凯立新材关联交易获通过 氢能业务进入客户评测阶段

Core Viewpoint - The company has received shareholder approval for related party transactions and is advancing its hydrogen energy business, which is currently in the customer evaluation phase, while the high-performance catalyst project is undergoing equipment debugging and has attracted interest from a well-known private equity firm [1][2][3][4][5]. Group 1: Related Party Transactions - The company held its first extraordinary shareholders' meeting on January 16, 2026, where it approved the proposal for expected related party transactions for 2026, with a total estimated amount of 171.3 million yuan, involving procurement, sales, and labor exchanges [2]. Group 2: Business Progress - The hydrogen energy business is progressing steadily, with ongoing projects in hydrogen production, storage, and applications. As of the first half of 2025, the "hydrogen energy special" project has entered the batch trial production and promotion phase, currently in the customer evaluation stage [3]. Group 3: Project Development - The high-performance alkane dehydrogenation platinum catalyst research and development project is in the batch trial production and production line construction phase, with equipment debugging and trial production ongoing. The estimated annual demand for this project is approximately 1,400 tons, which could bring additional revenue to the company [4]. Group 4: Institutional Research - A well-known private equity firm, Hongcheng Investment, conducted a telephone survey of the company on February 3, 2026, focusing on PVC catalyst sales, BDO catalyst mass promotion, PDH catalyst progress, and the hydrogen energy business. Such surveys often reflect market interest in the company [5].