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朗坤環境(301305.SZ):歐盟委員會對公司加工生產的生物柴油出口至歐盟徵收 23.7%的臨時反傾銷税
格隆匯 07-26 15:51

格隆匯7月26日丨朗坤環境(301305.SZ)公佈,歐盟委員會公佈了關於本次反傾銷調查的初裁結果,公司下屬子公司深圳市朗坤生物質能源有限公司和廣州市朗坤環境科技有限公司被列為“其他合作公司”,對公司加工生產的生物柴油出口至歐盟徵收 23.7%的臨時反傾銷税。

本次歐盟加徵臨時性關税對公司生物柴油出口至歐盟市場產生了一定影響,但對公司總體經營狀況影響有限。公司是國內生物質資源再生行業領先企業,公司可以將自產原料油(從餐飲垃圾中提取和特許經營區域內收取的廢棄食用油脂)加工成生物柴油,也可以將原料油直接銷售,生物柴油只是公司生物質廢棄物深度資源化的附加產品。歐盟啟動調查從2023年下半年至今對國內生物柴油市場價格造成較大沖擊,公司對調查及可能的裁決結果提前進行了調研和預判,並採取了相應應對措施。

公司生物柴油業務利潤主要來自於公司自產原料油(該部分原料成本較低)。當生物柴油市場價格具備利潤空間時,公司在自產和外採原料油的基礎上加工生產銷售生物柴油;生物柴油市場價格低迷時(不能覆蓋生產成本),公司將直接出售自產的原料油獲得收益,因此市場變化對此項業務業績造成的影響較小。

2024年5月份開始廣州市朗坤環境科技有限公司對生物柴油深度脱硫系統進行技術改造,提高生物柴油的質量和性能(技改後含硫量低於10ppm),提高產品競爭力。

國內市場:已與華南中石油國際事業有限公司、中石化中海船舶燃料供應有限公司等石化銷售企業簽署了戰略合作框架協議。同時與政府相關部門積極溝通,加快推進國內生物柴油推廣應用試點示範工作,並將生物燃料納入國內碳交易市場體系。國外市場:轉換海外市場方向。加大對東南亞、日韓、中東等非歐盟地區生物柴油市場的開拓力度,減少對歐盟市場的依賴。

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