雪峯科技(603227.SH):2023年化工板塊產銷量同比基本持平
格隆匯3月1日丨雪峯科技(603227.SH)近日在接待機構投資者調研時表示,2023年化工板塊產銷量同比基本持平,但受化工大宗商品價格下行影響,公司主要化工產品之一三聚氰胺價格較同期相比有一定比例的下降。玉象胡楊現有66萬噸硝酸銨產能,主要應用於民爆行業以及生產硝基複合肥,作為生產炸藥的主要原材料,佔工業炸藥主要原材料配比在80%以上。公司全年使用硝酸銨10萬噸左右,其餘銷售到疆內其他的民爆企業及青海、西藏等地。2023年硝酸銨銷量為33萬噸左右,隨着尿素造粒塔尾氣淨化改造完成投產,2023年11月玉象胡楊公司多孔粒硝酸銨產品達產,硝酸銨產品品種的增加、質量的改善,2024年有望將硝酸銨市場佔有率提升到85%左右。目前公司正在積極開展相關化工產品下一步發展的論證工作。
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