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环烯烃聚合物(COC)
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【阿科力(603722.SH)】COC项目通过验收评审,正式进入稳定生产放量阶段——公告点评(赵乃迪/周家诺)
光大证券研究· 2025-07-01 13:47
Core Viewpoint - The company has successfully transitioned its projects into stable production phases, indicating a positive outlook for its COC product line and overall business growth [3][4]. Group 1: Project Developments - The company announced that its "annual production of 10,000 tons of high-transparency materials" project has officially entered the production phase, with qualified COC products successfully produced [3]. - The COC project is set to enter trial production in September 2024, with batch stability issues previously encountered now resolved, allowing for stable scaling of production [4]. Group 2: Incentive Plan - The company has introduced a restricted stock incentive plan, granting 203,000 shares to 22 key personnel, with performance targets linked to the progress of core products and net profit [5]. - The performance assessment for the incentive plan includes sales volume targets for the years 2025 to 2027, with specific revenue goals set for 2025 and 2026 [6].