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研报掘金丨开源证券:维持大洋生物“买入”评级,投建PEEK及配套氟酮项目
Ge Long Hui A P P· 2025-12-15 08:27
Group 1 - The core viewpoint of the article is that the investment in the PEEK and supporting fluoroketone projects by the company opens up long-term growth potential, maintaining a "buy" rating [1] - The company plans to invest 193 million yuan to construct an annual production capacity of 2,000 tons of the specialty polymer material PEEK and key intermediates such as 4,4′-difluorobenzophenone [1] - Previously, the company had a fluorobenzene production capacity of 650 tons per year and possessed pilot test technology for fluoroketones [1] Group 2 - The PEEK project is supported by technical collaboration with well-known domestic institutions such as Dalian University of Technology [1] - Through the investment in the PEEK project, the company is expected to establish a complete industrial chain from fluorobenzene to fluoroketones to PEEK, thereby unlocking future growth opportunities [1]
大洋生物拟新建PEEK及关键中间体4,4′–二氟二苯甲酮产能 总投资1.93亿元
Zhi Tong Cai Jing· 2025-12-12 12:38
Core Viewpoint - The company plans to invest in a new project to produce 2,000 tons of specialty polymer material PEEK and key intermediate 4,4′-difluorobenzophenone, aiming to break the long-standing monopoly of international giants in the high-performance engineering plastics market [1] Investment Details - The total investment for the project is 193.25 million yuan, which includes 84.25 million yuan for equipment and installation, 79 million yuan for construction, and 30 million yuan for working capital [1] - The timeline from project initiation to trial production is set for 30 months [1] Strategic Shift - This project will enable the company to transition from the fluorine fine chemicals sector to the specialty polymer materials sector, enhancing its competitive position in the market [1]
大洋生物(003017.SZ)拟新建PEEK及关键中间体4,4′–二氟二苯甲酮产能 总投资1.93亿元
智通财经网· 2025-12-12 12:35
Core Viewpoint - The company plans to invest in a new project to produce 2,000 tons of specialty polymer material PEEK and key intermediate 4,4′-difluorobenzophenone, with a total investment of 193.25 million yuan [1] Group 1: Project Details - The total investment for the project is 193.25 million yuan, which includes 84.25 million yuan for equipment and installation, 79 million yuan for construction, and 30 million yuan for working capital [1] - The timeline from project initiation to trial production is set for 30 months [1] Group 2: Strategic Implications - The project will enable the company to enter the high-performance engineering plastics market, breaking the long-standing monopoly of international giants in this sector [1] - This initiative supports the company's transition from the fluorine fine chemicals field to the specialty polymer materials sector [1]
大洋生物:拟1.93亿元投建年产2000吨PEEK及相关中间体项目
Xin Lang Cai Jing· 2025-12-12 12:01
Core Viewpoint - The company announced the approval of a new project to produce 2,000 tons of specialty high-performance polymer material PEEK and key intermediate 4,4′-difluorobenzophenone, which requires shareholder approval [1] Group 1: Project Details - The total investment for the project is 193.25 million yuan, funded by self-owned capital and bank financing [1] - The construction period for the project is set at 30 months [1] - The project will be located in the high-tech industrial park in Jiande City [1] Group 2: Market Impact - The project aims to break the overseas supply chain blockade and fill the market capacity gap [1]