深圳市芭田生态工程股份有限公司投资者关系活动记录表 证券代码: 002170 证券简称: 芭田股份 深圳市芭田生态工程股份有限公司投资者关系活动记录表 编号：2016-005 | --- | --- | --- | |-----------------------|------------------------------|--------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | 广发证券 | | | 人员姓名 | | | | 时间 | 2016 年 8 月 12 | 日下午 15:00-17:00 | | 地点 | | 深圳市芭田生态工程股份有限公司总部会议室 | | 上市公司接待人 员姓名 | 吴益辉、余应梓、赵青、刘耿豪 | | | 投资者关系活动 | | 问：芭田的品牌运作是怎么样的，以及大数据平 ...

深圳市芭田生态工程股份有限公司投资者关系活动记录表 证券代码: 002170 证券简称: 芭田股份 深圳市芭田生态工程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 | | 投资者关系活动 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | 阿联酋阿布扎比投资局 | | | 人员姓名 | | | | 时间 | 2016 年 10 月 31 | 日下午 15:00-16:00 | | 地点 | | 深圳市芭田生态工程股份有限公司总部会议室 | | 上市公司接待人 员姓名 | 余应梓、赵青、刘耿豪、康翔 | | | 投资者关系活动 | | 问：今年第三季度普遍化肥行业的业绩不大好的原因是什 | | 主 ...

深圳市芭田生态工程股份有限公司投资者关系活动记录表 证券代码: 002170 证券简称: 芭田股份 深圳市芭田生态工程股份有限公司投资者关系活动记录表 编号：2016-009 | --- | --- | --- | |-----------------------|----------------------------|--------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | | 博时基金、华创证券、方正证券 | | 人员姓名 | | | | 时间 | 2016 年 11 月 23 | 日下午 15:00-17:00 | | 地点 | | 深圳市芭田生态工程股份有限公司总部会议室 | | 上市公司接待人 员姓名 | 余应梓、赵青、刘耿豪、康翔 | | | 投资者关系活动 | | 问：芭田公司为什么会考虑组 ...

深圳市芭田生态工程股份有限公司投资者关系活动记录表 证券代码: 002170 证券简称: 芭田股份 深圳市芭田生态工程股份有限公司投资者关系活动记录表 编号：2016-008 | --- | --- | --- | |-----------------------|--------------------------|------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | | 美国黑石集团、安联投资、花旗集团、西域投资、越声理财 | | 人员姓名 | | | | 时间 | 2016 年 11 月 11 | 日上午 9:30-11:30 | | 地点 | | 深圳市芭田生态工程股份有限公司总部会议室 | | 上市公司接待人 员姓名 | | 吴益辉、余应梓、赵青、刘耿豪、康翔 | | 投资者关系活动 | | 问： ...

深圳市芭田生态工程股份有限公司投资者关系活动记录表 证券代码: 002170 证券简称: 芭田股份 深圳市芭田生态工程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 | | 投资者关系活动 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | | 长城证券、宝盈基金、中信证券、玖歌资本 | | 人员姓名 时间 | 2016 年 11 月 2 | 日下午 10:00-11:00 | | 地点 | | 深圳市芭田生态工程股份有限公司总部会议室 | | | | | | 上市公司接待人 员姓名 | 余应梓、赵青、刘耿豪、康翔 | | | 投资者关系活动 | | 问：贵州芭田已经开始开始生产了吗？能否简单介绍 ...

Company Overview - Shenzhen Batian Ecological Engineering Co., Ltd. was established in 1989 and is a national high-tech enterprise focused on the research, production, and sales of new fertilizers based on phosphorus resources and agricultural big data [2][3] - The company went public in 2007 with stock code 002170 and is headquartered in Shenzhen [2] Business Segments - The company operates in three main business areas: 1. Health agricultural fertilizers 2. Clean phosphorus chemical business 3. Intellectual property management based on clean phosphorus chemicals [2][3] Production and R&D - The company has multiple production bases, including locations in Shenzhen, Beijing, Xuzhou, and Guigang, with a total investment of approximately 2.4 billion RMB in the Guizhou phosphorus chemical industrial park [3][4] - R&D is a priority, with over 120 personnel holding master's degrees or higher and more than 1,043 invention patents, ranking first in the industry for new patents in the last five years [3][4] Market Position and Sales - The company primarily sells to southern China, with Guangdong, Guangxi, and Hainan as the main provinces, accounting for over 85% of its products being used for economic crops [3][4] - Annual revenue is around 2 billion RMB, with a workforce of approximately 2,300 to 2,600 employees [4][5] Competitive Advantages - The company claims to have the highest R&D investment in the industry, with a focus on technology and product quality [3][4] - The Guizhou phosphorus chemical industrial park has a production capacity of 1.25 million tons, utilizing advanced dry selection technology to maximize nutrient retention from phosphorus ore [3][4] Future Development Plans - The company aims to enhance the quality of agricultural products by providing personalized solutions and a full range of services to farmers [4][5] - There is a focus on developing organic fertilizers and bio-fertilizers, with ongoing research projects in collaboration with academic institutions [7][8] Industry Trends - The compound fertilizer market is expected to grow annually by 1-2%, with a shift towards nitrate phosphorus fertilizers anticipated to capture 25-50% of the market in the next 3-10 years [5][6] - The company is also exploring the potential of converting phosphogypsum into usable products, although challenges remain regarding cost and efficiency [6][9]

Company Overview - Shenzhen Batian Ecological Engineering Co., Ltd. was established in 1989 and is a national high-tech enterprise and a key agricultural leading enterprise in Guangdong Province [2][3] - The company is the first listed compound fertilizer enterprise in China, listed on the SME board in 2007 with stock code 002170 [2][3] Production and Sales - The company has six production bases, with significant ones located in Guizhou, established between 2003 and 2005, and a new phosphate chemical circular economy industrial park built in 2016 with a total investment of approximately 2.4 billion yuan [3][4] - The main sales regions are in South China, particularly Guangdong, followed by Guangxi, Yunnan, and Hainan, with over 85% of products used for economic crops [3][4] - The company reported annual revenue between 2 billion to 2.2 billion yuan over the past three years, with a projected profit of 60 million to 90 million yuan for the latest fiscal year [3][4] Research and Development - The company emphasizes R&D, employing over 120 personnel with master's degrees or higher and having a team of over 50 expert consultants [3][4] - It holds 1,043 invention patents, ranking first in the industry for newly added invention patents in the last five years, with over 400 authorized patents [3][4] Product and Market Position - The average selling price of fertilizers is around 2,800 yuan per ton, with total sales of approximately 2.2 billion yuan and a volume of 850,000 tons [4][5] - The gross profit margin for new compound fertilizers is close to 20% [5] - The company focuses on high-end fertilizers, with a significant portion of its products being organic and compound fertilizers, which are encouraged by national policies [6][7] Competitive Advantages - The company’s competitive edge lies in its advanced technology and R&D investment, which is the highest in the industry [4][5] - It utilizes a unique nitric acid method for phosphate extraction, preserving all trace elements and avoiding the production of phosphogypsum, which is a significant environmental concern [4][5] - The company has established a comprehensive service system, serving over 67,000 batches of plants and maintaining a database of over 200 million records by 2020 [4][5] Future Development Plans - The company plans to expand its production bases in Guangdong and the Northwest regions, targeting areas with less soil pollution for economic crop development [8][9] - It aims to enhance its market share through traditional channels, increasing the number of retailers and distributors by 50-100% in the coming year [9][10] - The company is also exploring online sales and leveraging big data to improve service delivery and reduce costs for farmers [9][10]

Group 1: Company Overview - Shenzhen Batian Ecological Engineering Co., Ltd. was established in 1989 and currently has an operating revenue of approximately 2.3 billion yuan, with over 90% derived from the research, production, and sales of compound fertilizers [2][3]. - The company has several production bases, with the largest capacities located in Guangxi, Jiangsu, and Beijing [2]. Group 2: Investment and Mining Projects - The company has invested around 2.5 billion yuan in Guizhou, which includes acquiring a phosphate mine with reserves of 63,000 tons [2][3]. - The mining project is currently in the construction phase, with the first phase expected to be completed by January next year, and the overall design capacity is projected at 2 million tons per year, with an extraction rate of 900,000 tons per year [3][4]. Group 3: Production Facilities - The Guizhou phosphate chemical industry park will feature a 270,000-ton nitric acid facility, a 400,000-ton nitric phosphate fertilizer facility, a 300,000-ton calcium nitrate facility, and a 600,000-ton high tower compound fertilizer facility [3][4]. - The initial phase of the new energy project in Guizhou is planned to produce 50,000 tons of iron phosphate, with construction starting in January next year [3][4]. Group 4: Market and Policy Insights - The national policy encourages projects related to iron phosphate, but there are restrictions on new production capacities for monoammonium phosphate [4]. - The annual phosphate mining volume in the country is approximately 85 million tons, with projected demand for iron phosphate between 8 million to 10 million tons by 2025 [4][5]. Group 5: Cost and Production Efficiency - The cost of producing iron phosphate using nitric acid is slightly lower than using sulfuric acid, primarily due to the absence of gypsum disposal costs [5]. - The estimated mining output for next year is between 500,000 to 900,000 tons, with a daily extraction of 300 to 800 tons currently [5][6].

Group 1: Company Overview - Shenzhen Batian Ecological Engineering Co., Ltd. obtained exploration rights for the Xiaogaozhai phosphate mine with an estimated exploration reserve of approximately 63 million tons [2] - The company acquired mining rights in May 2020, with an annual production capacity of 900,000 tons [2] - The main engineering structure of the mine includes two shafts with a combined depth of approximately 1,300 meters, expected to be completed by December this year and January next year [2] Group 2: Phosphate Chemical Industry - The company established a phosphate chemical industrial park in Guizhou, which includes a 270,000-ton nitric acid production capacity, the highest purity and concentration in South China [2][3] - The fertilizer production capacity includes nitric phosphate fertilizer, utilizing nitric acid decomposition [3] - The company plans to enter the new energy materials sector, with a total planned capacity of 300,000 tons for iron phosphate, divided into three phases: 50,000 tons, 100,000 tons, and 150,000 tons [3] Group 3: Investment and Production Insights - The total investment from exploration rights to mining rights was approximately 480 million yuan [3] - Current mining progress has reached the ore layer, with daily engineering ore extraction fluctuating between 200-500 tons, estimating a total of around 10,000 tons for the year [3][4] - The average grade of the ore is around 27, with the lowest at 24 and the highest at 32 [4] Group 4: Market Demand and Pricing - The national supply of phosphate ore has decreased from approximately 150 million tons to around 80 million tons annually, while downstream demand is expected to rise significantly [4][5] - The price of phosphate ore is anticipated to trend upward in the long term, driven by increasing demand, particularly for lithium iron phosphate [5] - The company aims to maintain stable supply and quality for downstream partners, addressing the variability in phosphate ore quality [5] Group 5: Future Outlook - The company expects to achieve a production capacity of 900,000 tons by the end of next year, with a significant portion of phosphate ore being self-supplied [4][6] - The anticipated profit from the phosphate iron production line is projected to be substantial, with a focus on cost savings and efficiency [6] - The company is exploring various production routes for phosphate iron to optimize economic and environmental factors [6]

Group 1: Company Overview - Shenzhen Batian Ecological Engineering Co., Ltd. was established in 1989 and listed in 2007, operating in the chemical industry with three main business segments: phosphate mining, phosphate chemicals, and new energy [2] - The company has six production bases located in Beijing, Jiangsu Xuzhou, Guizhou Weng'an, Guangxi Guigang, Guangdong Wengyuan, and Guangdong Shenzhen [2] - The total phosphate ore reserves amount to over 63 million tons, with ongoing construction of the mining site [2][3] Group 2: Production Capacity and Plans - The mining capacity is approximately 1,000 tons per day, expected to increase to 3,000-6,000 tons per day after August [3] - The company has completed the construction of agricultural product production capacity, including compound fertilizers and nitrate fertilizers, with new industrial-grade product capacities under construction [3] - The design capacity for the battery-grade nitric acid facility is 270,000 tons per year, producing nitric acid with a concentration of 68% [3] Group 3: Product Details and Market Strategy - The company aims to produce lithium iron phosphate with an initial capacity of 2,500 tons, assessing the market before expanding production [4] - The cost advantage for producing lithium iron phosphate is estimated at 3,000-4,000 RMB per ton due to in-house production of raw materials [4] - The company plans to increase the production capacity of lithium iron phosphate to 100,000 tons per year by next year [4] Group 4: Financial Performance and Projections - The company expects a slight increase in revenue from phosphate mining sales starting in June, with initial sales volume around several thousand tons [4] - The profitability from phosphate mining and phosphate chemicals is anticipated to be stable, with mining costs around 100 RMB per ton and phosphate monoammonium and phosphoric acid costs estimated at 4,000-5,000 RMB per ton [6] - The revenue growth in the second quarter is attributed to rising fertilizer prices, with a focus on phosphate rock sales in the third quarter and additional sales of phosphate concentrate and phosphate chemicals in the fourth quarter [5]