華昌化工(002274.SZ):多元醇產品價格大幅上漲
格隆匯 2 月 22日丨華昌化工(002274.SZ)公佈,截至2021年2月22日,公司股票交易價格於2021年2月18日、2月19日、2月22日連續三個交易日收盤價格漲幅偏離值累計超過20%。根據《深圳證券交易所交易規則》的有關規定,屬於股票交易異常波動。
多元醇產品價格大幅上漲。公司關注到,近期由於受美國德州異常天氣、日本地震等影響,造成石化產品價格大幅上漲;該類產品屬大宗,市場價格公開透明。對上述事項,公司無法判斷或預計該輪價格上漲持續時間長短及對2021年一季度經營業績產生多少影響。
公司多元醇產品產能為:丁醇、辛醇等32.22萬噸/年(扣除自用),新戊二醇3萬噸/年。
前期項目投產未能有效釋放經濟總量或業績。2019年度投產的原料結構調整項目二期、新戊二醇項目,投產當年涉及新老生產系統對接、試生產,以及合成氨系統檢修,整體產能利用率偏低;2020年度受疫情影響,化工產品價格下跌,項目投產增效沒能得到有效釋放。
年產3萬噸新戊二醇及10萬噸聚酯樹脂項目。項目全部完成前置審批,已取得施工許可證。目前已進入施工階段,項目建設期為12個月。
關於控股子公司蘇州市華昌能源科技有限公司。目前該子公司承擔的氫能源相關拓展事項,按計劃展開;一方面進行研究開發,迭代電堆產品,其中二代產品通過測試的情況看,取得良好成績,目前正在進行三代產品研發;同時參與承擔的國家重點專項:百千瓦級燃料電池測試系統開發,通過了中期驗收;另一方面與當地政府進行接洽,爭取示範運行訂單。
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