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海科新源:着力绿色转型与全球化,引领多元醇领域创新
301292Hi-Tech Spring(301292) 证券时报网·2024-11-20 10:35

Core Viewpoint - The Chinese fine chemical industry is entering a new wave of high-quality development against the backdrop of "dual carbon" goals and global industrial restructuring, with Haike Xinyuan emerging as a leader in the polyol sector through technological innovation, green development, and global expansion [1] Group 1: R&D and Innovation - Haike Xinyuan's products include carbonate series lithium-ion battery electrolyte solvents, additives, and propylene glycol, with R&D innovation being the core driver of the company's development [2] - The company has established a strong R&D team focused on product performance enhancement, cost optimization, and technical reserves, creating significant technological barriers and supporting future market positioning [2] - Haike Xinyuan has built a comprehensive patent pool covering multiple fields, ensuring the continuous launch of high-value-added products and maintaining a competitive edge in the market [2] Group 2: Green Development - The "dual carbon" goals have made green and sustainable development a central theme for enterprises, with Haike Xinyuan integrating these principles into its entire production process [3] - The company offers high-quality propylene glycol and other fine chemicals to support sustainable development in downstream industries while optimizing resource utilization and reducing environmental impact through green smart factories [3] - Haike Xinyuan has implemented an advanced SAP intelligent management system to enhance production efficiency and reduce energy consumption and carbon emissions [3] Group 3: Integrated Management - Internally, Haike Xinyuan has established a comprehensive process management system that enhances manufacturing efficiency and product quality [4] - Externally, the company focuses on value chain management and has achieved significant operational efficiency through technological innovation and supply chain integration [4] - The integration of internal and external management practices has positioned Haike Xinyuan as a benchmark for efficient operations in the industry [4] Group 4: Market Position and Global Strategy - As a key producer of high-end propylene glycol and its derivatives, Haike Xinyuan has achieved multiple import substitution goals and maintains long-term partnerships with global companies like L'Oréal and Johnson & Johnson [5] - The company is actively pursuing a global strategy, establishing production bases in China and subsidiaries in Europe and America to enhance supply capabilities and meet customer demands [5] - Haike Xinyuan's products are utilized by major automotive clients such as Tesla, BYD, and CATL, reinforcing its leadership position and supporting its international market expansion [6] Group 5: Financial Performance - In the first half of 2024, Haike Xinyuan's overseas revenue reached 346 million yuan, reflecting a year-on-year growth of 13.91%, indicating the effectiveness of its internationalization strategy [6] - The company is expected to leverage its core advantages in R&D, green production, integrated management, and global layout to drive significant growth and contribute to the sustainable development of the global fine chemical industry [6]