川金諾(300505.SZ):2023年全年淨化磷酸預計滿產滿銷
格隆匯5月11日丨川金諾(300505.SZ)在2023年5月11日業績説明會上表示,2023年,公司業績增量主要來源於:1、濕法淨化磷酸滿產。2022年公司濕法淨化磷酸剛投產,前期處於試生產狀態,全年產銷量不到4萬噸,2023年全年淨化磷酸預計滿產滿銷。2、公司廣西基地30萬噸硫磺制酸已投產,一方面作為硫酸原材料供給,另一方面給生產系統提供蒸汽熱能,預計全年貢獻數千萬元的熱能綜合效益。3、公司正磷酸鐵和鐵鋰將逐步產出。隨着公司逐漸向新能源行業轉型,2024-2025年的業績增量預計主要在新能源材料。主要潛在風險為新能源市場風險、募投項目建設不及預期風險。
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