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三维化学(002469) - 2025年2月20日-21日投资者关系活动记录表
2025-02-21 09:04
Company Overview - Shandong Sanwei Chemical Group Co., Ltd. is a technology-driven specialty chemical group engaged in chemical and petrochemical technology and product R&D, engineering services, catalyst production, and basic chemical raw material sales [2][3]. - The company is the largest producer of n-propanol in China and a leading enterprise in the recovery of butanol and octanol residuals [3]. Business Segments - The main business segments include engineering services, chemical industry services, and catalyst business, with a focus on environmental protection [3]. - The company provides comprehensive engineering technical services, including consulting, design, EPC (Engineering, Procurement, and Construction), project commissioning, and maintenance [3]. Project Engagements - The company has undertaken several coal chemical projects, including sulfur recovery design and technical services for major energy groups [5][6]. - Recent projects include a 20 billion cubic meters/year coal-to-natural gas project and various catalyst procurement services for coal chemical projects [6]. Technological Advantages - The company has developed leading technologies in sulfur recovery and catalyst production, with a total of 237 sulfur recovery units designed and constructed, amounting to a capacity of 12.55 million tons/year [10]. - It holds proprietary technologies in the synthesis of various aldehydes and acids, and has a strong market position in energy-saving and environmental protection engineering technologies [10]. Product Development and Market Strategy - The company is advancing projects to enhance the production of cellulose acetate butyrate, targeting an additional capacity of 50,000 tons/year [8]. - It aims to integrate R&D resources from universities and research institutes to promote high-end, green product development [9]. Future Outlook - The company plans to enhance its R&D capabilities and technical strength by building a high-end technical talent team and establishing a closed-loop system for R&D, engineering, and industrial operations [11]. - It is focused on expanding its market presence in high-performance rubber applications, particularly in the automotive sector, as demand for electric and intelligent vehicles grows [7].
三维化学(002469) - 2025年2月17日-18日投资者关系活动记录表
2025-02-18 08:58
Group 1: Company Overview - The company is a state-owned enterprise transformed into an engineering firm, primarily serving the chemical and petrochemical industries, with a focus on environmental protection [3] - It provides a full lifecycle of engineering services, including consulting, design, general contracting, project commissioning, and maintenance [3] - The company does not engage in equipment manufacturing or construction installation but subcontracts these services to qualified firms [3] Group 2: Chemical Business and Products - The company is the largest producer of n-propanol in China and a leading enterprise in the recovery of butyl and octanol residues [4] - It produces various chemical products, including C3, C4, C5, C8 alcohols, and derivatives, with applications across multiple industries such as pharmaceuticals, agriculture, and food additives [4] - The company maintains operational flexibility by switching raw materials based on market demand and price trends, ensuring economic efficiency [4] Group 3: Ongoing Engineering Projects - Key ongoing projects include sulfur recovery installations for Northern Huajin and Sinopec Tianjin, among others [5][6] - The company has a robust order backlog, including long-term service agreements for maintenance and technical upgrades [6] Group 4: Coal Chemical Projects - The company has secured projects in the coal chemical sector, including sulfur recovery design for major energy groups [7] - Recent wins include design and procurement services for a 2 billion cubic meters/year coal-to-gas project [7] Group 5: Clientele - Major clients include China Petroleum, Sinopec, State Energy Group, and several other prominent chemical and energy companies [8] Group 6: Incremental Chemical Projects - The company is advancing projects aimed at enhancing cellulose acetate production capacity by 50,000 tons/year [9] - Ongoing collaborations with academic and research institutions focus on developing new products in fine chemicals and new materials [9]
三维化学20250212
21世纪新健康研究院· 2025-02-12 08:30
Company and Industry Summary Company Overview - **Company Name**: 3D Chemical - **Industry**: Petrochemical and Coal Chemical Industry - **Market Position**: Over 30% participation in the petrochemical sector and higher in coal chemical sector [3][2] Key Business Segments - **Engineering Services**: Focus on sulfur recovery and waste gas recovery design and construction, with significant projects like Guoneng Hami and Guoneng Baotou [3][2] - **Chemical Products**: Operates two plants in Zibo and Nanjing, producing various chemicals including propanol, with Zibo being the largest propanol producer in China [3][2] - **Catalysts**: Involves in high-sulfur resistant catalysts, contributing annual profits of 10-20 million [4][2] Financial Performance - **2024 Performance**: Overall stable performance; engineering revenue declined due to project settlement delays but was offset by chemical segment growth. Specific figures pending annual report [5][2] - **Future Projections**: Anticipated significant revenue contributions from Tianjin Petrochemical and Huajin projects in mid-2025, expected to generate at least 1 billion [9][2] Market Dynamics - **Product Pricing**: Prices for Zhenghan Biotechnology products stabilized around 8,500 yuan/ton after fluctuations, reflecting market supply-demand balance [6][2] - **Sulfur Recovery Technology**: The company’s sulfur recovery technology is internationally leading, with strategic focus on Xinjiang and Inner Mongolia for coal chemical projects [11][2] Strategic Initiatives - **New Product Development**: Projects like isooctanoic acid and cellulose acetate butyrate are expected to break import dependency and become future profit growth points [20][2] - **Expansion Plans**: Plans to establish a subsidiary in Xinjiang to better capture local business opportunities in coal chemical projects [15][2] Operational Insights - **Order Confirmation and Revenue Recognition**: Engineering contracts typically take 1-3 years to complete, with revenue recognition occurring at various project stages [10][2][23][2] - **Debt Management**: The company maintains a clean balance sheet with low debt and high cash reserves, supporting financial stability [18][2] Market Challenges and Opportunities - **Competition and Pricing**: The domestic market for propanol and its derivatives is competitive, with the company focusing on maintaining high utilization rates for profitability [19][2] - **Technological Advancements**: Ongoing development in energy storage and hydrogen utilization technologies, with several projects in the pipeline [20][2] Conclusion 3D Chemical is well-positioned in the petrochemical and coal chemical industries, with a strong focus on engineering services and chemical production. The company is strategically expanding its product offerings and market reach while maintaining a solid financial foundation. Future growth is anticipated from new projects and technological advancements.
三维化学(002469) - 2025年2月11日-12日投资者关系活动记录表
2025-02-12 07:44
Company Overview - Shandong Sanwei Chemical Group Co., Ltd. is a technology-driven chemical group engaged in chemical and petrochemical technology and product R&D, engineering services, catalyst production, and basic chemical raw material sales [4]. - The company is the largest producer of n-propanol in China and a leading enterprise in the recovery of butanol and octanol residues [5]. Business Segments Engineering Services - The company provides comprehensive engineering services including consulting, design, EPC (Engineering, Procurement, and Construction), project commissioning, and maintenance [8]. - It has completed a total of 237 sulfur recovery unit designs and EPC contracts, with a total capacity of 12.55 million tons per year, making it the largest in this sector in China [7]. Chemical Production - The company focuses on the production and sales of various chemical new materials, including C3, C4, C5, and C8 alcohols, as well as acetic acid derivatives [5]. - It is actively working on projects to enhance production capacity, such as a 50,000 tons/year capacity for high-quality "iso-octanoic acid" [12]. Technological Advantages - The company has developed a "no online furnace sulfur recovery technology" that is recognized as domestically leading and internationally advanced [7]. - It has strong market competitiveness in energy-saving and environmental protection engineering technologies, particularly in carbon resource utilization and wastewater treatment [7]. Clientele - Major clients include China Petroleum & Chemical Corporation, China National Petroleum Corporation, and several other large state-owned enterprises and reputable private companies in the chemical sector [10]. Recent Projects - The company has secured contracts for various coal chemical projects, including sulfur recovery units for major energy groups, demonstrating its technical and engineering capabilities [11]. - It is also involved in innovative projects in hydrogen energy, molten salt energy storage, and compressed air energy storage, contributing to the development of renewable energy [13].
三维化学(002469) - 2025年2月7日投资者关系活动记录表
2025-02-08 07:46
Company Overview - Shandong Sanwei Chemical Group Co., Ltd. is a technology-driven specialty chemical group engaged in chemical and petrochemical technology and product R&D, engineering services, catalyst production, and basic chemical raw material sales [3][4]. - The company is the largest producer of n-propanol in China and a leading enterprise in the recovery of butanol and n-pentanol [3][4]. Engineering Business - The company provides comprehensive engineering services, including consulting, design, total contracting, project commissioning, and maintenance, particularly in the petrochemical sector [3][5]. - It is the top company in China for designing and contracting sulfur recovery units [3][9]. - Current major engineering projects include sulfur recovery units for North Huajin and Sinopec Tianjin, among others, with a robust order backlog [5][6]. Clientele - Major clients include China Petroleum, Sinopec, State Power Investment Corporation, and several other large-scale chemical and energy enterprises [6][8]. Technical Advantages - The company has developed leading technologies in sulfur recovery and low-emission gas treatment, with a total of 237 sulfur recovery units designed and contracted, amounting to a capacity of 12.55 million tons per year [9]. - It has strong market competitiveness in energy-saving and environmental protection engineering technologies [9]. Chemical Business Expansion - Ongoing projects include the optimization of cellulose acetate butyrate production with a target of 50,000 tons per year and enhancements in cellulose derivatives [10]. - The company is exploring new product development in fine chemicals and new materials through collaborations with academic and research institutions [10].
三维化学(002469) - 2024年第四季度土木工程建筑业务经营情况简报
2025-01-23 16:00
证券代码:002469 证券简称:三维化学 公告编号:2025-001 山东三维化学集团股份有限公司 一、总体情况 | | 第四季度 | | 截至报告期末累计已 | | 第四季度 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 项目 | 新签约订单 | | 签约未完工订单 | | 已中标未签约订单 | | 备注 | | 类型 | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | | | | (个) | (万元) | (个) | (万元) | (个) | (万元) | | | 咨询设 | | | | | | | 工程咨 | | 计技术 | 19 | 925.31 | 89 | 8,195.81 | 2 | 588 | 询、工程 | | 性服务 | | | | | | | 设计项目 | | 工程总 | 2 | 2,824.19 | 12 | 149,197.33 | | | | | 承包类 | | | | | | | | | 合计 | 21 | 3,749.50 | 101 | 157,393.14 | 2 | 588 | | 二、重大 ...
三维化学:2024年第四季度土木工程建筑业务新签约订单3749.5万元
Group 1 - The company, Sanwei Chemical, announced new signed orders in the civil engineering construction business amounting to 37.495 million yuan for the fourth quarter of 2024 [1] - As of the end of the reporting period, the total signed but uncompleted orders reached 1.574 billion yuan [1] - The company has also secured new bids amounting to 5.88 million yuan that are yet to be signed [1]
三维化学(002469) - 2025年1月22日投资者关系活动记录表
2025-01-23 07:34
Group 1: Company Overview - Shandong Sanwei Chemical Group Co., Ltd. is primarily an engineering company serving the petrochemical industry, focusing on environmental protection and actively expanding into the new energy market [2][4]. - The company provides a full lifecycle of engineering services, including consulting, design, general contracting, project commissioning, and maintenance [2][4]. Group 2: Clientele - Major clients include China Petroleum & Chemical Corporation, China National Petroleum Corporation, State Energy Group, and several other significant players in the petrochemical and energy sectors [4]. Group 3: Technical Advantages - The company is recognized as a "sulfur recovery expert," with its proprietary technology achieving domestic leadership and international advanced levels [5]. - As of June 30, 2024, the company has completed 237 sulfur recovery device designs and general contracts, with a total capacity of 12.55 million tons per year, making it the largest in China for such services [5]. Group 4: Chemical Business - The company is the largest producer of n-propanol in China and a leading player in the recovery of butanol and octanol residues [7]. - Products are widely used across various industries, including pharmaceuticals, pesticides, dyes, and food additives [7]. Group 5: Project Examples in Coal Chemical Industry - The company has undertaken several projects, including sulfur recovery for Shenhua Yulin's circular economy coal utilization project and a 5 million tons/year coal-to-olefins project for Ningxia Baofeng Energy Group [8]. Group 6: Incremental Projects in Chemical Business - The company is advancing the "Acetic Acid Butyl Cellulose Product Optimization and Upgrade Project," aiming for an additional capacity of 50,000 tons per year [9]. - Ongoing technical verification and design optimization for cellulose derivatives and related facilities are in progress [9].
三维化学:2024年第一次临时股东大会法律意见书
2024-11-29 08:51
上海锦天城(青岛)律师事务所 关于山东三维化学集团股份有限公司 2024 年第一次临时股东大会的 关于山东三维化学集团股份有限公司 2024 年第一次临时股东大会的 法律意见书 http://www.allbrightlaw.com/ 地址:山东省青岛市市南区香港中路 8 号青岛中心大厦 A 座 45 层 电话:0532-55769166 传真:0532-55769155 邮编:266071 山东三维化学集团股份有限公司 锦天城·法律意见书 上海锦天城(青岛)律师事务所 本所同意将本法律意见书与本次股东大会的决议一并进行公告,并依法对发 表的法律意见承担相应法律责任。 本所律师根据对有关事实的了解及对法律的理解,按照律师行业公认的业务 标准、道德规范和勤勉尽责精神,出具法律意见如下: 一、 本次股东大会的召集与召开程序 (一)本次股东大会的召集 2024 年 11 月 11 日,公司召开第六届董事会 2024 年第六次会议,决议召集 本次股东大会。 1 法律意见书 致山东三维化学集团股份有限公司: 上海锦天城(青岛)律师事务所(以下简称"本所")接受山东三维化学集 团股份有限公司(以下简称"公司"或"三维化学 ...
三维化学:2024年第一次临时股东大会决议公告
2024-11-29 08:51
证券代码:002469 证券简称:三维化学 公告编号:2024-043 山东三维化学集团股份有限公司 2024年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 特别提示: 1、本次股东大会未出现否决议案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 (一)会议召开时间: 2、网络投票时间:2024 年 11 月 29 日。其中通过深圳证券交易所交易系 统进行网络投票的时间为 2024 年 11 月 29 日 09:15-09:25、09:30-11:30、 13:00-15:00;通过深圳证券交易所互联网投票系统投票的时间为 2024 年 11 月 29 日 09:15-15:00 期间的任意时间。 (二)现场会议召开地点: 山东省青岛市市南区彰化路六号青岛花园大酒店贵宾楼二楼万象厅 (三)会议召开方式:现场表决、网络投票相结合的方式 (四)召集人:公司董事会 (五)主持人:董事长曲思秋先生 (六)会议召开的合法性、合规性:本次股东大会的召集和召开符合《公司 法》、《上市公司股东大会规则》、《 ...