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鹏鹞环保(300664) - 鹏鹞环保投资者关系管理信息
2024-12-18 10:05
证券代码:300664 证券简称:鹏鹞环保 鹏鹞环保股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------------|-----------------------------------|-----------------------------------------------------------------------------------------------| | | | | | 投资者 | | □特定对象调研 □√分析师会议 | | 关系活 | | □媒体采访 □业绩说明会 | | 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) | | | 中信证券 | 裘科 | | 参与单 | 德邦证券 | 王华炳 | | 位名称 | 长江证券 | 李博文 | | 与人员 | 国金证券 | 陈屹 | | 姓名 | 中信建投 东吴证券 | 周舟 陈孜文 | | | | | | 时间 2024 | 年 12 月 18 | 日 15:00 - 16:30 | | | | 地点 ...
鹏鹞环保(300664) - 鹏鹞环保投资者关系管理信息
2024-12-12 23:03
证券代码:300664 证券简称:鹏鹞环保 鹏鹞环保股份有限公司 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) | | | 国金证券 | 任建斌 | | 参与单位 | 涌融私募基金 | 梅翔 | | 名称与人 | 中财投资 | 杨旭 | | | 招商信诺资产 | 陈江威 | | 员姓名 | 前海鸿富基金 | 彭卫 | | | 涌乐投资 | 杨润泽 | | | 远希私募基金 | 高志强 | | | 浙商证券资管 | 王圆 | | | | | | | 链友资本 | 杨晋 | | | | | | | 山西证券 | 杨杰 | | | | | | | 果行资本 | 宋海亮 | | | | ...
鹏鹞环保(300664) - 鹏鹞环保投资者关系管理信息
2024-12-11 08:58
证券代码:300664 证券简称:鹏鹞环保 鹏鹞环保股份有限公司 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 ...
鹏鹞环保20241210
21世纪新健康研究院· 2024-12-10 16:25
Key Points Industry and Company * **Company**: Unity Red Leaf Petrochemical Co., Ltd. * **Industry**: Biofuels, specifically biodiesel and bio-jet fuel * **Project**: Conversion of a white oil hydrotreating project into a bio-materials project Core Views and Arguments * **Initial Investment**: Approximately 120 million RMB for technical upgrades and equipment. * **Production Costs**: * Full cost of production: $1.9 billion * Raw material cost: $900 million * Labor cost: 10 million RMB per month * Rent: 100 million RMB per month * Storage cost: 3 million RMB * Total: 360 million RMB per year * **Revenue**: * Total production capacity: 100,000 tons per year * Total yield rate: 82% * SARP yield rate: 55% * HVO yield rate: 14% * Bio-hydrogen oil yield rate: 13% * **Market Price**: * SAPP price: $1,600 - $1,680 per ton * Bio-jet fuel price: $1,600 - $1,700 per ton * **Strategic Focus**: * Prioritize technology and operational stability * Focus on domestic market initially * Explore opportunities for expansion and replication Other Important Points * **Technical Challenges**: * Catalysts and process technology are critical for continuous operation and high yield rates. * Current production capacity is limited by catalysts and process technology. * **Raw Material Sourcing**: * Sourcing from various regions in China. * Focus on high-quality feedstock to minimize equipment impact. * **Sales**: * Currently in talks with domestic and international customers. * Prioritize domestic customers initially. * **Government Support**: * Received support from local government for the project. * Government involvement in project financing and operation. * **Future Outlook**: * Expecting market demand to increase due to regulatory requirements and environmental concerns. * Optimistic about the future of the biofuels industry.
鹏鹞环保(300664) - 鹏鹞环保投资者关系管理信息
2024-12-10 09:56
证券代码:300664 证券简称:鹏鹞环保 鹏鹞环保股份有限公司 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 | 姓名 单位 | | | | 袁理 | 东吴证券研究所 | | 名称与人 | 陈孜文 | 东吴证券研究所 | | 员姓名 | 胡坤 | 中庚基金 | | | 李心宇 | 复星保德信 | | | 何相事 | 宝盈基金 | | | 刘琳 | 天虫资本管理有限公司 | | | 闫慧辰 李云丰 | 红杉 PIPE 上海九祥资产管理有限公司 | | | 田超平 | 循远投资 | | | 魏鑫 | 北京橡果资产管理有限公司 | | | 黄彤 | 绿色发展基金私募股权投 ...
鹏鹞环保(300664) - 鹏鹞环保投资者关系管理信息
2024-12-05 10:13
证券代码:300664 证券简称:鹏鹞环保 鹏鹞环保股份有限公司 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 | 平安基金 | 李洋 | | | | | | 名称与人 员姓名 | 国金证券 | 陈屹 | | ...
鹏鹞环保(300664) - 鹏鹞环保投资者关系管理信息
2024-12-04 10:08
证券代码:300664 证券简称:鹏鹞环保 鹏鹞环保股份有限公司 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 | 财通基金 | 徐婧华 | | | 景顺长城 | 陈渤阳 | | 名称与人 | 景顺长城 | 范顺鑫 | | 员姓名 | 国金证券 | | | 时间 2024 | 年 12 月 04 | 15:00 - 17:00 地点 鹏鹞环保股份有 ...
鹏鹞环保(300664) - 鹏鹞环保投资者关系管理信息
2024-12-03 12:17
证券代码:300664 证券简称:鹏鹞环保 鹏鹞环保股份有限公司 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 名称与人 | 中邮基金 新华资产 | 周戈惟 罗立炜 | | | 国金证券 | 陈屹 | ...
鹏鹞环保(300664) - 鹏鹞环保投资者关系管理信息
2024-12-02 11:11
证券代码:300664 证券简称:鹏鹞环保 鹏鹞环保股份有限公司 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 | 华夏久盈 陈航 国寿资产 | 张祖贤 | | 名称与人 | 国寿资产 龚诚 | | | | ...
鹏鹞环保20241129
2024-12-02 06:56
Key Points Company Overview 1. **Company Name and Industry**: Pong Pei Environmental Protection Co., Ltd., specializing in water supply and wastewater treatment, as well as biodeisel production. 2. **Establishment and History**: Founded in 1984, with a history of over 40 years in the environmental industry. 3. **Profitability**: Average annualized net profit of around 2.9 billion yuan over the past five years. 4. **Business Segments**: Water supply and wastewater treatment, engineering construction, equipment manufacturing and sales, investment, and new energy (biodeisel production). Biodeisel Production 5. **Market Attention**: High market attention since producing qualified SARP products on September 3. 6. **Production and Sales**: Started producing HVO in March 2020, with sales primarily targeting the European Union. 7. **Price and Profitability**: Current production cost is around 1900 USD per ton, with potential for further cost reduction through technology upgrades. 8. **Market Demand**: Estimated demand for HVO in the European Union is around 1.5 million tons, with domestic demand expected to grow due to policy guidance. Water Supply and Wastewater Treatment 9. **Revenue and Profit**: Revenue from water supply and wastewater treatment reached over 5 billion yuan in the first three quarters, with a net profit of 328 million yuan. 10. **Profitability**: High profitability due to the investment and operation model, with low costs and high efficiency. Technology and Innovation 11. **Biodeisel Production Technology**: Utilizes a domestic technology package with lower raw material requirements compared to international counterparts. 12. **Continuous Production**: Aim to achieve continuous production of HVO with a theoretical cycle of 8 months, with actual maintenance taking around 1-2 months. Future Outlook 13. **Expansion Plans**: Plans to expand production capacity based on market conditions and demand. 14. **Strategic Focus**: Focus on sustainable development and environmental protection, with a long-term commitment to the biodeisel industry. Risks and Challenges 15. **Market Fluctuations**: Potential risks from market fluctuations and policy changes. 16. **Competition**: Intense competition in the biodeisel industry, both domestically and internationally. 17. **Technological Innovation**: Continuous investment in research and development to improve production efficiency and reduce costs.