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永安藥業(002365.SZ):一期項目部分裝置已具備年產4萬噸牛磺酸的生產能力

格隆匯7月3日丨永安藥業(002365.SZ)公佈,經過兩年多的項目建設,公司年產4萬噸牛磺酸食品添加劑項目一期(年產2萬噸牛磺酸食品添加劑項目)建設完成,經過設備安裝調試及試生產方案審查,於2025年4月通過了安全設施竣工驗收。2025年5月,通過了竣工環境保護驗收並進行公示,2025年6月公示結束。近日,公司在全國建設項目竣工環保驗收系統進行了備案。至此,該一期項目已基本完成相關資質的審覈評定工作,履行完必要的審批手續,達到了生產條件,可正式投入生產和運營。目前,一期項目部分裝置已具備年產4萬噸牛磺酸的生產能力,二期項目主要完成精烘包車間建設及部分設備改造。公司將根據市場情況,擇機推進二期項目的後續建設及驗收工作。

公司年產4萬噸牛磺酸食品添加劑一期項目的完工對鞏固公司在牛磺酸行業市場領先地位具有積極意義,有利於增強公司成本優勢、規模優勢,強化產業鏈協同,進一步提升公司核心競爭力。但產能釋放過程中可能面臨市場需求變化、市場競爭加劇、原料供應及價格波動等因素影響,因此產品銷售及業績存在不確定性。

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