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雅本化學(300261.SZ):公司未來的業務重心落在蘭州基地
格隆匯 07-20 07:45

格隆匯7月20日丨雅本化學(300261.SZ)近期在接待機構投資者調研時表示,公司未來的業務重心落在蘭州基地:公司目前正快速推進蘭州基地建設,設立有包括蘭州雅本精細化工有限公司、甘肅蘭沃科技有限公司、甘肅蘭農科技有限公司、蘭州雅本藥物創制科技有限公司等3個現代化生產基地及1個高端創新基地,持續發展高端農藥中間體和醫藥中間體業務。蘭州基地的設立是公司深化“2+X”發展戰略的重要體現,除佈局農藥中間體業務外,蘭州基地也初步具備承接一些上規模的醫藥中間體項目的資源和條件,將成為公司農藥、醫藥中間體項目快速落地的重要基地。

除甘肅蘭農基地暫未正式投建,蘭州雅本精化一期租賃式廠房已部分投入使用,蘭沃科技首條產線預計將在今年年底前後投產,蘭州雅本藥物創制公司有望年內啟動建設。預計蘭州基地今年不會對公司業績產生影響,隨着明年起相關產線投產和產能爬坡,預計從2024年起能成為公司業績新的增長極。此外,未來幾年公司會有一定投資資金壓力,也可能造成投建進度不及預期,但是公司會通過有序安排建設和投產節奏,實現蘭州基地的滾動開發和平穩發展。

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