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金禾实业:定远二期项目目前仍处于建设与产能爬坡期
Mei Ri Jing Ji Xin Wen· 2025-09-26 03:43
Core Viewpoint - The company is currently facing short-term pressure on overall efficiency due to the weak commodity market and the cost of trial runs for new products, but it anticipates long-term positive contributions to gross margin and cash flow from the Dianyuan Phase II project as high value-added product capacity is released and market expansion occurs [1]. Group 1 - The Dianyuan Phase II project is still in the construction and capacity ramp-up phase [1]. - Short-term impacts include pressure from the weak commodity market and costs associated with new product trial runs [1]. - The company is actively responding by optimizing production, controlling costs, and improving operational efficiency [1]. Group 2 - Long-term expectations include positive contributions to the company's gross margin and cash flow from the project [1]. - The specific investment payback period and benefit targets will be dynamically assessed based on actual operations and market conditions [1].