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14天7板大牛股宣佈,產品漲價!正積極佈局精細化工求變

上週五,化工高位股受中毅達風險提示影響集體大跌,但仍有部分化工股表現活躍。

紅牆股份當日股價漲停,實現14天7板,最新報13.77元/股,總市值28.95億元。

自4月9日以來的20個交易日內,紅牆股份股價累計漲近90%。

宣佈產品漲價

由於股價漲幅較大,紅牆股份5月9日發佈股票交易異常波動公告,稱近期公司經營情況及內外部經營環境未發生重大變化。

與此同時,紅牆股份今日微信公衆號發文,宣佈羥基酯產品漲價。

根據原料和生產情況結合市場實際,經研究決定,紅牆化學羥基酯產品自2025年5月12日9:00起,羥基酯產品包括(羥乙酯、羥丙酯、甲基丙烯酸羥乙酯、甲基丙烯酸羥丙酯)產品,在現在銷售價格的基礎上價格上調100元/噸。

據紅牆股份介紹,目前公司羥基酯項目試生產階段,可以生產多種羥基酯,包括甲基丙烯酸羥乙酯(HEMA)、丙烯酸羥乙酯(HEA)、丙烯酸羥丙酯(HPA)、甲基丙烯酸羥丙酯(HPMA)。

市場上主要的競爭對手是國內巨頭和國際巨頭,比如陶氏,紅牆股份的HEMA產品主要用於膠粘劑和樹脂領域,未來也會加大力度拓展到其他領域。

積極佈局精細化工

紅牆股份是外加劑頭部企業,混凝土外加劑去年的營收佔比高達99.68%。

不過,受地產週期下行影響,混凝土外加劑行業處於盤整期,下遊需求量縮減導致行業內競爭更加激烈,整個行業加速集中。

在此背景下,紅牆股份正在積極推進混凝土​外加劑和精細化工協同發展。

今年,紅牆股份將在混凝土外加劑業務上以控制風險爲根本,大力提升市場份額。同時,還將重點推進“紅牆化學年產32萬噸環氧乙烷及環氧丙烷衍生物項目”順利投產。

據瞭解,該項目包括年產15萬噸聚醚單體、年產4萬噸丙烯酸羥基酯,兩者均爲聚羧酸系減水劑原料,部分產出爲公司自用,剩餘產品就地銷售。

另外,還包括年產7萬噸非離子表面活性劑、年產2萬噸聚醚多元醇爲公司新增產品,但與原有混凝土外加劑的主要原材料聚醚單體具有原料和裝置的協同性。

進度上,該項目在2024年已經建成,目前處於順利試產階段。

紅牆股份預計,正式投產後,會爲公司貢獻業績增量。同時,紅牆化學精細化工下遊涉及的子領域繁多,也爲公司業務多元化提供了可能性。

儘管正在積極轉型,但紅牆股份近年來的業績表現卻不容樂觀。

去年,紅牆股份實現營收6.75億元,同比下滑11.23%;歸母淨利潤爲4876.04萬元,同比下滑42.98%。

今年一季度增收不增利,期間實現營收爲1.3億元,同比增長4.1%;歸母淨利潤爲253.69萬元,同比下滑80.56%。

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