渤海化學(600800.SH):預計半年度淨虧損3.4億元-3.8億元
格隆匯7月11日丨渤海化學(600800.SH)公佈,1.經財務部門初步測算,預計2025年半年度實現歸屬於上市公司股東的淨利潤約爲-38,000萬元到-34,000萬元。2.預計2025年半年度實現歸屬於上市公司股東扣除非經常性損益後的淨利潤約爲-37,800萬元到-33,800萬元。
2025上半年化工行業仍面臨產能過剩與需求疲軟的雙重困境,特別是PDH行業,更是深陷這一挑戰中,行業市場供需失衡,疊加丙烷進口關稅稅率影響,推高公司原料採購成本,運營壓力劇增。1、上半年丙烯銷售均價6607.09元/噸,較2024年上半年6833.08元/噸同比下降3.31%,整體銷售價格下行。原料端丙烷價格(CP指數)均價616.67美元/噸,仍然處於持續高位運行。公司主要產品丙烯毛利率持續爲負導致2025年上半年營業利潤出現虧損。2、公司丙烯酸酯及高吸水性樹脂新材料項目目前處於開工建設最後階段,尚未產生經濟效益。
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