廣信材料(300537.SZ):正在加緊建設龍南基地年產5萬噸電子感光材料及配套材料項目建設
格隆匯7月7日丨廣信材料(300537.SZ)近期在接待機構調研時表示,公司正在加緊建設龍南基地年產5萬噸電子感光材料及配套材料項目建設,目前正在準備一標段消防驗收工作,根據建設規劃和目前建設進度,預計今年可以有部分產品達到試生產的條件。在產能安排上,在試生產條件滿足後計劃先放量原材料樹脂的生產,降低原材料成本以支撐進一步開拓客户,然後將根據下游客户的需求進行合理的產能和生產安排。
公司目前現有產能約1.3萬噸/年,主要分佈在江蘇江陰和湖南長沙。江西龍南基地新建產能5萬噸/年,其中包括新增的公司各類光刻膠等感光新材料產品3.8萬噸/年及主要原材料之一樹脂1.2萬噸/年。
公司屬於精細化工行業,與傳統的大化工有顯著區別,相關產品的產銷量其實受到下游諸如消費電子、汽車等行業的影響比較大,公司相關產品的排產更大程度上是根據下游行業的景氣度和公司市場開拓程度決定的。公司華南生產基地已前瞻性地對產線機動性和未來發展空間作出預留,未來如果部分產品銷量擴大,可以基於原有的基礎設施設備通過技改等方式進行產線替換及擴產。
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