Three-V(603033) 证券时报网·2025-02-11 12:14Core Viewpoint - The major shareholder of Sanwei Co., Ltd. plans to increase their stake in the company, reflecting confidence in its future development and long-term investment value [1] Group 1: Shareholder Actions - Wu Shanguo, a shareholder holding over 5% of the company, intends to increase his shareholding by investing between RMB 30 million and RMB 60 million within the next six months [1] - Wu Shanguo has already accumulated a total of 7,145,364 shares from February to August 2024, representing approximately 0.70% of the company, with a total investment of RMB 100.18 million [3] - Currently, Wu Shanguo holds 144,337,588 shares, accounting for 14.00% of the company, making him the second-largest shareholder [3] Group 2: Company Overview - Sanwei Co., Ltd. was established in 1990 and has developed a diversified business layout focusing on the chemical and transportation sectors [1] - The company has established an integrated industrial chain for BDO, covering upstream raw materials, BDO production, and downstream products [1] - The BDO production project in Inner Mongolia has commenced operations, with an initial capacity of 300,000 tons per year, and plans to expand to 900,000 tons per year [1] Group 3: Financial Performance - For the first nine months of 2024, the company produced 141,800 tons of BDO and achieved sales of 138,300 tons, generating revenue of RMB 985 million [2] - The total revenue for the first three quarters reached RMB 3.706 billion, marking a year-on-year increase of 29.6% [2] - The company benefits from self-sufficiency in calcium carbide for BDO production, providing a competitive advantage [2] Group 4: Market Outlook - The BDO market is expected to experience growth due to increasing demand for biodegradable plastics and the implementation of new plastic restrictions [1] - The BDO price is anticipated to rebound as some loss-making companies reduce production and downstream demand improves [2]