齐翔腾达(002408.SZ)：目前8000吨/年催化新材料项目已进入试运行阶段

Core Viewpoint - The company plans to focus its capital expenditure in 2026 on optimizing and upgrading its existing industrial chain, enhancing production potential, and increasing the output proportion of high value-added products to strengthen its competitive advantage in niche markets [1] Group 1: Capital Expenditure and Strategy - In 2026, the company will prioritize capital expenditure on existing industrial chain optimization and upgrades through process innovation and equipment modifications [1] - The company aims to improve product process routes and increase the output of high value-added products [1] - A series of low-investment, quick-return projects will be launched to support the company's transformation and differentiated competition [1] Group 2: Industrial Park Integration and Efficiency - The company is actively promoting regional integration of its industrial parks by implementing unified energy management and shared public utilities to reduce overall energy consumption and enhance resource utilization efficiency [1] - The 8,000 tons/year catalytic new materials project has entered the trial operation phase, with efforts to accelerate equipment debugging for stable production [1] Group 3: Competitive Positioning - The completion of the catalytic new materials project will significantly enhance the company's self-supply capability in the high-end catalyst sector, breaking foreign technology monopolies and extending the value chain [1]