中触媒分析师会议-20250821

Group 1: Report Basic Information - The report is about a research on Zhongchumei, a company in the chemical raw materials industry [17][24] - The research date is August 21, 2025, and the company's management team including the chairman, general manager, directors, vice - general managers, board secretary, financial director, and independent director received the investors [17] - The participating institutions are online investors who participated in the performance briefing [20] Group 2: Company Performance and Business Highlights - In the first half of 2025, the company's revenue was 461.1298 million yuan, a year - on - year increase of 16.46%, and the net profit attributable to shareholders of the listed company was 126.8297 million yuan, a year - on - year increase of 31.52%. The growth was mainly due to the stable increase in orders of mobile source denitration molecular sieves sold to BASF, the breakthrough in sales volume of titanium - silicon series propylene oxide catalysts, and the increase in sales volume of pyridine catalysts [24] - The downstream products of the company's propylene oxide catalysts include polyurethane and propylene glycol, and the end - products can be widely used in furniture, home appliances, automobiles, coatings, etc. The HPPO process catalyst developed by the company based on titanium - silicon molecular sieve technology has high selectivity, high activity, good stability, and long service life. The company is one of the few domestic enterprises capable of providing a full - process technological solution for HPPO - method propylene oxide and has achieved commercial application in major domestic production facilities [24][25] Group 3: Company's Future Plans - The company continuously monitors market dynamics, and will make prudent decisions on capital operation matters according to its development strategy and market conditions. It will actively explore high - quality enterprises in the upstream and downstream industries related to its main business and disclose relevant information in a timely manner [26] - Since its listing, the company has been strengthening its main business. It will enhance its core competitiveness, communicate with investors, conduct profit distribution, share repurchase, and controlling shareholder shareholding increase to show confidence in future development. It will also take effective measures to improve shareholder returns based on market demand and its own strategy [26]