和順科技(301237.SZ):目前在建7.3萬噸產能建設正常推進,預計在2023年投產
格隆匯7月4日丨和順科技(301237.SZ)近期在接待機構調研時表示,公司目前在建的7.3萬噸產能建設正常推進,預計在2023年投產。首先,公司在建產能規劃產品類型與現有產品矩陣有所區分,其次,在建產能覆蓋領域將向新興及技術門檻較高領域進行輻射。以在建產能光學膜基膜為例,每年約有30萬噸左右產能是向海外進口的,這個產能需求缺口是一直維持的,公司錨定進口替代,預計未來產能可逐步消化。
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