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养个女鬼当老婆全文阅读|带你走进青春的迷茫与希望!

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4月15日晚间,江苏正丹化学工业股份有限公司(证券简称:正丹股份(维权),证券代码:300641)发布2024年年报。报告期内,公司营收与净利润实现飞跃式增长,全年营业收入达34.8亿元,同比增长126.31%;归属于上市公司股东的净利润飙升至11.9亿元,同比增长11949.39%,并计划每10股派发现金红利3元(含税)。

正丹股份专注芳烃综合利用产业链,业务涵盖特种精细化学品和高端环保新材料的研发、生产及销售,主要产品有偏苯三酸酐(TMA)、偏苯三酸三辛酯(TOTM)、乙烯基甲苯(VT)、均四甲苯等。

对于2024年的亮眼业绩,正丹股份公告显示,主要得益于主要产品TMA和TOTM产销量大幅增长,销售单价显著上升,同时单位成本基本稳定,酸酐及酯类业务营收与利润随之大幅增长,进而推动净利润飙升。

众和昆仑(北京)资产管理有限公司董事长柏文喜在接受《证券日报》记者采访时表示,2024年美国TMA生产厂家永久性关闭生产线,致使全球TMA供应格局突变,供应缺口扩大,正丹股份迎来黄金发展期,产品销量与单价齐升,且成本稳定,使得酸酐及酯类业务营收与利润暴增,成为净利润飞跃的核心因素。加之2023年公司业绩处于上市以来低谷,净利润仅987.51万元,低基数效应也为2024年的爆发式增长提供助力,2024年TMA市场价格一路上扬,更是直接推动公司业绩攀升。

在产能布局上,2024年9月7日,正丹股份公告计划在新加坡新设控股子公司,并在马来西亚建设生产基地,初步规划建设年产5万吨TMA项目以及年产2万吨新材料特种单体项目。同年11月20日,上述控股子公司完成注册登记,取得当地部门颁发的注册证书。

福州公孙策公关咨询有限公司合伙人詹军豪向《证券日报》记者表示,TMA下游主要应用于高耐热PVC线缆、粉末涂料、绝缘材料等领域,目前无替代品,市场需求刚性强。未来,随着新能源与高端制造业发展,锂电池材料、高温绝缘材料等对TMA的需求将持续攀升;美国对邻苯类增塑剂限制趋严,环保型增塑剂需求将不断增加,PVC制品(电线电缆、医疗器械)的环保升级也将持续拉动TMA需求。

不过,詹军豪也提到,尽管正丹股份等企业有产能扩张计划,但TMA项目建设周期超过24个月,且需通过环评、安评等多个环节,新产能释放存在不确定性。全球TMA行业正逐渐形成寡头垄断格局,正丹股份凭借技术与产能优势占据有利地位,但仍需警惕潜在新进入者与国际贸易政策风险。

近年来,正丹股份始终坚持科技创新导向,持续加大研发投入,2024年研发投入达1.1亿元。报告期内,公司偏苯三酸酐二元醇酯工艺开发等项目顺利完成研发;连续法合成增塑剂对苯二甲酸二异辛酯研究等项目验收完成;高沸点芳烃溶剂异构化合成均三甲苯联产均四甲苯新工艺研究等项目处于中试阶段。

截至2024年12月31日,正丹股份已拥有授权专利49件,其中发明专利31件,实用新型专利18件。2023年,公司承担镇江市知识产权战略推进项目,被列入《2023年度镇江市知识产权重点企业保护名录》。2024年12月份,“一种连续法生产偏苯三酸酐的方法”通过第二十五届中国专利优秀奖评审并进入公示阶段。

展望未来,正丹股份表示,将继续加大研发投入,持续开发新技术、新产品,优化现有工艺,节能减排降耗,巩固并增强在行业中的技术优势。

柏文喜认为,正丹股份在2024年业绩大爆发,未来虽具备一定增长潜力,但也面临产能过剩与市场竞争风险。投资者需重点关注行业产能动态、市场价格波动,以及公司在技术创新和成本控制方面的表现。

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