溯聯股份(301397.SZ):已與萬華等知名公司展開積極合作 加快管材、核心零部件的顆粒原料國產替代化進程
格隆匯1月16日丨溯聯股份(301397.SZ)在接待機構投資者調研時表示,公司產品主要原材料為尼龍等高分子材料,主要通過代理商進口,受石油價格、匯率、關税等因素影響,但對成本影響較小。為控制原材料成本,一方面,在確定保供的前提下,不斷引入新的供應商,增強公司的議價能力,與多數供應商簽署價格協議鎖定原材料價格;另一方面,公司積極推進國產化替代材料的認證工作,減少對海外供應商和國際貿易渠道的依賴和宏觀經濟、國際關係等因素對公司經營帶來的不確定性。
另外受市場需求和技術變化等因素影響,新能源水管和注塑件中尼龍類原材料PA12及其他進口原料需求降低。公司已與萬華、金髮、會通等知名公司展開積極合作,加快管材、核心零部件的顆粒原料國產替代化進程。
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