先達股份(603086.SH):所產烯草酮產品主要爲海外銷售,生產廠家較多,供大於求
格隆匯2月18日丨先達股份(603086.SH)公佈,公司近期關注有媒體提到有烯草酮產品廠家臨時停產的相關報道。公司作爲烯草酮產品主要生產商之一,就相關烯草酮產品事項說明如下:
公司主營業務爲農藥原藥及製劑、中間體的研發、生產和銷售,且自公司成立以來主營業務未發生變化。公司所產烯草酮產品主要爲海外銷售,生產廠家較多,供大於求,產品競爭較爲激烈,目前價格尚未有所變化,價格依然處於低位,產品盈利水平較低,同時農產品價格整體處於長週期相對低位。目前距離烯草酮產品銷售旺季尚有較長一段時間,並且未來一段時間行業可能發生新裝置加速投產以及老裝置重啓的情況,可能會加劇產品競爭。公司目前生產經營正常,內外部未發生重大變化。
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