川金諾(300505.SZ):今年二季度以來,公司的磷酸氫鈣、重(富)鈣價格呈現上升趨勢
格隆匯7月22日丨川金諾(300505.SZ)在投資者互動平台表示,一、去庫存情況:由於市場環境變化的原因,2023年初公司存貨較多。為儘快回籠資金,公司以去庫存為主,截至2023年三季度末公司產品庫存恢復至正常水平。 二、行業:磷化工作為基礎化工行業,產品用途廣,需求量大,下游需求相對比較穩定。從短期看,磷化工產品的供需是平衡的,如果沒有突發事件的擾動,磷化工行業相對較為平穩。今年二季度以來,公司的磷酸氫鈣、重(富)鈣價格呈現上升趨勢,公司的其餘產品價格較為穩定,無明顯波動。 三、訂單情況:公司採用柔性生產的模式,根據目前的在手訂單,公司產銷平衡,其中淨化酸及重(富)鈣產能利用率較高。
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