ZJJH(SH:600160) Zhong Guo Hua Gong Bao·2025-12-31 03:34Core Viewpoint - Juhua Group, a leading chemical enterprise in China, is undergoing a significant transformation through technological innovation and digitalization to address challenges in the chemical industry, including green transformation and high-end material production [1][4][19]. Group 1: Company Overview - Founded in 1958, Juhua Group has evolved from a basic chemical raw material producer to the largest fluorochemical manufacturing base in China and a leader in the petrochemical industry in Zhejiang Province [1]. - The company has established a new production capacity cultivation path through technological breakthroughs and digital empowerment, enhancing organizational efficiency [1]. Group 2: Technological Innovations - Juhua Group has developed core technologies for immersion cooling liquids, significantly reducing energy consumption in data centers, achieving a PUE value of 1.07, and potentially saving 1,000 billion kilowatt-hours of electricity nationwide [4][5]. - The company has successfully created a domestic high-performance cooling liquid, filling a gap in the market and achieving performance metrics comparable to international competitors [5][6]. - Juhua Group's patented production method for 2,3,3,3-tetrafluoropropene, a refrigerant alternative, has significant environmental benefits, reducing greenhouse gas emissions by 97% [6]. Group 3: Digital Transformation - The "Three Zero" initiative aims to achieve zero manual intervention, zero backup machines, and zero distance in operations, enhancing automation and efficiency [10][11][12]. - The company has reduced the number of operators per device from four to one, decreasing the total number of operators by 60% and reducing accident rates by 80% [10]. - Juhua Group has implemented an AI-driven management system to optimize production processes, significantly improving operational efficiency [10][14]. Group 4: Industry Leadership and Market Position - Juhua Group is recognized as a leader in the fluorinated refrigerant industry, focusing on low-carbon innovations and the development of environmentally friendly refrigerants [7]. - The company has established a comprehensive solution for immersion cooling, extending its applications to energy storage and 5G base stations, showcasing its market competitiveness [6][8]. - Juhua Group's integrated production facility for PDO/PTT has broken foreign monopolies, providing a stable domestic source for high-end textile and new material industries [7][8]. Group 5: Future Development and Strategic Goals - Juhua Group is investing 41 billion yuan in a high-performance silicon-fluorine new material project in Gansu, marking a significant industrial investment in the region [18]. - The company aims to become a world-class leading enterprise in the petrochemical industry, contributing to the transformation and upgrading of the sector through cross-regional collaboration and multi-base operations [19].