CNCEC(SH:601117) Mei Ri Jing Ji Xin Wen·2025-10-22 08:16Core Viewpoint - The company has reported stable operations and normal load for several new material projects, indicating a positive outlook for its production capabilities and future growth potential [1][2]. Group 1: Production Status - The company’s phase change material project, Sai Ding Ke, has been running smoothly since its production began at the end of last year [1]. - The Inner Mongolia new material coal-to-ethylene glycol project has been operating at full capacity since its launch in November last year [1]. - The Tianchen Yaolong caprolactam project is running at full capacity, while the Tianchen Qixiang adiponitrile project is operating at 85% capacity [1]. - The Hualu new material aerogel project is also producing at full capacity [1]. - The Tianchen Quanzhou project is ready for operation and is preliminarily planned to start in 2026 due to market conditions [1]. - The Wuhuan Xiangyun phosphorus-fluorine new material project has been completed and is expected to begin trial production by the end of the year [1]. - The Western new material ultra-high molecular weight polyethylene project has been completed but has not yet started formal production [1]. Group 2: Future Plans and Capacity - The company is actively engaging with investors regarding the status of its new materials business, including the construction and production plans for various materials such as adiponitrile, aerogel, caprolactam, PBAT, and propylene oxide [2]. - The company is expected to provide insights into the contribution of each new material category to total revenue and its revenue plans for the new materials segment from 2025 to 2027 [2].