東材科技(601208.SH):擬投建年產16萬噸高性能樹脂及甲醛項目
格隆匯9月7日丨東材科技(601208.SH)公佈,公司一直致力於發展用於高性能覆銅板領域的先進電子材料業務,在“1+3”發展戰略的引領下,公司以現有技術儲備和創新技術平台為依託,在成都設立了以開發高性能樹脂材料為核心任務的東材研究院-艾蒙特成都新材料科技有限公司,為公司實現產業轉型和結構調整提供了項目儲備和技術支撐。自2020年,公司以自籌及募集資金在四川綿陽、山東東營分別投資建設“年產5200噸高頻高速印製電路板用特種樹脂材料產業化項目”、“年產6萬噸特種環氧樹脂及中間體項目”,預計在2021年底將陸續試車投產。
為進一步擴大產能規模,豐富產品結構,積極拓展高性能樹脂在電子材料、複合材料、防腐塗料、橡膠輪胎等領域的市場應用,公司擬通過孫公司山東東潤新材料有限公司(“山東東潤”,山東艾蒙特擬收購其100%股權)或新設孫公司投資建設“年產16萬噸高性能樹脂及甲醛項目”, 致力於特種酚醛樹脂、複合材料樹脂及其配套關鍵原材料的研發和製造,彌補高性能樹脂在國內市場的供應缺口。
項目總投資約48137萬元,其中:項目建設投資44595萬元,鋪底流動資金3542萬元,資金來源為自有及自籌資金。
該項目建成並滿產後,預計平均每年可實現年銷售收入約119366萬元,實現年均利潤總額約22268萬元。該項目所得税後的投資內部收益率預計為34%,所得税後投資回收期預計為4.27年(含建設期)。 以上數據均是根據目前的市場價格行情測算,未考慮未來市場變化的不確定性,不構成對該項目的業績承諾。
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