興發集團(600141.SH):當前有機硅和草甘膦兩大業務處於週期底部
格隆匯6月11日丨興發集團(600141.SH)在互動平台表示,公司當前有機硅和草甘膦兩大業務處於週期底部,新能源產業受市場供需失衡影響,雖市場開拓取得積極進展,生產經營持續向好,但尚未釋放預期效益,影響了公司整體業績表現。公司致力於通過技術創新加快產業鏈向綠色化、高端化、國際化轉型,並取得的了積極成果,例如今年上半年,公司成功實現了磷化劑、有機硅皮革/泡棉、乙硫醇等多款創新產品的生產與銷售,豐富了特種化學品產品矩陣,帶來了良好經濟效益。2024年特種化學品板塊已成為公司第一大業務板塊,毛利率為26.99%,利潤貢獻超過三成。需要説明的是,技術創新往往不是一蹴而就,不僅需要時間沉澱,更面臨失敗的不確定性,即便技術可行,但受經濟環境、市場開拓等多重因素影響,效益的釋放也很難做到立竿見影,公司分拆上市的濕電子化學品業務亦經歷了長時間的培育成長才有了當前良好的發展形勢。下一步,公司將進一步聚焦研發方向,提高研發效能,同時加強新產品市場導入,力爭早日釋放創新效益,為股東創造更多價值。
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