科思股份(300856.SZ):預計今年年中新型去屑劑產品PO、氨基酸表面活性劑產品將進入投產試運行階段
格隆匯5月6日丨科思股份(300856.SZ)於2023年4月26日召開電話會議,關於一季度經營情況的分析及後續展望,公司表示,今年一季度總體延續去年四季度的上升趨勢,營業規模方面,本期化粧品活性成分產品銷售量同比增長較大,營業收入提升明顯,環比也保持持續上升態勢;盈利水平方面,前期採取的產品價格調整措施逐步落地,以及公司整體產能利用率的提升帶來的規模效應和相對高毛利的新產品產能的逐步釋放是一季度毛利率同比提升的主要原因,2022年下半年以來,公司基本未作產品銷售價格的調整,原料價格的波動和客户結構的變化對環比毛利率提升的影響有限;在毛利額貢獻方面,傳統防曬劑規模較大,其增長對毛利額的貢獻更大,但新型防曬劑產品的增速更快。
從個人護理品消費端來看,整體而言向好的趨勢不變,並未受到國際經濟環境變化的重大影響。另外,公司不僅在防曬領域精耕細作,也已在安慶工廠進行了首批項目規劃,這也是公司未來較長時間內的發展方向。預計今年年中新型去屑劑產品PO、氨基酸表面活性劑產品將進入投產試運行階段,新型廣譜防曬劑P-S和高分子增稠劑卡波姆預計也將在今年的8-9月份投產試運行。今年下半年,公司將啟動第二批項目建設規劃,後期將基本保持這個節奏推進項目落地。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.