運達股份(300772.SZ):募投項目“生產基地智能化改造項目”延期
格隆匯 12 月 24日丨運達股份(300772.SZ)公佈,此次延期的募投項目為生產基地智能化改造項目。2019年5月,國家發改委發佈了《關於完善風電上網電價政策的通知》(發改價格[2019]882號),2018年底之前核準的陸上風電項目,2020年底前仍未完成併網的,國家不再補貼;2019年1月1日至2020年底前核準的陸上風電項目,2021年底前仍未完成併網的,國家不再補貼;自2021年1月1日開始,新核准的陸上風電項目全面實現平價上網,國家不再補貼。受此政策影響,風電行業從2019年5月開始進入搶裝潮,整機出貨量大幅提升,公司各生產基地的生產出貨量也大幅增加。為保障供貨進度,避免智能化改造影響生產能力,公司各生產基地暫未開展大規模智能化改造。在此背景下,公司擬將該項目的預計完成時間推遲到2021年12月31日,募集資金投資用途、項目實施主體、項目投資總額及建設規模不變。
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