证券代码：002221 证券简称：东华能源 东华能源股份有限公司投资者关系活动记录表 编号：2017-001 | --- | --- | --- | |--------------|-------------------------|-----------------------------------------------------| | | | | | 投资者关系活 | 特定对象调研 | □ 分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称 | 1 、招商证券，王强 | | | 及人员姓名 | 2、申万宏源，谢建斌 | | | | 3、华创证券，柳强 | | | | 4 、富国基金，宋哲建 | | | | 5 、财达证券，程旭东 | | | | 6、东方证券，倪吉 | | | | 7 、兴业证券，廖辰轩等 | | | 时间 | 2017 年 5 月 10 | 日上午 10 点半到 12 点 | | 地点 | 公司南京管理总部会议室 | ...

编号：2019-001 证券代码：002221 证券简称：东华能源 东华能源股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|------------------------------------------------------| | | | | | 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 | 1 、海富通基金 踪敬珍 | | | 人员姓名 | 2 、淳厚基金 张日华 | | | | 3 、汇丰晋信 姬静远 | | | | 4 、德邦基金 房建威 | | | | 5 、财通证券 路辛之 | | | 时间 | 2019 年 11 月 5 | 日 15:00-17:00 | | 地点 | 公司南京总部 | | | 上市公司接待人 | | 公司实际控制人王铭祥、副总经理兼董秘邵勇健、董事长 ...

证券代码：002221 证券简称：东华能源 1 东华能源股份有限公司投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |--------------|--------------------------------|------------------------------------------------------| | | | | | 投资者关系活 | 特定对象调研 | □ 分析师会议 | | 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 （请文字说明其他活动内容） | | 参与单位名称 | 天风证券：郑小兵、刘子栋 | | | 及人员姓名 | | | | 时间 | 2018 年 12 月 26 | 日下午 3 点到 5 点 | | 地点 | 公司南京管理总部会议室 | | | 上市公司接待 | | | | 人员姓名 | 公司副总经理邵勇健、董秘陈圆圆 | | | 投资者关系活 | | 研究员们分别对行业发展趋势、 LPG 贸易业务和项目等 | | 动主要内容介 ...

证券代码：002221 证券简称：东华能源 编号：2020-001 东华能源股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|-----------------------|------------------------------------------------------| | | | | | 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 | 1 | 、中信证券 王佩坚、丁文斌 | | 人员姓名 | 2 | 、杭州中大君悦投资 李广赞、陈申、吴佩庭 | | 时间 | 2020 年 11 月 | 12 日 10:00-12:00 | | | | | | 地点 | 公司南京总部 | | | 上市公司接待人 员姓名 | 董秘办 陈文辛、夏瑞卿 | | | 投资者关系活动 | | 两家券商机构和投资公司的分析师/研究员就公司发展战 ...

证券代码：002221 证券简称：东华能源 编号：2020-002 东华能源股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|---------------------|----------------------------------------------------------------------------------------------------| | | | | | 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 | 1 | 、开源证券：张绪成、龚道琳、王华炳； 2 、农银汇理基 | | 人员姓名 | | 金：罗文波、许拓；3、富安达基金：栾庆帅；4、国泰基 | | | 7 | 金：苗琦；5、星石投资：向仕杰；6、高远资本：雷纯华； 、上海承周资产管理：漆启焱；8、科闻投资：刘攀 | | | | | | 时间 | 2020 年 ...

证券代码：002221 证券简称：东华能源 编号：2020-003 东华能源股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------|------------------------------------------------------| | | | | | 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 | 1 | 、开源证券：张绪成、王华炳； 2 、中欧基金：王习；3、 | | 人员姓名 | | 华宝基金：蔡目荣；4、招商基金：施伟锋；5、泰康资产： | | | 发基金：王云骢 | 陈佳艺；6、嘉实基金：付赫；7、银华基金：罗婷；8、广 | | | | | | 时间 | 2020 年 11 月 | 24 日-25 日 | | 地点 | 线上交流 | | | 上市公司接待人 | 董秘办 陈文辛、夏瑞卿 ...

Group 1: Company Strategy and Development - The company has chosen to develop the Maoming base due to abundant coastal land resources and its strategic location for both domestic and international markets, particularly the Greater Bay Area and ASEAN [2][3] - The Maoming project is included in the first batch of foreign investment projects by the Ministry of Commerce in 2020 and is recognized as a national key project, enhancing cooperation with local governments [3] - The company aims to create a "world-class olefin industry ecosystem" through collaboration with government, educational institutions, and financial organizations [3] Group 2: Project Progress and Technology - The Ningbo Phase II PDH project is in the purging stage and is expected to commence production within the year, while Phase III is projected to produce products in Q1 of the following year [3] - The Maoming project will utilize Honeywell UOP technology to reduce carbon-hydrogen ratios, lower energy consumption, and improve conversion rates, providing a competitive advantage [3][4] Group 3: Market Position and Industry Trends - The company has a comprehensive competitive advantage in the "LPG-PDH-PP+H2" value chain, ensuring stable raw material supply and expansion of production capacity [4] - The PP market is expected to face oversupply in the future, but this will drive innovation and market expansion among large enterprises, which the company is prepared to address [4]

Competitive Advantages in C3 Industry Chain - Core competitive advantage lies in the systemic advantages of the entire industry chain [2] - Control over raw material resources: As a member of the LPG international procurement "club," the company actively participates in LPG international trade, ensuring stable supply and gradually gaining pricing power [3] - LPG fleet: Currently operates over 10 ships, with plans to expand through self-building and leasing to improve logistics and ensure stable supply [3] - Port facilities: Owns 50,000-ton deep-water ports in Ningbo and Qinzhou, and a 50,000-ton deep-water port in Zhangjiagang, with additional port facilities approved in Maoming [3] - Storage capacity: Current storage capacity is 866,000 cubic meters, with a 2 million cubic meter underground storage facility under construction in Ningbo [3] - Production capacity: Current PDH capacity is 1.2 million tons/year (domestic leader), PP capacity is 900,000 tons/year (domestic leader among private enterprises), expected to reach 1.8 million tons/year for both PDH and PP by Q1 2021 [3] - Product development: Focus on high-value-added specialty products, with 10 specialty grades developed and 12 patents filed, including high-quality non-woven fabric and automotive materials [4] - Hydrogen utilization: With the expansion of PDH facilities, hydrogen by-product sales are expected to grow, with stable supply relationships established in Zhangjiagang and Ningbo [4] Strategic Investment in Maoming - Maoming is strategically located at the geographic center of RCEP, facing both the Greater Bay Area and ASEAN markets [5] - Maoming offers abundant beach land resources and a reconfigurable social governance structure, providing significant late-development advantages [5] - As a southern oil city, Maoming has a strong tradition in the petrochemical industry, making it easier for the company to integrate and promote the transition from petrochemicals to green chemicals and hydrogen energy [5] Progress of Ongoing Projects - Ningbo Phase II project is in the commissioning stage, expected to produce propylene products around Spring Festival 2021 [5] - Ningbo Phase III project is nearing completion, expected to start commissioning in March 2021 [5] - Maoming Phase I project is progressing smoothly, with capital and external financing plans in place, expected to meet construction milestones [6]

证券代码：002221 证券简称：东华能源 东华能源股份有限公司投资者关系活动记录表 编号：2021-002 | --- | --- | --- | --- | --- | --- | |--------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002221 证券简称：东华能源 编号：2021-004 | --- | --- | --- | --- | --- | --- | |-----------------------------|-----------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...