雲圖控股(002539.SZ): 公司黃磷生產基地位於四川雷波縣 目前處於正常生產狀態
格隆匯9月14日丨雲圖控股(002539.SZ)公佈股票交易異常波動公吿,近日,網絡流傳一份雲南省節能工作領導小組辦公室發佈的《關於堅決做好能耗雙控有關工作的通知》,其中提到加強雲南省黃磷行業生產管控,確保2021年9-12月雲南省黃磷生產線月均產量不得超過2021年8月份產量的10%(即削減90%產量)。公司黃磷生產基地位於四川省雷波縣,年產能達6萬噸,目前處於正常生產狀態。黃磷價格主要受供需關係、上游原料價格等因素綜合影響,今年黃磷市場供應偏緊,若通知中提到的產能壓縮進一步收緊供給端,有望帶動黃磷價格上漲,可能對公司的經營業績產生積極影響,敬請廣大投資者注意投資風險。
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