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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-16.com/label.php on line 82
侯卫东官场笔记济阳吧-你的健康管理助手,随时随地监测身体状况!
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侯卫东官场笔记济阳吧-你的健康管理助手,随时随地监测身体状况!

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上饶市(婺源县、横峰县、信州区、弋阳县、玉山县、广信区、万年县、铅山县、鄱阳县、德兴市、广丰区、余干县)

  4月16日,肯特催化(603120.SH)在主板上市,该公司是一家主要从事季铵(鏻)化合物产品研发、生产和销售的高新技术企业,拥有季铵盐、季铵碱、季鏻盐、冠醚等四大系列产品,于2022年被工业和信息化部评为第四批国家级专精特新“小巨人”企业。

  据招股书介绍,相转移催化剂是一类可以帮助反应物从一相转移到能够发生反应的另一相当中,从而加快异相系统反应速率的催化剂,季铵盐、季铵碱、季鏻盐、冠醚、叔胺及聚醚等都可以作为相转移催化剂。

  肯特催化称,公司季铵碱产品生产工艺通过电解槽的设计与优化,阴阳离子膜的选择,电解温度、电流的控制,实现了具备低金属离子杂质、低卤素杂质特性的高品质季铵碱产品的连续化生产,解决了阴阳离子膜寿命短的缺陷,产品质量较好,成本低,产品市场竞争力强。冠醚产品的模板法合成技术、络合结晶技术、萃取提纯技术,处于国内领先地位。

  据披露,肯特催化目前已成功进入到分子筛领域、电池电解液领域,积累了鲁西催化剂有限公司、中触媒(688267)、华海药业(600521)、万华化学(600309)、万润股份(002643)等在分子筛、医药、石油化工等领域具备自主知识产权并实现工业化制造企业客户,并进入了永太科技(002326)、新宙邦(300037)等电池电解质领域知名企业的供应链。

  在相转移催化剂领域,肯特催化市场表现出色。2020-2022年,公司销售规模和市场份额逐年提升,市场占有率分别为17.45%、19.34%、22.62%(统计时销售规模以收入金额扣除季铵碱类产品测算)。

  此外,肯特催化还称,募投项目的建设将帮助公司打通“季铵盐→季铵碱→模板剂→分子筛”的上下游产业链,可充分发挥完整产业链的效益优势,优化公司的产品结构。

  不过,招股书提示,溴丁烷、三正丁胺、三乙胺、三苯基膦、溴丙烷、溴乙烷等化学原料是肯特催化的主要原材料,占生产成本的比重相对较高。溴丁烷、溴丙烷、溴乙烷等“溴素”类原材料价格受上游“溴素”的市场价格影响。

  值得注意的是,目前溴素价格快速上行。据生意社,溴素3月初价格为21800元/吨,月末价格已升至29000元/吨,累计涨幅达到33.03%。生意社分析称,我国溴素进口依赖度高,而主产国受地缘政治影响运输受阻,同时国内产量因资源和生产管制下降,库存处于低位,且下游需求在传统旺季持续增长,供需矛盾推动价格上升。

 

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