Group 1: Business Performance and Market Conditions - In 2024, the chemical new materials business faced significant losses due to a slowdown in ethylene demand and high production costs, particularly from the naphtha cracking route [3] - The industrial water treatment business is projected to grow by 53.16% in 2024, driven by the advancement of the Qinghai salt lake resource project and other ongoing projects [5] - The company aims to improve profit margins in the chemical new materials sector by focusing on cost reduction and enhancing product quality [3] Group 2: Strategic Initiatives and Innovations - The company is accelerating investment and renovation projects, with the first phase of the Jieyang C4 and C5 project nearing completion, transitioning to production preparation [3] - The hazardous waste treatment business is developing advanced technologies for high-concentration organic wastewater, achieving high removal rates for pollutants [6] - The company is optimizing its carbon five hydrogenation and separation processes to enhance product yield and quality [6] Group 3: Future Development and Market Trends - The company plans to leverage its dual focus on chemical new materials and environmental protection to create synergies and reduce operational risks [5] - The industrial water treatment sector will benefit from stricter environmental regulations and increased government support for ecological initiatives [5] - The renewable energy business is exploring new applications for lithium resource extraction technologies, aiming for high-quality development [7]

扬州晨化新材料股份有限公司 投资者关系活动记录表 编号：2025-004 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 参加晨化股份 2024 年度网上业绩说明会的投资者 时间 2025 年 4 月 30 日 15：00—17：00 地点 全景网"投资者关系互动平台"（http://ir.p5w.net） 上市公司接待人 员姓名 董事长、总经理 于子洲 副总经理、财务总监 成 宏 董事、副总经理、董事会秘书 吴达明 独立董事 梁莲花 投资者关系活动 主要内容介绍 1、领导，您好！我来自四川大决策请问公司使用环氧丙烷的产 品有哪些？环氧丙烷收入占比多少？ 尊敬的投资者，您好。公司使用环氧丙烷的产品有聚醚、聚醚胺、 阻燃剂；环氧丙烷采购额约占 2024 年营业收入的 13%。谢谢您的关 注。 2、公司股票结果怎么跟僵尸差不多。 尊敬的投资者，您好。公司将持续优化经营策略,提升盈利能力， 将公司经营业绩作为市值管理工作的核心，持续提升公司价值。在做 好经营管理的同时，重视与股东及广大投资者保持有效的沟通，提升 资 ...

Core Viewpoint - The company, Shandong Dawn Polymer Materials Co., Ltd., is actively expanding its business through acquisitions, aiming to enhance its position in the chemical new materials sector by integrating upstream and downstream resources [1][2]. Group 1: Acquisition Details - On April 23, the company announced the acquisition of 100% equity in Anhui Bost New Materials Co., Ltd. for 33 million yuan [1]. - On April 29, the company revealed plans to acquire 100% equity in Shandong Dawn Titanium Industry Co., Ltd. for 1.43 billion yuan through a combination of share issuance and cash payment [1]. - The acquisition aims to support the company's green titanium dioxide project and enhance its product offerings in functional polymer composite materials [1]. Group 2: Strategic Goals - The company aims to create a high-performance, high-return chemical new materials listed company by accelerating integration in quality-related fields [1]. - The main products of the company include thermoplastic elastomers, modified plastics, color masterbatches, biodegradable materials, and copolyester materials, which will complement the titanium dioxide products from Dawn Titanium [1]. - The collaboration with Beijing University of Chemical Technology will leverage technological reserves from both companies to drive breakthroughs in strategic fields such as photovoltaic industry and defense [1]. Group 3: Industry Trends - The company recognizes a trend towards closer integration of organic and inorganic chemicals to meet diverse functional demands in new materials [2]. - Industry experts suggest that the acquisition represents a move towards "functional integrated new materials," breaking down material boundaries [2]. - The company plans to continuously absorb and integrate quality resources within the chemical new materials concept to achieve its strategic vision [2].

谈及经营情况，中化国际阐述，2024年，国内化工行业供需持续承压，竞争进一步加剧，主要化工品行 业延续低迷，产品价格依旧在低位徘徊。在持续承压中，公司董事会和管理层积极应对，聚焦材料科学 核心主业，全力推进提质增效，持续优化现金流及营运资金管控体系，严控经营风险；稳步推进重大战 略项目，连云港碳三项目稳步爬坡，促进剂、芳纶项目按期推进；持续深化改革，聚焦科技创新，全面 提升经营质量。 具体来看，公司多个主业战略项目逐步建成。其中，在化工新材料领域。2024年，公司投资的首个百亿 级战略项目——连云港碳三一体化项目在年内实现了全线贯通；该项目一季度开工率环比明显提升，其 中核心装置PDH开工率达100%，主要原料及能源消耗环比下降，同时公司积极压降能源价格，实现显 著节降。 在聚合物添加剂产业链领域。中化国际下属企业圣奥泰国2.5万吨/年橡胶防老剂工厂已实现产业国际化 布局。同时公司在2024年顺利推进促进剂项目，实现投料试车，在清洁化水平、成本控制等方面具有较 大优势，进一步推动防老剂和促进剂"双核心"驱动的添加剂业务版图发展。 据介绍，目前，公司已构筑具有自主技术及一体化发展优势的环氧树脂、聚合物添加剂、工 ...

①化工新材料：核心增长引擎 公司化工新材料产品包括 聚碳酸酯（PC）、尼龙 6、己内酰胺、多元醇（正丁醇、辛醇、新戊二醇等）、有机硅材料和氟材料（六氟丙烯、聚全氟乙 丙烯、聚四氟乙烯、二氟甲烷等） 。报告期内， 己内酰胺·尼龙 6 一期工程 开车成功满负荷运行， 40万吨有机硅项目 顺利打通全流程， 24万吨乙烯 下游一体化项目 、 15 万吨丙酸等项目 有序推进， 30万吨双氧水装置 恢复生产。 报告期内， 化工新材料板块营收203.66亿元，同比增长26.83%，占总营收68.43% ，毛利率16%（同比+1个百分点） ②基础化工：价格承压，营收下滑 【DT新材料】 获悉，4月26日， 鲁西化工 发布公告，2025年第一季度，公司实现营业收入为72.90亿元，同比上升7.96%；归母净利润为4.13亿元， 同比下降27.30%；扣非归母净利润为3.84亿元，同比下降33.81%。 | | 本报告期 | 上年同期 | 本报告期比上年同 | | --- | --- | --- | --- | | | | | 期增减(%) | | 营业收入(元) | 7,289,926,095.44 | 6,752,410,7 ...