容百科技(688005.SH):部分前驅體老產線暫停產 對整體經營情況影響有限
格隆匯6月16日丨容百科技(688005.SH)公佈,公司於2021年6月11日收到餘姚市應急管理局下發的《現場處理措施決定書》。《決定書》認為,公司小曹娥分公司部分前驅體老產線未經正規設計院設計,不完全符合化工企業安全生產標準,存在安全隱患,要求該部分車間即日起暫時停產停業,經整改完成並經餘姚市應急管理局審查同意後,可恢復生產經營和使用。
經核查,暫時停產的老產線主要以中低鎳前驅體產品為主,為公司收購的原寧波金和新材料股份有限公司老產線,建成於2005-2008年,因當時未被認定為化工企業,所以未經正規設計院設計。二季度以來,其單月有效產能為800噸,實際產出為該有效產能的一半左右。
公司主要高鎳前驅體產線未受影響。公司現有主要高鎳前驅體產能分佈在小曹娥分公司以及韓國控股子公司Energy Material Technology Co., Ltd.(簡稱“EMT”),其中小曹娥分公司的高鎳前驅體新產線年產能1.5萬噸、EMT年產能6000噸。
公司立即制定了對上述老產線的整改計劃,預計7月底之前完成一半以上產能整改並復產,8月底之前整改完成,全面復產。
公司表示,其當前的主要業務是高鎳三元正極材料,不受此影響。因該部分前驅體老產線主要生產中低鎳前驅體產品,在前驅體業務中佔比較少,且將在不久後復產。該事項不改變前驅體業務的發展趨勢,對公司整體經營情況影響有限。
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