金吾财讯 | 上石化(00338)股价午后发力走高，截至发稿，涨4.42%，报1.18港元，成交额2971.12万港元。消息面上，公司发盈喜，按中国会计准则，预计2024年归属股东净利润介乎2.53亿至3.79亿人民币，相较上年度亏损14.06亿人民币，实现扭亏为盈。年内，国际油价震荡下行，市场需求端逐步复苏，公司持续优化生产运营，优化产品结构，产品毛利上升，盈利增加。另外信息，公司公告，投资大丝束碳纤维异地建设项目，投资总额约31.96亿元人民币。资金来源为自筹资金。项目投资原丝部分，于上海市金山区公司现有厂区内建设年产6万吨大丝束原丝装置，碳纤维部分方面，于内蒙古自治区鄂尔多斯市苏里格经济开发区内建设年产3万吨大丝束碳纤维装置，项目建设期为3年，进一步提高竞争力和可持续发展能力。
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