证券代码：600308 股票简称：华泰股份 编号：2025-037 山东华泰纸业股份有限公司 关于全资子公司瞬捷数字科技（山东）有限公司 2025 年"数据要素×"大赛全国总决赛获奖的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据 2025 年"数据要素×"大赛组委会发布的获奖项目名单， 山东华泰纸业股份有限公司（以下简称"公司"）全资子公司瞬捷数 字科技（山东）有限公司（以下简称"瞬捷数字科技"）申报的"'数 据要素'赋能造纸产业新型工业化解决方案"项目，在 2025 年"数 据要素×"大赛全国总决赛中荣获三等奖。 此次大赛由国家数据局等多部委联合主办，是国内聚焦数据要素 赋能发展的国家级赛事。瞬捷数字科技的获奖项目深度挖掘数据要素 价值，以数据要素融合应用激活造纸产业发展新动能,为造纸行业数 字化转型提供了可复制、可推广的实践范式。 此次获奖是对瞬捷数字科技在数据要素融合应用领域技术实力 与创新能力的认可，有助于公司进一步拓展数字化服务市场。本次获 奖暂不直接影响公司当期经营业绩，相关政策扶持及成果转化对公司 ...

Core Insights - Huatai Co., Ltd. (600308.SH) announced that its wholly-owned subsidiary, Shunjie Digital Technology (Shandong) Co., Ltd., won third place in the national finals of the 2025 "Data Element ×" competition for its project titled "'Data Element' Empowering New Industrialization Solutions for the Papermaking Industry" [1] Group 1 - The award recognizes Shunjie Digital Technology's technical strength and innovation capability in the field of data element integration applications [1] - This recognition is expected to help the company further expand its digital service market [1]

Core Viewpoint - Huatai Co., Ltd. (600308.SH) announced that its wholly-owned subsidiary, Shunjie Digital Technology (Shandong) Co., Ltd., won third place in the national finals of the 2025 "Data Element ×" competition for its project titled "'Data Element' Empowering New Industrialization Solutions for the Papermaking Industry" [1] Group 1 - The award recognizes Shunjie Digital Technology's technical strength and innovation capability in the field of data element integration applications [1] - This recognition is expected to help the company further expand its digital service market [1]

Group 1: Industry Overview - The number of enterprises in the paper and paper products industry reached 8,131 as of January to September 2025, an increase of 182 compared to the same period last year, representing a year-on-year growth of 2.29% [1] - The proportion of the paper and paper products industry enterprises in the total industrial enterprises is 1.56% [1] Group 2: Company Listings - Listed companies in the paper industry include: Chenming Paper (000488), Kane Co. (002012), Jingxing Paper (002067), Sun Paper (002078), Annie Co. (002235), Qifeng New Materials (002521), Qingshan Paper (600103), Minfeng Special Paper (600235), Huatai Co. (600308), Yueyang Forest Paper (600963), Bohui Paper (600966), Rongsheng Environmental Protection (603165), Xianhe Co. (603733), Songyang Resources (603863), Wuzhou Special Paper (605007), Huawang Technology (605377), and Forest Packaging (605500) [1] Group 3: Research Report - The report titled "Analysis of Development Models and Market Operation Potential of China's Paper Industry from 2026 to 2032" was published by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [2]

Core Viewpoint - The company emphasizes the importance of shareholder interests and corporate image, actively engaging in share buybacks, major shareholder increases, and cash dividends to support value recovery [1] Group 1: Company Actions - The company has been focusing on its core business and aims to optimize its business structure and profitability to solidify its value foundation [1] - The company plans to strictly implement its valuation enhancement plan and improve investor relations management to communicate operational dynamics and value highlights effectively [1] - The company is committed to monitoring its market capitalization performance and exploring reasonable paths for value recovery to reward all shareholders with solid operational results and good market performance [1]

Core Viewpoint - Huatai Co., Ltd. (600308) indicates that its current stock price does not fully reflect its intrinsic value, despite stable operations and strong cash flow [1] Group 1: Financial Health - The company reports stable production and operations, with ample cash flow [1] - The asset-liability ratio is at a relatively low level within the industry [1] Group 2: Business Operations - Core businesses in paper and chemical sectors are operating steadily [1] - The company possesses strong market competitiveness [1] Group 3: Future Plans - The company will strictly implement its valuation enhancement plan [1] - There will be a continued focus on core business operations and optimization of business structure [1] - The aim is to deliver better performance to all shareholders [1]

Core Viewpoint - Huatai Co., Ltd. emphasizes that its current main industries are paper manufacturing and chemicals, indicating a focus on enhancing its market position and internal value [1] Group 1: Industry Overview - The main products in the paper segment include newsprint, cultural paper, coated paper, packaging paper, as well as chemical pulp and mechanical pulp [1] - The chemical products primarily consist of caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, chloroacetic acid, methyl chlorides, and aniline [1] Group 2: Company Strategy - The company believes its stock price does not reflect its intrinsic value and plans to accelerate the implementation of transformation projects to achieve production efficiency [1] - There is a commitment to strengthen the market expansion of high-end products and continuously optimize the profit structure [1] - The company aims to deepen investor relations management to effectively communicate transformation value and operational highlights, supporting a valuation enhancement plan to aid in value recovery and improve the experience of minority shareholders [1]

Core Viewpoint - The company emphasizes the importance of employee rights and adheres to a performance assessment mechanism for salary distribution, ensuring full payment of wages [2] Financial Performance - The company's net asset data is prepared in strict accordance with the "Enterprise Accounting Standards" and is confirmed by auditing institutions, accurately reflecting the company's financial status [2] - The current stock price does not fully reflect the company's intrinsic value [2] Future Strategy - The company plans to continue focusing on its core business operations and implement valuation enhancement plans to support the return of the company's value [2]

Core Viewpoint - Huatai Co., Ltd. (600308) emphasizes its compliance with laws and regulations, ensuring independence from its controlling shareholder and safeguarding shareholder interests [1] Company Operations - The company has distributed a total of 2.643 billion yuan in dividends since its listing, demonstrating a commitment to returning value to shareholders [1] - Recent significant investments are focused on high-end papermaking, chemical industry, green environmental capacity upgrades, and industrial chain extension projects, characterized by large investment scales, long construction periods, and stable return cycles [1] Project Development - Some ongoing projects are still in the capacity release or market cultivation phase, with short-term performance contributions not yet fully realized [1] - As projects gradually reach full production, product structures continue to optimize, and industry supply-demand dynamics improve, the value of these investments is expected to be gradually realized, supporting the company's long-term sustainable development [1]

Core Viewpoint - The company has a production capacity of 100,000 tons of aniline annually and is currently selling it at approximately 7,600 yuan per ton, highlighting its competitive advantage through a fully integrated supply chain [2]. Group 1: Production Capacity and Pricing - The company has an annual production capacity of 100,000 tons of aniline [2]. - The current price of aniline is around 7,600 yuan per ton [2]. Group 2: Competitive Advantage - The company benefits from a fully integrated supply chain, ensuring stable internal supply of hydrogen, caustic soda, and steam, which effectively reduces external procurement costs and supply chain risks [2]. - This integrated approach further strengthens the company's competitive advantage in the market [2].