瑞豐高材(300243.SZ)擬不超2.3億元建設二期年產6萬噸PBAT項目
格隆匯 2 月 2日丨瑞豐高材(300243.SZ)公佈,基於對生物降解材料行業長期發展的看好,也基於公司掌握了PBAT產品較為成熟的工藝技術,建設二期6萬噸PBAT產品已經具備政策基礎、市場基礎和技術基礎。為了提升公司在降解塑料行業的產能規模和行業地位,提升公司的盈利能力和綜合實力,公司擬投資不超過人民幣2.3億元建設二期年產6萬噸PBAT項目,資金來源為自有資金及自籌資金。
該項目在公司現有廠區內進行建設,不需新徵土地,新建生產廠房、設備裝置等。項目全部投產後,公司可新增生物降解高分子材料PBAT產能6萬噸並副產四氫呋喃(THF)6600噸。
本次投資建設的年產6萬噸PBAT二期項目,可共用公司目前在建的年產6萬噸PBAT(一期)項目的原料罐區、倉儲設施及部分輔助設施,因此本次投資建設項目的投資金額及投資週期較公司目前在建的年產6萬噸PBAT項目有所減少和縮短。
年產6萬噸PBAT一期項目和本年產6萬噸PBAT二期項目全部投產後,公司將達到12萬噸PBAT產能。該項目全部達產達效後,預計可實現年營業收入12億元,淨利潤1.1億元。
近年來,隨着白色污染日趨嚴重,國家出台了多項治理措施,在限制傳統塑料製品使用的同時,大力支持生物可降解塑料的研發、生產和使用。2020年1月國家發改委、生態環境部發布的《關於進一步加強塑料污染治理的意見》指出,“到2022年,一次性塑料製品消費量明顯減少,替代產品得到推廣”;2020年7月國家發改委、生態環境部發布的《關於紮實推進塑料污染治理工作的通知》指出,“要求加強對禁止生產銷售塑料製品的監督檢查以及對零售餐飲、農用地膜等領域禁限塑的監督管理”。在國家政策引導下,各地政府也集中出台了政策條例,推進生物可降解塑料對傳統塑料的替代進程。
投資建設生物可降解高分子材料PBAT項目是企業基於自身發展的需要,是響應國家政策的體現。公司依託自身優勢資源,立足於生物可降解材料領域,以創新為驅動,努力成為國內生物可降解材料行業領軍者之一。PBAT不僅有較好的延展性、斷裂伸長率、耐熱性能及抗衝性能,而且具有優良的生物降解性,是當前應用最好的降解材料之一。同時,發展可降解高分子材料,是企業順應塑料製品行業發展趨勢,在原有業務基礎上進行適當多元化的轉型升級,可增強公司的抗風險能力,提升綜合競爭力。
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