華峯化學(002064.SZ):公司的己二酸在規模、成本、產業配套以及研發等方面具備優勢
格隆匯6月8日丨華峯化學(002064.SZ)召開股東大會暨投資者交流會,就“公司己二酸產量全國第一,以產定銷的原因是什麼?對己二酸市場未來的市場需求如何看?”
公司回覆稱,公司己二酸雖然產量大,但是我們部分己二酸自用,剩餘部分再對外銷售,公司的己二酸在規模、成本、產業配套以及研發等方面具備優勢,形成了綜合性競爭優勢,毛利率處於行業領先的水平。未來,隨着經濟環境的逐步復甦及行業配套政策的出台,下游需求釋放,特別是國內己二腈技術的突破,尼龍66將迎來新一輪的增長點;同時,隨着國家限塑令等政策的推動,PBAT仍有大量產能投入,這兩大行業將成為未來推動己二酸產品消費增長的最大動力。
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