雲圖控股(002539.SZ):預計2023年公司將有110萬噸複合肥產能陸續建成投產
格隆匯4月24日丨雲圖控股(002539.SZ)於2023年4月20日、4月21日進行電話會議,就“在建工程激增,請介紹下公司規劃建設的主要項目以及進展情況,2023年哪些項目能夠建成投產?”,公司表示,依託豐富的磷礦資源儲備、一體化的產業配套及化肥化工行業多年的積累,公司通過磷酸分級利用規劃建設磷酸鐵與複合肥聯動生產項目,增加現有磷化工和磷複肥經營規模的同時,為公司釋放新的增量空間。公司分別在松滋基地和宜城基地規劃建設35萬噸、10萬噸磷酸鐵及其配套項目。目前松滋基地一期5萬噸磷酸鐵已達到批量化投產條件,配套的磷酸和複合肥項目也在加速推進中,選礦、硫酸、精製磷酸廠等主體建設已基本完成,自2023年4月開始陸續達到試生產條件;宜城基地項目目前處於籌備階段,其中5萬噸磷酸鐵預計2023年動工建設。
為補齊公司氮肥產業鏈短板,進一步夯實公司產業鏈優勢,公司在應城基地規劃建設70萬噸合成氨項目,2022年該項目中30萬噸輕質鹼改重質鹼項目已順利投產,進一步優化了公司現有產品結構。目前該項目前置審批手續已基本完成,預計2023年將全面動工建設,建成投產後公司將基本實現上游氮資源自給自足,低成本優勢將更加明顯,市場競爭力顯著提升。
公司旗下雷波牛牛寨東段磷礦採礦工程已取得項目建設必要的開採許可、項目審批、環保審批等前置手續,待完成安全設施設計評審的相關手續即可動工建設。未來400萬噸/年的採礦工程完全達產後,將有效保障公司生產所需磷礦石的穩定和低成本供應。預計2023年公司將有110萬噸複合肥產能陸續建成投產,松滋基地磷酸鐵項目配套的濕法磷酸、精製磷酸等上游產能也將在2023年陸續建成。
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