Group 1: Industry Overview - The current domestic ammonia production capacity is approximately 65 million tons, with a global capacity of about 230 million tons, and the operating rate is around 70% [1] - Ammonia is primarily used in fertilizers, chemicals, chemical fibers, and environmental protection [1] - Green ammonia is gaining global attention as countries seek next-generation energy technologies, with Japan and South Korea already managing ammonia as a clean energy source [1] Group 2: Cost Comparison - The production cost of synthetic ammonia from coal is approximately 3,500 RMB per ton when coal prices are at 1,500 RMB per ton, but it has high carbon emissions [2] - Green ammonia, produced using renewable energy, has a cost of about 4,500 RMB per ton, but its production cost is expected to decrease with advancements in technology and infrastructure [2] Group 3: Transportation and Market Demand - Approximately 13 million tons of liquid ammonia are transported domestically using over 3,000 liquid ammonia transport vehicles, with the company operating 135 vehicles and an annual transport volume of about 700,000 tons [2] - The future demand for liquid ammonia waterway transportation is expected to grow, especially for green ammonia produced in northern regions to supply coastal chemical bases [2][3] Group 4: Risk Warning - The company advises investors to refer to official announcements for accurate information and to be aware of investment risks related to external environmental judgments and future plans [3]

证券代码： 001205 证券简称：盛航股份 南京盛航海运股份有限公司投资者关系活动记录表 编号：2021-001 | --- | --- | --- | --- | |-------------------------|----------------------------------|----------------------------------------------------------|-------| | | | | | | 投资者关系活动 | ■ 特定对象调研 | □ 分析师会议 | | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | | □ 新闻发布会 | □ 路演活动 | | | | □ 现场参观 | | | | | □ 其他 | （请文字说明其他活动内容） | | | 参与单位名称及 人员姓名 | 天风证券研究所交通运输首席分析师 | 陈金海 | | | 时间 | 2021 年 12 月 10 日 | | | | 地点 公司四楼会议室 | | | | | 上市公司接待人 员姓名 | 董事会秘书陈书筛、财务总监陈延明 | | | | | 1. | 当初为什么选择危化品运 ...

证券代码： 001205 证券简称：盛航股份 南京盛航海运股份有限公司投资者关系活动记录表 编号：2021-002 | --- | --- | --- | --- | |-------------------------|--------------------------------------|--------------------------------------------------------|------------------| | | | | | | 投资者关系活动 | ■特定对象调研 □分析师会议 | | | | 类别 | □媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | □其他 | （请文字说明其他活动内容） | | | 参与单位名称及 人员姓名 | 民生加银基金管理有限公司 | 芮定坤 | | | 时间 | 2021 年 12 月 17 日 | | | | 地点 | 电话会议 | | | | 上市公司接待人 | 董事会秘书陈书筛、财务总监陈延明 | | | | 员姓名 | 一、公司情况简介 | | | | | ...

证券代码： 001205 证券简称：盛航股份 南京盛航海运股份有限公司投资者关系活动记录表 编号：2021-003 | --- | --- | --- | --- | |----------------|--------------------------------------|--------------------------------------------------------|------------------| | | | | | | 投资者关系活动 | ■特定对象调研 □分析师会议 | | | | 类别 | □媒体采访 □业绩说明会 | | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | □其他 | （请文字说明其他活动内容） | | | 参与单位名称及 | 南方基金管理有限公司 | 尹力 | | | 人员姓名 时间 | 2021 年 12 月 21 日 | | | | 地点 | 电话会议 | | | | 上市公司接待人 | | 董事长李桃元、董事会秘书陈书筛、财务总监陈延明 | | | 员姓名 | | | | | | 一、公司情况简介 | | ...

证券代码： 001205 证券简称：盛航股份 南京盛航海运股份有限公司投资者关系活动记录表 编号：2022-002 | --- | --- | --- | --- | --- | |----------------|----------------------------------------------------------|------------------------------------------------|-------|--------------------| | | | | | | | 投资者关系活动 | ■特定对象调研 □分析师会议 | | | | | 类别 | □媒体采访 □业绩说明会 | | | | | | □新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | □其他 （请文字说明其他活动内容） | | | | | 参与单位名称及 | 国金证券股份有限公司 | 郑树明 | | | | 人员姓名 | 上海承周资产管理有限公司 | 漆启焱 | | | | | 中国银河证券股份有限公司 | 王靖添 | | | | 时间 | 2022 年 1 月 21 ...

Group 1: Company Development Strategy - The company will continue to focus on hazardous chemical waterway transportation and expand into road transportation, aiming to enhance integrated service capabilities [2] - Future plans include gradually shifting towards high-end chemical product transportation and expanding into liquefied petroleum gas and liquid ammonia transportation [2] - The company aims to extend its supply chain to include terminals, warehousing, and road transportation, thereby enhancing its overall service chain for hazardous chemicals [2] Group 2: Fleet Capacity and Expansion Plans - Currently, the company operates 22 vessels, including leased ones, with plans to purchase 5 hazardous chemical vessels in the first half of 2022 [3] - By the end of 2022, the fleet size is expected to reach around 30 vessels, with future plans to expand to approximately 50 vessels within 3-4 years through new applications and acquisitions [3] - The fleet expansion will primarily focus on hazardous chemical vessels, with a gradual increase in oil tankers and liquefied gas vessels [3] Group 3: Clientele and Service Areas - Major clients include Sinopec, PetroChina, and other large petrochemical enterprises, with annual COA contracts accounting for 70%-80% of business [3] - The company serves key regions such as Liaoning, Tianjin, Shandong, Jiangsu, Shanghai, Zhejiang, and Guangdong, covering major chemical production bases in China [3] Group 4: Industry Competition - Competitors are categorized into state-owned and private enterprises, each with distinct business focuses [3] - State-owned enterprises primarily engage in oil transportation, while private companies like Dingheng Shipping and Haichanghua focus on domestic chemical waterway transportation [3] Group 5: Vessel Profitability - Profitability varies by vessel tonnage, with the main vessel type (5,000-7,000 deadweight tons) being more profitable compared to smaller vessels (2,000-3,000 deadweight tons) [4] - Vessel profitability is influenced by multiple factors, including shipping routes and operational efficiency [4] Group 6: Regulatory Considerations - The Ministry of Transport evaluates new capacity approvals based on market supply and demand, ensuring a balance in the hazardous chemical waterway transportation market [4] - Factors considered during evaluations include the company's operational scale, development status, risk management, pollution control, and safety management capabilities [4]

证券代码： 001205 证券简称：盛航股份 南京盛航海运股份有限公司投资者关系活动记录表 编号：2022-004 | --- | --- | --- | --- | --- | --- | |----------------|------------------------------|--------------------------------|-------|--------------------------------------------------------|----------------| | | | | | | | | 投资者关系活动 | ■特定对象调研 □分析师会议 | | | | | | 类别 | □媒体采访 □业绩说明会 | | | | | | | □新闻发布会 □路演活动 | | | | | | | □现场参观 | | | | | | | □其他 | （请文字说明其他活动内容） | | | | | 参与单位名称及 | 天风证券股份有限公司 | 陈金海 | | | | | 人员姓名 | 国联安基金管理有限公司 | 吴畏 | | | | | | 亘曦资产管理有限公司 | 徐冰玉 ...

证券代码： 001205 证券简称：盛航股份 南京盛航海运股份有限公司投资者关系活动记录表 编号：2022-013 | --- | --- | --- | --- | --- | |------------|--------------------------|------------------------------|---------------|-------| | | | | | | | 投资者关系 | | ■特定对象调研 □分析师会议 | | | | 活动类别 | | □媒体采访 □业绩说明会 | | | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | | □其他 | | | | | 参与单位名 | （排名不分先后） | | | | | 称及人员姓 | 中金公司 杭程 | 王艺璇 | | | | 名 | 澄怀投资 | 彭文卫 | | | | | 南方基金 赵祎 | 陈梓源 龚林 | | | | | 国泰基金 | 陈树莹 | | | | | 农银汇理基金 | 汤砚卿 | | | | | WT Capital | Zhang Xinyue | | | | | ...

证券代码： 001205 证券简称：盛航股份 南京盛航海运股份有限公司投资者关系活动记录表 编号：2022-007 | --- | --- | --- | --- | --- | |----------------|------------------------------------------------------|--------------------------------------------------|-------|---------------------| | | | | | | | 投资者关系活动 | ■特定对象调研 □分析师会议 | | | | | 类别 | □媒体采访 □业绩说明会 | | | | | | □新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | □其他 | （请文字说明其他活动内容） | | | | 参与单位名称及 | （排名不分先后） | | | | | 人员姓名 | 嘉实基金 关盼龙 | 王子建 谢泽林 | | | | | 天风证券 陈金海 | | | | | | 国寿资产 祝娅 | | | | | | | | | | | | ...

证券代码： 001205 证券简称：盛航股份 南京盛航海运股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | --- | --- | --- | |-----------------------|---------------|--------------------------|----------------------------|--------------------------------------------------------|----------| | | | | | | 2022-006 | | 投资者关系活动 | | | ■特定对象调研 □分析师会议 | | | | 类别 | | | □媒体采访 □业绩说明会 | | | | | | | □新闻发布会 □路演活动 | | | | | □现场参观 | | | | | | | □其他 | | （请文字说明其他活动内容） | | | | 参与单位名称及 | 天风证券 | 陈金海 | | | | | 人员姓名 | 中邮基金 | 王梦雪 | | | | | | 华创证券 | 周儒飞 | | | | | | 招商证 ...