信德新材(301349.SZ):5月成都昱泰已實現當月盈利
格隆匯7月25日丨信德新材(301349.SZ)在7月21日-7月25日投資者關係活動上表示,成都昱泰主要從事包括負極包覆材料等產品的乙烯焦油綜合利用產品生產和銷售,與公司主營業務一致,收購成都昱泰不會改變公司主營業務。成都昱泰地處四川彭州,毗鄰四川石化而建,是西南地區唯一取得四川石化乙烯焦油供應資格的企業,乙烯焦油通過管道輸送方式入廠,且品質較好。成都昱泰於2022年投產,因負極包覆材料需經過小樣、大樣、噸樣和批量供應的產品認證和導入過程,具有一定的週期,目前實現小批量供貨,下游認證導入正在穩步推進中。2023年5月,成都昱泰已實現當月盈利,體現出較強的盈利能力和成長性。收購成都昱泰可以使公司在原材料端進一步保供、保量、保質、保價並在西南地區建立先發優勢和排他優勢,進而形成供應端的協同效應。與此同時,公司通過在技術、市場方面賦能,最大程度發揮協同效應,提升公司的市場佔有率,增強公司核心競爭力。成都昱泰具備12萬噸乙烯焦油的處理能力,現有負極包覆材料產能為1.5萬噸,下一步將進行技術改造,預計可提升負極包覆材料產能到3萬噸,同時進一步提升產品品質。
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