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2021.06.16
齐翔腾达预计上半年业绩增逾两倍 山东化工板块维持高景气度

laiyuan:zhengquanribao


6yue14riwan,aiyouxiappkongguqixiahuagongchanyejituanhexinqiyeqixiangtengdayujishangbannianshixianjinglirun14.26yiyuanzhi16.4yiyuan,tongbizengzhang200%-245%,lvxianbaoxi。《zhengquanribao》jizheconggongsifangmianhuoxi,youyugongsitouzide20wandun/niandingjingjiaoruxiangmuhe20wandun/nianmmaxiangmuzaibaogaoqineiyiquanbujianchengtouchan,tuidongyejishixiandafuzengzhang。


ergenjudongfangcaifuchoiceshuju,shandongxiaquhuagongbankuai37jiaagushangshigongsi,chuchuyutingchanzhuangtaide*styaxingwai,jinnianyijiduquanbushixianyingli,qieqizhong20jiagongsiyijidudeguimujinglirunzengfuzai100%yishang。youhuagongxingyefenxirenshidui《zhengquanribao》jizhefenxi,shougongxugejuchixugaishandengyingxiang,duozhonghuagongpinzhongzaibenlunshunzhouqixingqingzhongjiagelvchuangxingao。yinci,yeneipubianrenweishandongxiaquhuagongbankuaiqiyeshangbannianyejijiangjixuyoubucuodebiaoxian。


产业链扩张带动业绩增长


chanyeliankuozhangshiqixiangtengdayejidafuyuzengdezhuyaoyuanyin。zuoweitansishenjiagonglingyudelongtouqiye,qixiangtengdajinnianlaiyizhizaishengengtansi、tansanlingyu,jinyibuyanshenchanyeliantiao。


gonggaoxianshi,qixiangtengdatouzijianshede20wandun/niandingjingjiaoruxiangmuhe20wandun/nianmmaxiangmuyubaogaoqineiquanbujianchengtouchan,tigaolegongsichanpinchanxiaolianghelirun,chengweigongsiyejizengzhangdezhongyaoyinsu。


gongsidongmizhangjunzaijieshou《zhengquanribao》jizhecaifangshibiaoshi,20wandun/nianmmaxiangmushijianggongsidifujiazhidemtbechanpinzhuanhuaweigaofujiazhidemma,zaiyugongsixianyouchanyelianronghejijinyibuyanshendetongshi,yezhuligongsishezuxincailiaoxingye,shixianzhuanxingshengji。ermmazhuyaoyongyushengchanyoujiboli、gaoduanxianshipingdeng。“muqiangongsichanpinchengxiangongbuyingqiuzhuangtai。”zhangjunshuo,xiangmujianchengtouchandadatigaolegongsidejingjixiaoyihezonghejingzhengli。


yucitongshi,gongsihaizaijijituijinmmadexiayouchanpinpmma(jujiajibingxisuanjiazhishuzhi)dexiangmujianshe。pmmabeiguangfanyingyongyugezhongzhaomingqicai、guangxueboli、yiqiyibiaodenglingyu,tebieshisuizheyejingxianshiqishichangdexunsuzengzhang,guangxuejipmmamosuliaoxuqiulianghuidafuzengzhang,weilaifazhanqianliheyingyongqianjingdouhenda。


zhangjunbiaoshi,suiranmuqiandingjingjiaorushichangjiagejiaoquniansijiduyouyidinghuiluo,dangongsitongguowendingkehuqudaohejigaitishengchanpinzhiliang,qifazhanqianjingyechixubeixingyekanhao。“muqianguoneidingjingjiaorushichanghaichuyuwuxujingzhengdezhuangtai,womentongguojigaichixutishengchanpinzhiliang,ganchaoshijiexianjinshuiping,tongshitongguozhanlvekehudechubeiyuhezuo,jijiyingduihouxudeshichangjingzheng”。


ciwai,zhangjunhaixiang《zhengquanribao》jizhejieshao,gongsimuqianhaiyouduogexiangmuzaijijituijinzhong,qiejinzhanxunsu。qizhong,70wandun/nianbingwantuoqing(pdh)xiangmuyujijinnianniandiqianjianchengtouchan;30wandun/nianhuanyangbingwanxiangmuhe20wandun/nianyirenchunxiangmujunzaiyouxutuijin。tongshi,zuoweiquanqiuzuidashunganshengchanqiye,gongsihaijiangzaiyuanyou20wandun/nianshunganzhuangzhidejichushangjixutoujian20wandun/nianshungankuochanxiangmu。youyeneirenshibiaoshi,suizhezheixiexinchannengdeluxutouchan,weilaijiangyoulizengqiangqixiangtengdadeyinglinengli。


“我们现在在碳四产业链稳步发展的基础上,加速推进PMMA、丙烷脱氢、环氧丙烷、异壬醇等新项目建设,瞄准高附加值的精细化工品及化工新材料领域,进一步向下游高端化技术延伸,实施高壁垒,一体化、多元化的发展战略。”张军表示,公司也会根据现有生产线的盈利能力和国家政策引导方向,不断调整优化,并逐步实施下一个六年的发展规划。


享受行业顺周期红利


guoxinzhengquanhuagongtuanduifenxizhichu,huagongxingyejinnianyijiducaibaozhengtiliangyan,2021nianshangbannianzheiyiqushijiangdedaoyanxu。


tebieshizaishunzhouqixia,jinqihuagongduopinzhongjiagechuangxingao,baokuodingxinchun、caoganlin、cusuan、niaosu、pvcdengzaineideduozhonghuagongpinzhongxingqingjinrushenduyanyijieduan,yejixiangguangongsiyejidailaizhicheng。


yishandongxiaquhuagongbankuaiweili,wanhuahuaxuejinnianyijidushixianyingyeshouru313.12yiyuan,tongbizengzhang104.08%;guishuyushangshigongsigudongdejinglirun66.21yiyuan,tongbizengzhang380.82%,danjidulirunchuangchuxingao;luxihuagongyijidugengshiyitongbimengzeng5834.61%dezengsuchengweibankuai“zuijingdezi”。ergenjudongfangcaifuchoiceshujutongji,zhenggeshandonghuagongbankuaiyijiduguimujinglirunzengfuchaoguo100%degongsijiuyou20jia,qizhong,yangguhuatai、shidashenghua、binhuagufendenggongsiyejijunbiaoxianliangyan,jinnianyijidudouyoutongbichao10bei,shenzhi20beideyinglizengsu。


tanjishandongxiaquhuagongbankuaishangbanniandeyejibiaoxian,yiweiyeneirenshidui《zhengquanribao》jizheshuo,“shangbannianyejishixiangaozengzhangshikendingde,erbaokuoqixiangtengda、hualuhengsheng、shandonghedadengzaineidehenduohuagongqiye,yeshenzhishunzhouqixiadanchunkaochanpinjiageshangzhangshixiandelirunzaowanhuihuiluo,yincigongsizaixiangshoushunzhouqihonglidetongshi,yijugezitesejiasuchanyelianbuju,yishixianzishendeliangxingfazhanhezhanlveshengji”。


xingyezhengquanzuixinxingyeyanjiubaogaoyezhichu,huagongxingyegongxujinpinghenggejuweibian,yincikanhaozhouqijingqichixu。ruzaixuqiuduan,haiwaizhengcecijichixufahuizuoyong,huagongpinxiayouxuqiufusuyouwangchixu;erconggongjiduankan,xianyouchannengkaigonglvtishengyouxian,xinchannengzengsuyouxian,xinzenggongjiyouxian。dangqianguoneibufenhuagongpinxiayouzhengzhixiaofeishengjijiyu,xuqiuhuoweichigaozengzhang。ciwai,weibaohuhuanjing、shixian“shuangtan”mubiao,guoneizhengcequdongchanyegengdie,xinnengyuanchanyelian、weiqicuihuadengxiangguanhuagongpinchengzhangkongjianguangkuo。chanyeyeyinciyinglaibiangejiyu。


法律声明

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benwangzhansuoyouneirongheziyuandebanquanguibenwangzhansuoyou,yemiansuoyouxinxishou《zhonghuarenmingongheguozhuzuoquanfa》jixiangguanfalvfaguihezhongguojiarudesuoyouzhishichanquanfangmiandeguojitiaoyuedebaohu。weijingbenwangzhanshixiandeshumianxuke,renhedanweihegerenbudejiubenwangzhanshangdexiangguanziyuanyirenhefangshi、renhewenzizuoquanbuhuojubufuzhi、xiugai、fasong、chucun、fabu、jiaoliuhuofenfa,huoliyongbenwangzhanshangdexiangguanziyuanchuangjianqitashangyeyongtudeziyuan。fouzebenwangzhanjiangzhuijiuqifalvzeren。

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