潔美科技(002859.SZ):BOPET膜二期項目設備預計明年到貨,廠房正在建設當中
格隆匯9月26日丨潔美科技(002859.SZ)於2023年9月25日召開業績説明會,就“半年報中披露的BOPET膜二期項目設備已經預定,預計什麼時候能夠建成投產?離型膜二期新增產能將根據客户放量的進度確定投資節奏,公司未來規劃的BOPET膜產能和離型膜產能有多少?”,公司回覆稱,公司BOPET膜主要為公司MLCC離型膜做配套。BOPET膜二期項目設備預計明年到貨,廠房正在建設當中,項目建成後將新增產能2萬噸/年,投產後基膜總產能將達到3.8萬噸/年。
離型膜目前年產能3億平米,廣東肇慶基地離型膜規劃了年產能2億平米,其中一期產能1億平米,二期新增年產能1億平米會根據客户放量的進度確定投資節奏;天津基地規劃了年產能4.8億平米的離型膜,正在辦理環評、能評手續、廠房設計也正在優化當中,上述事項完成後將啟動建設。
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