Recently, Jiangsu Chengxing Phosph-Chemical Co., Ltd. announced that its main production facility in Jiangyin, Jiangsu Province, will be fully shut down. The shutdown is primarily driven by stricter local government environmental regulations and dual energy-consumption control policies, compounded by soaring raw material prices and continuously rising production costs. The Jiangyin plant is a key production base for yellow phosphorus and phosphate products, accounting for a significant portion of the company’s total capacity. The full suspension is expected to significantly impact the company’s short-term financial performance.Chengxing stated it is actively engaging with local authorities to seek policy support and is simultaneously advancing plans to relocate and upgrade its production capacity. The company intends to shift part of its operations to regions with richer resources and more favorable regulatory environments to mitigate operational risks and enhance long-term competitiveness. Additionally, Chengxing is accelerating R&D and strategic deployment in high-value-added products such as new energy materials to drive business transformation.Market analysts note that this shutdown reflects the common challenges traditional chemical companies face under China’s ‘dual carbon’ goals and underscores the urgency of industry consolidation and green transition. Investors should closely monitor Chengxing’s future resumption plans and strategic adjustments.
近日，澄星股份（Jiangsu Chengxing Phosph-Chemical Co., Ltd.）发布公告称，其位于江苏江阴的主力工厂将全面停产。此次停产主要受地方政府环保整治政策趋严及能耗双控要求影响，同时叠加原材料价格高企、生产成本持续上升等多重压力。江阴工厂是澄星股份重要的黄磷及磷酸盐生产基地，年产能占公司总产能的较大比重，此次全面停产预计将对公司短期经营业绩造成显著影响。澄星股份表示，公司正积极与地方政府沟通协调，争取政策支持，并同步推进产能转移和优化升级方案。未来，公司计划将部分产能向资源更丰富、政策更友好的地区迁移，以降低运营风险并提升长期竞争力。此外，公司也在加快新能源材料等高附加值产品的研发与布局，寻求业务结构转型。市场分析人士指出，此次停产事件反映出传统化工企业在“双碳”目标下面临的普遍挑战，也凸显了行业整合与绿色转型的紧迫性。投资者需密切关注澄星股份后续的复产安排及战略调整进展。
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