及設備老化等限制,產能小、產品附加值低。近期,國內外新型冠狀病毒感染的肺炎疫情爆發並持續,口罩、醫用手套和防護服等醫療防護物資需求大增,使得一次性醫療防護丁腈手套供不應求。公司加大丁腈膠乳的研發力度,並取得巨大進展。在對原有裝置和實驗裝置進行升級改造後,產能及產品質量均有大幅提高。丁腈膠乳產品質量取得下游用户高度認可,並已建立長期合作關係。
公司此次利用自主技術新建20萬噸/年丁腈膠乳項目,一方面繼續擴大丁腈膠乳產能,另一方面加大高端丁腈膠乳研發力度,從而實現進口丁腈膠乳的全面替代。該項目主要產品丁腈膠乳(NBR Latex)是丁腈手套主要原料,其中90%應用於醫用手套。生產丁腈膠乳所需主要原料丁二烯和丙烯腈分別由公司自產和天辰齊翔合資公司提供,且丁腈膠乳產品可直接實現周邊供應,大大節省運輸成本。本項目的建設對公司提高裝置產能利用率及產業鏈的延伸起關鍵作用。
公司擬投資建設20萬噸/年丁腈膠乳項目,該項目符合國家產業政策、技術含量高、附加值高、市場前景好。丁腈膠乳項目將與公司現有的丁二烯項目以及與中國天辰合資的尼龍新材料項目最大程度的形成產業鏈上下游聯動,有利於發揮產業一體化優勢,從而可以有效的控制成本,實現產品效益最大化,提升公司的整體規模、盈利能力及市場競爭力,符合公司及全體股東的整體利益。
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