科思股份(300856.SZ):PO產線還在建設中,預計今年6月份可以試生產,部分大客户的認證已基本完成
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,就“二氧化鈦、PO項目進展情況?”,公司回覆稱,公司PO產線還在建設中,預計今年6月份可以試生產。市場推廣方面,部分大客户的認證已基本完成,也已給出下半年的需求預期,其他客户還在正常推進中,包括國內的洗護品牌商。
公司二氧化鈦產品於去年年底投產試運行,由於物理防曬劑各生產商的規格、型號不同,需要和客户端建立非常密切的溝通機制以實現其配方體系的適配。因此相對化學防曬劑,二氧化鈦的推進進度會稍微慢一些,目前生產在正常有序進行中,該產品對二季度的貢獻預計不大,三季度開始逐漸放量。
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