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中化國際(600500.SH):力爭實現光穩定劑、磷系阻燃劑、抗氧劑等多個細分產業的全球或國內領先

格隆匯5月15日丨有投資者向中化國際(600500.SH)提問:今年以來原料MIBK供應偏緊、下游輪胎行業整體復甦,請問公司拳頭產品橡膠防老劑的銷售情況與盈利預期如何?連雲港橡膠促進劑項目加速推進建設、預計年底投產,請問公司目前進行了哪些投產前期準備?公司在2021年成功收購富比亞以後,接下來在塑料添加劑領域還有什麼具體規劃?

中化國際回覆:公司橡膠防老劑現有年產能 19萬噸,產能規模與市場份額位居全球第一。2022年2萬噸/年TMQ擴建項目和2.5萬噸/年泰國添加劑工廠建成投產,對於防老劑業務未來效益的持續增加奠定了基礎。

連雲港促進劑項目方面,該產品與橡膠防老劑組合,可為下游輪胎等客户提供一體化配方和解決方案。公司為促進劑項目進行了十年以上的自主研發和技術積累,在此基礎之上建設了促進劑mini-plant裝置並運行多年。項目產出的產品已提前佈局推進預認證和預銷售工作,預計今年投產後可較快完成認證並實現批量銷售。

塑料添加劑領域,公司2021年通過收購富比亞快速切入領先賽道,通過持續的產品技術開發投入、客户協同以及多年添加劑產業的生產運營經驗,持續改善提升富比亞的生產經營能力。未來公司將通過技術引進、自主研發、擴產增能等多種方式,提升塑料添加劑細分產業規模與優勢,力爭實現光穩定劑、磷系阻燃劑、抗氧劑等多個細分產業的全球或國內領先,具體項目進展請以公司公吿為準。

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