衞星化學(002648.SZ):15萬噸/年碳酸酯裝置目前基本完成安裝
格隆匯5月6日丨衞星化學(002648.SZ)於2023年05月04日進行電話會議,就“公司碳酸酯項目目前進展情況和競爭優勢?”,公司回覆稱,15萬噸/年碳酸酯裝置目前基本完成安裝,後續會按照生產計劃進行投產。公司生產碳酸酯有以下幾方面的優勢:
一、公司具備從原料到產品的全產業鏈,原料成本低。尤其是原料乙烷的純度達到99%以上,原料高純度的天然秉賦有利於生產下游對純度要求高的產品,尤其是新能源領域;
二、生產碳酸酯所需要的環氧乙烷是公司自產的,二氧化碳是環氧乙烷生產過程中產生的,這是雙碳要求下捕捉二氧化碳的綠色低碳工藝,單噸碳酸酯消化0.6噸二氧化碳;
三、生產1噸DMC將副產0.6噸乙二醇,具有經濟效益;
四、公司目前產品結構已涵蓋四種電解液溶劑,為下游電解液客户提供整體解決方案,並具有穩定供應高質量產品的能力。
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