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東方盛虹(000301.SZ):今年公司EVA保持滿產滿銷狀態,毛利率保持較高水平
格隆匯 10-20 09:07

格隆匯10月20日丨有投資者在投資者互動平台向東方盛虹(000301.SZ)提問,“2023年公司EVA四季度傳統行業“金九銀十”旺季利好並未兑現,毛利在不斷收窄,疊加寶豐能源EVA新產能投放預期,EVA市場供需基本面壓力依舊較大,公司24年新增EVA過不會加劇EVA目前供需失衡,出現增收不增利的局面?”

公司表示,EVA一直是公司優勢產品,公司是全球最大光伏EVA供應商。今年公司EVA保持滿產滿銷狀態,毛利率保持較高水平。2023年至2024年,EVA新增產能較少,光伏級EVA仍將保持供需緊平衡狀態。隨着公司在2024年底EVA新產能的投放,將有助於擴大公司EVA的競爭優勢。同時公司通過數年自主研發的POE技術,規劃整體50萬噸POE配套30萬噸α-烯烴產能,一期10萬噸POE項目準備開工建設。未來公司將打造成為同時擁有EVA和POE光伏膠膜原料供應的世界級龍頭企業。

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