证券代码：002469 证券简称：三维工程 编号：2016003 山东三维石化工程股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------------------|----------------------------------|--------------------------------------------------------------| | | | | | 投资者关 | ● 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 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 名称及人 员姓名 | 统一投信（台湾）：林玉珠 | 林川欽 | | | | | | 时间 | 2016 年 5 月 10 | 日 14:00-15:30 | | 地点 | | 山东三维石化工程股份有限公司青岛分公司 | | 上市公司 | | | | 接待人员 姓名 | 务代表李克胜先生；证券部冯艺园 | 董事长曲思秋先生；董事、董事 ...

Group 1: Project Overview - The company participated in the bidding for the "thermal storage system EPC" of the 50MW solar thermal power project, which is the first large-scale commercial solar thermal power station project in China [3] - The project has a planned installed capacity of 100MW, with the first phase being 50MW, utilizing parabolic trough solar thermal technology [3][4] - The project includes 190 parabolic trough collectors and a dual-tank molten salt thermal storage system capable of meeting the turbine generator's full-load power generation needs for 7.5 hours [3] Group 2: Market Potential and Advantages - China has abundant solar thermal resources, with a total power capacity exceeding 16,000GW across various provinces [3] - The cost of solar thermal power generation is expected to decrease to below 20 yuan per watt by the end of 2020, with generation costs approaching 1 yuan per kWh [4] - Solar thermal power offers controllable and stable energy output, making it a competitive alternative to intermittent sources like photovoltaics and wind power [4] Group 3: Environmental Technology Development - The company holds a 7.14% stake in Puyi Environmental Protection, which specializes in magnesium-based marine desulfurization technology [5] - Puyi Environmental Protection's equipment for ship exhaust treatment is compact, meets high emission standards, and has low operational costs, enhancing its market competitiveness [5] - The global market for ship exhaust treatment systems is projected to expand significantly, with 30%-40% of new ships expected to install exhaust scrubbers in 2016 [6] Group 4: Business Expansion and Strategy - The company has established Shanghai Zhishang E-commerce Co., Ltd. to extend its industrial chain into the internet sector, focusing on third-party petrochemical product trading [7] - Shanghai Zhishang aims to provide comprehensive e-commerce solutions for petrochemical clients, integrating online trading, payment settlement, logistics, and financing services [7] - The company is committed to external development as a key growth strategy, focusing on enriching its industrial chain, energy conservation, environmental protection, and new materials [7]

Group 1: Company Development Strategy - The company focuses on technology as a leading factor, exploring advanced technologies to provide refined and high-end services, aiming to enhance profitability [2] - The company is increasing efforts in market expansion in energy-saving, environmental protection, and new materials, while extending its business into BT, BOT, and PPP areas to improve operational capabilities [3] - The company emphasizes leveraging its capital platform advantages to accelerate the integration of quality resources through mergers and acquisitions, enhancing capital integration capabilities [3] Group 2: Core Competitiveness - In traditional business areas, the company possesses advanced sulfur recovery technology, making it the leading domestic designer of sulfur recovery units [3] - In the new energy sector, the company adopts a "technology breakthrough + market expansion" model, successfully entering the solar thermal power market with significant project wins [4] - In the environmental protection sector, the company has invested in a high-tech firm specializing in ship desulfurization technology, which has strong market competitiveness [4] Group 3: Business Operations and Market Outlook - The company's design and general contracting business is operating steadily, with good execution of existing orders and stable new order acquisition [5] - Solar thermal power generation is expected to have a promising development outlook in China due to its ability to provide stable and high-quality clean energy [5] - The company has rich technical reserves in thermal energy storage for solar thermal power generation, capable of designing safe and efficient systems [5] Group 4: Future Development Plans - The company aims to develop Shanghai Zhishang into a comprehensive third-party trading platform for petrochemical products, integrating online trading, payment settlement, warehousing logistics, and financing services [6]

证券代码：002469 证券简称：三维工程 编号：2016001 山东三维石化工程股份有限公司投资者关系活动记录表 | --- | --- | --- | |---------------|----------------------------------|--------------------------------------------------------------| | | | | | 投资者关 | ● 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 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 | 东方证券：李 威 | 郭 哲 | | 名称及人 | 中投证券：徐 闯 | | | 员姓名 | | | | 时间 | 2016 年 4 月 28 日 | 10:00-11:30 | | 地点 | | 山东三维石化工程股份有限公司总部（山东淄博） | | 上市公司 | | 董事、董事会秘书、副总经理高勇先生；证券事务代表李克胜先生； | | 接待人员 姓 ...

证券代码：002469 证券简称：三维工程 编号：2016005 山东三维石化工程股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------|------------------------------|--------------------------------------------------------------| | | | | | 投资者关 | ● 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 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 | 平安证券：皮 秀 | | | 名称及人 | 长江证券：颜阳春 | | | 员姓名 | 翔云资管：李世同 | | | 时间 | 2016 年 8 月 16 日 | 9:30-11:30 ； 12:30-14:00 | | 地点 | | 山东三维石化工程股份有限公司总部（山东淄博） | | | | | | 上市公司 接待人员 姓名 | 证券部冯 ...

Company Overview - Shandong Sanwei Petrochemical Engineering Co., Ltd. has been focused on the petrochemical industry for over 40 years and was listed on the Shenzhen Stock Exchange in September 2010 [2][3]. - The company achieved rapid growth post-listing, with revenue increasing from CNY 179 million in 2010 to CNY 770 million in 2014, reflecting a compound annual growth rate (CAGR) of approximately 45% [3]. Financial Performance - Net profit rose from CNY 52 million in 2010 to CNY 155 million in 2014, with a CAGR exceeding 30% [3]. - Recent economic slowdown and reduced investment in the petrochemical and coal chemical industries have led to significant declines in company performance [3]. Strategic Development - The company is pursuing various strategies to stabilize its core business, including technological innovation, market expansion, and management improvements [3]. - It aims to explore potential acquisition targets both domestically and internationally to facilitate external growth and recover from current challenges [3]. Acquisition Strategy - Since its listing, the company has made several acquisitions, including an 80% stake in Beijing Kangke Industrial Furnace Co., Ltd. and a 60% stake in Qingdao Lianxin Catalytic Materials Co., Ltd. [4]. - The company has also invested in Weihe Puyi Ship Environmental Technology Co., Ltd., acquiring a 7.14% stake and providing CNY 50 million in loans to support its development [5]. Industry Trends - The petrochemical and coal chemical industries are transitioning to a new stage of development, focusing on optimizing growth and seeking new opportunities [8]. - Continuous technological innovation is essential for companies to strengthen their market position and adapt to industry changes [8]. Business Segments - The company operates in four main business segments: traditional business, energy-saving and environmental protection, new energy, and new materials [10]. - The traditional business segment has maintained steady growth, although it faces challenges due to the industry's transition to a new normal [11]. - The energy-saving and environmental protection segment is expected to grow rapidly due to increasing demand for environmental facilities driven by government policies [11]. - The new energy segment focuses on solar thermal power generation, with significant potential for future development [12]. - The new materials segment has achieved breakthroughs in sulfur-resistant catalytic materials, enhancing its market competitiveness [13].

证券代码：002469 证券简称：三维工程 编号：2017003 山东三维石化工程股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------|--------------------------------------|--------------------------------------------------------------| | | | | | 投资者关 | ● 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 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 | 东方证券：刘 昭 | 丰明仁 候远轮 蒋晨龙 顾 萌 | | 名称及人 | 孙 曈 李 凯 | 李施艺 刘永全 | | 员姓名 | 大成基金：张家旺 瀚伦投资：黄志青 | | | | 筑金投资：陶 暘 泰月文和投资：郭庆光 | | | 时间 | 2017 年 9 月 7 | 日 10:00-11:30 | | 地点 | | ...

证券代码：002469 证券简称：三维工程 编号：2017002 山东三维石化工程股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------|-----------------------------|--------------------------------------------------------------| | | | | | 投资者关 | ● 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 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 | 东方证券：赵辰 倪吉 | | | 名称及人 员姓名 | | | | | | | | 时间 | 2017 年 8 月 2 日 | 09:30-11:30 | | | | | | 地点 | | 山东三维石化工程股份有限公司淄博总部 | | 上市公司 接待人员 姓名 | 证券部冯艺园 | 董事、董事会秘书、副总经理高勇先生；证券事务代表李克胜先生； ...

证券代码：002469 证券简称：三维工程 编号：2018001 山东三维石化工程股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------|-------------------------|--------------------------------------------------------------| | | | | | 投资者关 | ● 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 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 | 兴业证券：许盈盈 | 张玉鹏 徐 磊 | | 名称及人 | | | | 员姓名 | | | | 时间 | 2018 年 1 月 17 | 日 14:00-15:30 | | 地点 | | 山东三维石化工程股份有限公司淄博总部 | | 上市公司 | | | | 接待人员 姓名 | 证券部冯艺园、刘财 | 董事、董事会秘书、副总经理高勇先生；证券事务代表李克胜先生； ...

证券代码：002469 证券简称：三维工程 编号：2019001 山东三维石化工程股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------|-------------------------|--------------------------------------------------------------| | | | | | 投资者关 | ● 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | □ 业绩说明会 | | 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 | 长江证券：毕春晖 | | | 名称及人 | | | | 员姓名 | | | | 时间 | 2019 年 4 月 22 | 日 13:30-15:30 | | | | | | 地点 | | 山东三维石化工程股份有限公司淄博总部 | | 上市公司 接待人员 姓名 | 艺园、刘财 | 董事、董事会秘书、副总经理高勇；证券事务代表李克胜；证券部冯 | | 投 ...