编号：2014-005 证券代码：002092 证券简称：中泰化学 新疆中泰化学股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------|-----------------------------|----------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | 投资者关系 | □ 媒体采访 □业绩说明会 | | | 活动类别 | □ 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 | | 富国基金管理有限公司罗林，上海申银万国证券研究所有限公司 | | 及人员姓名 | | 叶培培、徐若旭，东兴证券股份有限公司田源，上海景林资产管 | | | 理有限公司卡风顺。 | | | 时间 | 2014 年 9 月 9 日 | | | 地点 | 公司办公楼，阜康工业园 | | | 上市公司 | | 公司总经理范雪峰，副总经理、董事会秘书潘玉英，证券事务代 | | 接待人员姓名 ...

编号：2014-006 证券代码：002092 证券简称：中泰化学 新疆中泰化学股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------|------------------------------|---------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □ 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 | 国海证券股份有限公司代鹏举 | | | 及人员姓名 | | | | 时间 | 2014 年 9 月 11 日 | | | 地点 | 公司办公楼 | | | 上市公司 | | 副总经理、董事会秘书潘玉英，证券事务代表费翔 | | 接待人员姓名 | | | | 投资者关系活动主 | | 问题一、厦门凯纳与中泰化学的石墨烯 - 聚氯乙烯公司项目进 | | 要内容介绍 | 展情况 | | | ...

证券代码：002092 证券简称：中泰化学 新疆中泰化学股份有限公司投资者关系活动记录表 编号：2015-007 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | | | | □ 其他 （ ） | | | 参与单位名称 | | 中银基金管理有限公司范锐，银华基金管理有限公司王文光。 | | 及人员姓名 | | | | | | | | 时间 | 2015 年 9 月 15 日 | | | 地点 | 公司办公楼 | | | 上市公司 接待人员姓名 | | 副总经理、董事会秘书潘玉英；证券事务代表费翔 | | 投资者关系活动 | 问题一：公司氯碱产业情况？ | | | 主要内容介绍 | | 氯碱行业近两年一直 ...

证券代码：002092 证券简称：中泰化学 新疆中泰化学股份有限公司投资者关系活动记录表 编号：2015-001 | --- | --- | --- | |------------------|------------------------------|-----------------------------------------------------------------| | | □ | 特定对象调研 □分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | √ 其他 （电话会议） | | | 参与单位名称 | | 康和综合证券股份有限公司研究部刘圣平、襄理 | | 及人员姓名 | | | | 时间 | 2015 年 4 月 30 日 | | | 地点 | 公司办公楼 | | | 上市公司 | | | | 接待人员姓名 | 副总经理、董事会秘书潘玉英 | | | 投资者关系活动主 | 问题一、 2014 | 年国内氯碱行业的基本情况、公司基本情况、产 | | 要内容介绍 | 品出口情况如何 ...

证券代码：002092 证券简称：中泰化学 新疆中泰化学股份有限公司投资者关系活动记录表 编号：2015-002 | --- | --- | --- | |----------------|-----------------------------------------------------|--------------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □ 新闻发布会 □路演活动 | | | | √ 现场参观 | | | | □ 其他 （ ） | | | 参与单位名称 | 中信证券股份有限公司周希增 | | | 及人员姓名 | | | | | | | | 时间 地点 | 2015 年 5 月 20 日 公司办公楼、阜康工业园 | | | 上市公司 | | 新疆中泰化学股份有限公司总经理范雪峰，副总经理、董事会秘书潘 | | 接待人员姓名 | 文军 | 玉英，证券事务代表费翔；新疆中泰化学阜康能源有限公司总经理冯 | | ...

Group 1: Company Strategies and Innovations - The company actively engages in industrial restructuring and product transformation to meet customer needs, producing various types of resins and pursuing technological innovation through partnerships with renowned institutions and downstream enterprises [2][3] - The development of specialty resins and PVC specialty materials has seen significant growth, indicating a strategic shift towards differentiated products in response to market demands [3] - A new project for a 30,000 tons/year PPVC technology upgrade has been approved by the board to enhance competitiveness and market expansion [3] Group 2: Financial Performance and Market Position - Since acquiring a controlling stake in Xinjiang Fulida in 2014, the company has solidified its caustic soda market in Xinjiang, reducing transportation costs and creating new profit growth points [3][4] - Xinjiang Fulida and Jinfu Textile have made substantial contributions to the company's performance in the first half of the year [3] - The company is in the process of acquiring the remaining minority stakes in Xinjiang Fulida and Jinfu Textile to strengthen control and enhance resource allocation across its textile raw material sector [4][5] Group 3: Production Capacity and Industry Impact - Xinjiang Fulida has an annual production capacity of 360,000 tons of differentiated viscose fiber and 100,000 tons of cotton pulp [4] - The company is developing a 1.3 million spindle spinning project, with 103,000 spindles already completed, capable of producing 50 tons of qualified yarn daily [4] - The establishment of these projects is expected to enhance the company's competitive edge and promote the healthy development of the Xinjiang textile industry [4] Group 4: Government Support and Strategic Opportunities - The local government has implemented various subsidy policies to support cotton spinning enterprises, which will positively influence the textile industry's structure and development [4] - Xinjiang Fulida aims to leverage the "Belt and Road" initiative and local government policies to expedite project construction and maximize industrial synergy [4]

Group 1: Company Overview - Xinjiang Zhongtai Chemical Co., Ltd. is the largest chlor-alkali enterprise in China, with an annual production capacity of 1.5 million tons of polyvinyl chloride (PVC), 1.1 million tons of ion membrane caustic soda, 1.28 million tons of calcium carbide, and 120,000 kilowatts of self-generated electricity [2][3]. Group 2: Financial Performance - In Q1 2015, the net profit attributable to shareholders was -10,439.21 million yuan, primarily due to significant price declines in PVC resin and caustic soda compared to the same period last year [3]. - The chlor-alkali market has seen a certain degree of price recovery [3]. Group 3: Subsidiary Operations - Xinjiang Fulida, a subsidiary, is a major customer for caustic soda and has undergone capital increase to strengthen local production, reducing transportation costs and enhancing the supply chain [3]. - Xinjiang Fulida has an annual production capacity of 320,000 tons of differentiated viscose fiber and 100,000 tons of cotton pulp, with plans to upgrade production capacity to 400,000 tons of viscose fiber in 2015 [3][4]. Group 4: Investment and Expansion - The company has signed an investment agreement with Xinjiang Shengxiong Energy Co., Ltd., acquiring a 17.85% stake post-capital increase [4]. - The company is involved in the development of the Nanhongcaohu coal mine, which is part of a larger coal base plan approved by the National Development and Reform Commission [4]. Group 5: Product Development and Market Strategy - Xiamen Kaina is enhancing its R&D capabilities and has developed two new production processes for graphene powder in 2014, improving production efficiency and product stability [5]. - The company employs various transportation methods for product delivery, including road, rail, and intermodal transport, optimizing logistics to meet customer needs [5]. - The primary markets for the company's products are in East China, South China, and exports [5].

Group 1: Company Overview - Xinjiang Zhongtai Chemical Co., Ltd. has a subsidiary, Xinjiang Fulida, which specializes in the production and sales of viscose fibers, with an annual production capacity of 320,000 tons of differentiated viscose fibers and 100,000 tons of cotton pulp [2] - In 2015, Xinjiang Fulida plans to continue an 80,000-ton viscose fiber technology transformation project, increasing its production capacity to 400,000 tons [2] Group 2: Industry Development - Xinjiang Fulida has initiated the construction of a 1.3 million spindle spinning project, with 650,000 spindles in phase two, and is actively advancing the 2 million spindle spinning project of its subsidiary, Xinjiang Fulizhen Luan Co., Ltd. [3] - The company has received over 30 million yuan in subsidies recently, leveraging local cotton production advantages and government support for the textile industry [3] Group 3: Chlor-Alkali Industry Insights - The chlor-alkali industry is facing overcapacity, and competition remains fierce; the company focuses on refining its chlor-alkali main business while seizing strategic opportunities from the textile industry to create new growth points [3] - The company aims to improve product quality by aligning with ethylene-based PVC standards and optimizing product structure to expand PVC application fields [3][4]

证券代码：002092 证券简称：中泰化学 新疆中泰化学股份有限公司投资者关系活动记录表 编号：2016-002 | --- | --- | --- | |----------------|-----------------------------|------------------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | | | | □ 其他 （ ） | | | 参与单位名称 | | 招商基金管理有限公司张林、张磊、付斌、吴锡雄、潘明曦、韩冰、姚飞 | | 及人员姓名 | | 军、李崟、张西林、沙骎、吴昊，恒天重工股份有限公司王玉文，东吴证 | | | | 券股份有限公司郭冰洁，东方证券资产管理有限公司王伟，光大证券 | | | | 股份有限公司王海波、于瑶，西部证券股份有限公司崔晓月，中信证 | | | | 券股份有限公司肖睿豪、包胜男、袁健聪。 | | 时间 | ...