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新安股份(600596.SH):2024年有機硅產品的海外銷售近10億元

格隆匯7月10日丨新安股份(600596.SH)在投資者互動平臺表示,我們也關注到相關公司官網的公告,確認要關閉歐洲的有機硅單體裝置。近年來,隨着國內硅氧烷產能的不斷擴大和工藝技術水平的不斷提升,行業競爭愈發激烈,給國內外同行業企業的經營都帶來較大壓力,此次海外裝置關停的計劃顯示行業正在經歷深刻的調整。目前海外有機硅基礎生產裝置的成本普遍高於國內,不排除會有進一步收縮的可能。對於新安來說,近年來,我們始終將終端化、高端化、全球化作爲公司的核心戰略,在歐洲、美洲、非洲、東南亞等地區設立子公司和辦事處,着力推進有機硅業務的全球化拓展。過去幾年,公司有機硅海外銷售持續快速增長,2024年有機硅產品的海外銷售近10億元,涵蓋有機硅上下遊全系列產品,也與海外個人護理、醫療健康、汽車零部件、通信電力、建築防水等行業的頭部客戶展開了深入合作。我們相信,海外有機硅企業的戰略調整將爲我們帶來重要的市場機遇。公司將進一步深耕海外市場,積極參與國際競爭,充分發揮中國製造的優勢,爭取在全球市場取得更大的突破。

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