我(wo)國(guo)(guo)和(he)國(guo)(guo)際(ji)市(shi)場的尿(niao)素(su)(su)等化(hua)肥價格自今年1月(yue)以(yi)來出現逐月(yue)上揚,而(er)生物(wu)能(neng)源的廣泛應(ying)用與蓬勃發(fa)展將(jiang)推(tui)動化(hua)肥產業(ye)進(jin)入高(gao)速成長周期(qi)。遼(liao)通化(hua)工(000059)公司作為國(guo)(guo)內最大的尿(niao)素(su)(su)生產商之(zhi)一,其主導產品目前在遼(liao)寧省占有(you)高(gao)達(da)90%以(yi)上份額,在新疆(jiang)南疆(jiang)地區(qu)占有(you)50%的份額,絕對(dui)屬于(yu)區(qu)域性龍頭企業(ye)。東(dong)北和(he)南疆(jiang)作為我(wo)國(guo)(guo)的農(nong)業(ye)基地之(zhi)一,是國(guo)(guo)家三農(nong)重點發(fa)展的地區(qu),未來隨(sui)著尿(niao)素(su)(su)需求量(liang)的逐步加(jia)大,公司有(you)望因尿(niao)素(su)(su)漲價而(er)業(ye)績大升!
公(gong)(gong)(gong)(gong)(gong)司(si)(si)在實際(ji)控制人變更為(wei)中國(guo)兵(bing)器工業(ye)(ye)(ye)集團(tuan)(tuan)公(gong)(gong)(gong)(gong)(gong)司(si)(si)后,主(zhu)營業(ye)(ye)(ye)務由原化(hua)(hua)(hua)學肥(fei)(fei)料(liao)生產(chan)逐(zhu)步轉向石(shi)(shi)油(you)化(hua)(hua)(hua)工行業(ye)(ye)(ye)。公(gong)(gong)(gong)(gong)(gong)司(si)(si)未(wei)來將(jiang)形成以(yi)天然(ran)氣為(wei)原料(liao)的(de)(de)(de)(de)化(hua)(hua)(hua)肥(fei)(fei)產(chan)業(ye)(ye)(ye)鏈和以(yi)石(shi)(shi)油(you)為(wei)原料(liao)的(de)(de)(de)(de)石(shi)(shi)腦油(you)、乙烯(xi)、環氧(yang)乙皖等一(yi)系列石(shi)(shi)化(hua)(hua)(hua)產(chan)品產(chan)業(ye)(ye)(ye)鏈;并以(yi)化(hua)(hua)(hua)肥(fei)(fei)業(ye)(ye)(ye)務作為(wei)公(gong)(gong)(gong)(gong)(gong)司(si)(si)穩定成長(chang)的(de)(de)(de)(de)基(ji)礎(chu),以(yi)石(shi)(shi)油(you)化(hua)(hua)(hua)工業(ye)(ye)(ye)務作為(wei)公(gong)(gong)(gong)(gong)(gong)司(si)(si)新的(de)(de)(de)(de)利潤增長(chang)點(dian),實現成為(wei)國(guo)內具(ju)有相(xiang)當(dang)規模(mo)的(de)(de)(de)(de)石(shi)(shi)油(you)化(hua)(hua)(hua)工企(qi)業(ye)(ye)(ye)集團(tuan)(tuan)的(de)(de)(de)(de)戰略(lve)目標。公(gong)(gong)(gong)(gong)(gong)司(si)(si)近期公(gong)(gong)(gong)(gong)(gong)告稱將(jiang)出資收(shou)購(gou)(gou)控股股東華(hua)錦集團(tuan)(tuan)的(de)(de)(de)(de)ABS資產(chan),欲通過收(shou)購(gou)(gou)華(hua)錦集團(tuan)(tuan)所屬ABS資產(chan),進一(yi)步調整(zheng)公(gong)(gong)(gong)(gong)(gong)司(si)(si)的(de)(de)(de)(de)產(chan)業(ye)(ye)(ye)結構,增強公(gong)(gong)(gong)(gong)(gong)司(si)(si)的(de)(de)(de)(de)盈利能力,進而提(ti)高公(gong)(gong)(gong)(gong)(gong)司(si)(si)的(de)(de)(de)(de)綜合競爭能力。
公司還利用兵器集團的海外油源涉足石化產業,擬增發不超過6億股投向45萬噸乙烯及附屬項目,該項目作為國家發展與改革委員會的重點工程,具有重大經濟價值。據可行性報告測算,項目建成后,預計將為公司新增銷售收入224億元/年,新增利潤總額20.14億元/年,而公司06年凈利是8931萬元,以此來看,僅該項目預收利潤是公司06年凈利的20倍以上。同時,該項目的形成也將使公司在未來兵器集團整合石油化工資產中承擔重要作用,公司未來有望受益兵器集團石化資產的整合。
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