Linkage saving these insiders also said that another business polyurethane insulation board company , and its 10 million square meters / year effective fireproof rigid polyurethane insulation board equity investment projects , has built 2 million square meters of production line , scheduled to open this during the year and then on a production line. Specific production capacity will be determined based on market demand , it is unlikely to complete a one-time capacity of 10 million square meters of all .
Analysts pointed out that the successful commissioning of the project couplet polyether monomer raw material risks creating energy conservation solutions with more significant. Also relevant performance polyurethane insulation board is also expected due to the "green energy" concept while warming up.
20,000 tons of polyether monomer planned March trial production of raw materials for the company to resolve the risk
According to Dongguan Securities analyst Li Longhai 2012 research report released shows that the company 30,000 tons / year polyether polyether monomer and supporting project since construction began in 2012 , with a total investment of 100 million yuan , the construction period of 12 months. The project expects to release capacity in 2012 to 15% in 2013 to release 75% of the full release until 2014 .
A brokerage analyst on condition of anonymity , said the combination of polyether foam relevant listed A-share listed companies among Hongbaoli joint creation of energy is the main competitor. But Hongbaoli advantage is its combination of polyether polyether monomer raw material can be produced for own use , the Year of polyether monomer raw energy mainly relies on foreign mining . Therefore, the project can polyether monomer which went into operation , creating couplet saving is important.Wholesale masking tape
Linkage saving July 2012 release of the IPO prospectus shows that the main cost of polyether monomer polyether polyurethane foam production, the reporting period, polyether monomer procurement costs account for about 70% of the production costs company product price and the purchase price of raw materials, highly correlated .
Shanxi Securities analyst Su Miao released Dec. 12 research report shows that in 2012 the joint creation of energy-saving combination of polyether foam capacity of 20,000 tons , 30,000 tons of new polyether foam supporting a 20,000 t monomer polyether, polyether monomer mainly supporting bio-based polyether, polyether and other special high flame polyether -based.
The insider said the company plans to present against 20,000 tons in March polyether monomer started trial production of new projects , but the specific time schedule, is still the company announcement.
The equity investment projects relations with the United Created saving existing businesses as shown ( Source: Linkage saving prospectus )
Table I: polyether -related companies ( the relevant data from the annual reports of listed companies in 2012 )Masking tape
Listed Companies
Polyether category
Annual capacity
Polyether revenue
Revenue accounting
Gross profit margin
Gross profit margin
Zhugong downstream
Hongbaoli
Foam monomer polyether
150,000 tons
1176000000
70%
14.16%
3.55%
Refrigerator ( cabinet )
Linkage saving
Polyether foam
20,000 tons
309000000
72.70%
23.15%
5.31%
Building energy efficiency , water heaters
Fang largest chemical
Soft foam polyether
100,000 tons
556000000
20.70%
-12.92 %
-11.87 %
-
Polyurethane insulation board for " green energy" concept while warming up, the company plans for the year and then on a production line
According to the joint creation of saving these great wisdom agency insiders said the company planning to build 10 million square meters / year effective fireproof rigid polyurethane insulation board raise investment projects , has built 2 million square meters of production lines between 2012 and 2013 . Currently planned for this year and then on a production line, concrete production capacity will be determined based on market demand , it is unlikely to complete a one-time capacity of 10 million square meters of all .
According to company announcements, the original project , " 3.3 million square meters / year effective fireproof rigid polyurethane insulation board project " , October 2012 6.7 million square meters of new capacity and efficient fireproof rigid polyurethane insulation board , the total production capacity of 10 million m2 / years . The project is expected construction period is 24 months , the project in phases during the construction period , while investment side outputs. Expected to realize annual output of about 650 million yuan . According to the joint creation of great wisdom Newswires saving in 2012 achieved a total revenue of 400 million yuan to calculate , the project put into production, equivalent to 162.5 percent in 2012 year to increase the company's revenue .Washi tape
With the " fire performance test methods building exterior insulation system," October 1, 2013 , " Classification of building materials and combustion products " and two new national standard implementation , the NDRC to promote green energy policy , published 12th Five Year Plan building insulation market will have become more standardized and development prospects . Company to promote the application of high-performance polyurethane insulation panels with policy opportunities . Currently polyurethane insulation board materials related to listed A-share listed companies with red Polaroid , Union energy saving .
Table II : High- retardant insulation board or related listed companies ( the relevant data from the annual reports of listed companies in 2012 )
Listed Companies
Annual capacity
Capacity under construction
Annual revenue
Revenue accounting
Gross profit margin
Remark
Hongbaoli
7.5 million square meters
7.5 million square meters
017000000
1%
1.49%
2012 New Products
Linkage saving
2,000,000 ㎡
8,000,000 ㎡
007000000
2.32%
32.43%
New product in October 2012Sellotape
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