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  4月15日,浙江龙盛集团股份有限公司(以下简称“浙江龙盛”)发布了2024年年度报告,公司实现营业收入158.84亿元,同比增长3.79%;实现归属于上市公司股东的净利润20.30亿元,同比增长32.36%。

  浙江龙盛相关负责人表示,在国内外市场竞争日益激烈的背景下,公司以“稳进筑基”“提质增效”双轮驱动,统筹推进市场拓展和内部管理优化,持续夯实高质量发展的内生基础,为企业稳健运行提供有力支撑。

  浙江龙盛当前的主营业务聚焦以染料、助剂为主的纺织用化学品业务和以间苯二胺、间苯二酚为主的中间体业务。其中,中间体和染料业务板块通过智能化升级、精细化管理、创新化驱动,实现高负荷生产与盈利提升,成为公司业绩增长的核心驱动力。

  具体来看,2024年,公司染料实现营业收入75.91亿元,同比增加0.94%。尽管当前国内染料行业产品价格低位徘徊,利润空间不断遭受挤压,但浙江龙盛精准施策,坚持以“量”保稳,将目光聚焦于优质客户群体,在严密把控风险的前提下,加速市场开拓步伐。全年染料销量达23.84万吨,同比增长7.17%。

  与此同时,浙江龙盛持续推进产业链纵向延伸战略,积极从单一染料业务向特殊化学品领域拓展,重点布局间苯二酚、对苯二胺、间氨基苯酚等核心中间体产品,并配套开发还原物等系列中间体产品,以增强上游原料的自主可控能力,强化供应链稳定性。2024年,公司中间体业务板块实现营业收入32.82亿元,同比增长4.58%;销量达10.62万吨,同比增长16.55%。

  浙江龙盛相关负责人表示,在行业产能集中释放、市场竞争加剧的背景下,公司通过打通MAP-EF生产体系,实现降本增效。作为染料合成的关键原料,中间体不仅在成本控制中发挥核心作用,也在产品质量稳定性方面提供了有力支撑。

  中关村物联网产业联盟副秘书长袁帅在接受《证券日报》记者采访时表示,浙江龙盛在中间体板块具备较强的自给能力,其一体化布局为企业带来了显著优势。通过整合染料产业链上游,强化关键中间体原料的自主掌控,公司在降低生产成本的同时,也提升了产品的质量稳定性。这种一体化结构不仅增强了成本控制能力,还提升了在原材料价格波动和市场竞争加剧背景下公司的抗风险和盈利水平。除了染料与中间体两大主业外,浙江龙盛的助剂业务也稳定发展,2024年实现营业收入10.02亿元,同比增长7.63%。

  据悉,浙江龙盛整合了德司达(DystarGlobalHoldings(Singapore)Pte.Ltd.)在技术、品牌、渠道、产能及创新能力等领域的优势,成功蜕变为全球规模最大的纺织用化学品生产服务商。目前,公司在全球范围内拥有年产30万吨染料及10万吨助剂的产能规模,市场份额稳居行业首位。

  展望未来,浙江龙盛的发展方向聚焦特殊化学品领域,目标是构建全球领先的生产服务体系。其规划包括依托绿色智能制造,推动制造模式向高端化、绿色化和智能化升级,并在此基础上持续推进技术创新和产品结构优化,发展具有专精特新特征的业务板块,提升整体产品附加值与服务能力。

  (文章来源:证券日报)

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