BeiyuanGroup(SH:601568) Jing Ji Guan Cha Wang·2026-02-13 10:17Core Viewpoint - The company is adjusting its related party transactions and advancing green technology research and carbon neutrality transformation. Group 1: Related Party Transactions - The company’s board approved an adjustment to the expected daily related party transactions for 2026, totaling 15.307 billion yuan, with the proposal submitted for shareholder review on February 11, 2026 [2]. Group 2: Project Advancement - The board has approved plans for technological upgrades, equipment renewal, technological innovation, and information technology projects aimed at enhancing production efficiency and facilitating low-carbon transformation, which may impact the company's medium to long-term competitiveness [3]. Group 3: Product Development Progress - The company is promoting the large-scale application of mercury-free PVC catalytic technology and is collaborating with research institutions to prepare for pilot testing of carbon dioxide hydrogenation to aviation kerosene technology, which could become a future business highlight [4]. Group 4: Industry Policy and Environment - The cancellation of the PVC export tax rebate policy in April 2026 is noted, with the company stating that its PVC export proportion is limited, and the overall impact is manageable, though industry supply and demand changes should be monitored [5]. Group 5: Future Development - The company is continuously exploring hydrogen coupling and green electricity substitution paths, with a 300MW photovoltaic project already in operation and ongoing research into energy storage technology to build an integrated "source-grid-load-storage" system [6].