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环保收紧! 两家上市公司收限产限排通知

2017-09-22 07:17:16   中国经济网

■本报记者 张 敏

龙蟒佰利于2017年9月21日午间公告称,公司收到河南省焦作市环境污染防治攻坚战领导小组办公室《关于进一步强化大气污染管控工作的紧急通知》。通知要求,以生产线核算,公司焦作基地硫酸法钛白粉生产线自2017年9 月19日零时起临时限产限排30%以上至2017年10月31日。公司已就完成减排30%以上的目标组织制定综合措施。

此外,焦作市另外一家上市公司焦作万方也发布了收到《关于进一步强化大气污染管控工作的紧急通知》,本公司等企业要自2017年9月19日零时起提前实施错峰生产,限产减排30%以上至2018年3月15 日。本公司正在就完成减排 30%以上的目标组织制定综合措施。

近期,环保部等十部委和京津冀晋鲁豫六地政府联合印发了《京津冀及周边地区2017-2018年秋冬季大气污染综合治理攻坚行动方案》。两家上市公司发布上述限产限排通知或是受此事影响。

据了解,龙蟒佰利主要从事钛白粉、锆制品和硫酸等产品的生产与销售,为国内钛白粉行业龙头企业。焦作万方主营业务是铝冶炼、发电及合金制品的生产和销售,主要产品是铝液、铝锭和铝合金产品。

受限产影响,上述两家上市公司的产品价格是否上涨引起市场关注。

对此,《证券日报》记者致电龙蟒佰利,龙蟒佰利董秘办工作人员向记者表示,此事将影响公司一个多月的产量。公司在9月初刚上调了钛白粉价格的售价,目前尚未接到价格委员会的通知。

龙蟒佰利9月7日发布公告称,由于近期钛矿等原材料价格上涨,根据市场行情,经公司价格委员会研究决定,自即日起,公司硫酸法金红石型钛白粉产品销售价格在原价基础上对国内各类客户上调500元人民币/吨,对国际各类客户上调50美元/吨。今年以来,龙蟒佰利多次上调旗下产品价格。

对于焦作万方限产限排,国信期货发布的研究报告介绍,电解铝企业限产限排进入政策落地阶段,受此消息影响,铝价大涨,后续有望维持强势。

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