证券代码：000703 证券简称：恒逸石化 恒逸石化股份有限公司投资者关系活动记录表 编号：20250514 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访  业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 （请文字说明其他活动内容） | | 参与单位名称 | 参与公司 年年度网上业绩说明会的投资者 2024 | | 及人员姓名 | | | 时间 | 年 月 2025 5 14 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 | 董事长、总裁：邱奕博 | | 人员姓名 | 副总裁、董事会秘书、财务总监：郑新刚 | | | 公司于 年 月 日 2025 5 14 15:00-17:00 在全景网"全景•路 | | | 演天下"（http://rs.p5w.net）举行 2024 年年度网上业绩说明 | | | 会。本次业绩说明会采用网络远程的方式举行，问答环节主 | | | 要内容如下： | | | 1、领导，您好 ...

证券代码：000703 证券简称：恒逸石化 恒逸石化股份有限公司投资者关系活动记录表 编号：20250429 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访  业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 （请文字说明其他活动内容） | | 参与单位名称 | 申万宏源证券、国信证券、南方基金、中信证券、壹拾资产、 | | 及人员姓名 | 青骊资产、度势投资、农银汇理基金、五矿信托（以上排名 | | | 不分先后） | | 时间 | 2025 年 4 月 29 日，9：00—10：00 | | 地点 | 电话会议 | | 上市公司接待 | 证券事务代表：赵冠双 | | 人员姓名 | | | | 一、公司基本经营概况 恒逸石化（股票代码：000703.SZ）作为全球领先的"炼 | | | 油—化工—化纤"全产业链一体化龙头企业，始终秉持"一 | | | 滴油，两根丝"的战略定位，通过文莱炼化项目的前瞻性布 | | | 局，成功打通从原油加工到化纤产品的全产业链闭环，构建 | | 投 资 者 关 系 活 ...

Group 1: Company Overview - Hengyi Petrochemical Co., Ltd. is a leading integrated enterprise in the "refining-chemical-fiber" industry chain, focusing on a strategic positioning of "one drop of oil, two strands of silk" [3] - The company has established a unique dual-main business model of "polyester + nylon" through the Brunei refining project, achieving a closed-loop from crude oil processing to fiber products [3] - As of December 31, 2024, the company reported total assets of CNY 1,075.29 billion and net assets attributable to shareholders of CNY 247.42 billion [3] Group 2: Financial Performance - In 2024, the company achieved total operating revenue of CNY 1,254.63 billion and a net profit attributable to shareholders of CNY 2.34 billion [3] - The net cash flow from operating activities increased by 32.33% year-on-year [3] Group 3: Market Outlook - Southeast Asia is projected to be the largest net importer of refined oil due to insufficient infrastructure investment, despite having rich oil and gas resources [4] - The region's oil demand is expected to rise from 5 million barrels per day to 6.4 million barrels per day by 2035, with Southeast Asia anticipated to account for 25% of global energy demand growth in the next decade [4][5] Group 4: Polyester Industry Trends - The company holds a leading position in polyester production, with a diversified product range including long fibers, short fibers, and chips [7] - Domestic retail sales in China are expected to grow by 3.5% in 2024, with online retail sales increasing by 7.2%, driving demand in the textile and apparel sectors [7] - The net new capacity for polyester filament in 2024 is projected to be only 105,000 tons, indicating a significant slowdown in production growth [7] Group 5: Key Projects and Innovations - The company is advancing the "Qinzhou Project," which aims for an annual production capacity of 1.2 million tons of caprolactam and nylon, with the first phase expected to be operational by 2025 [8] - In 2024, the company invested CNY 764 million in R&D, with a workforce of 1,089 researchers, 21.67% of whom hold master's or doctoral degrees [9] - The company submitted 226 invention patent applications in the reporting period and has a total of 502 effective patents as of the end of 2024 [9] Group 6: Strategic Goals - The company aims to implement the "Technology Hengyi" strategy, focusing on green manufacturing and circular economy principles, with increased R&D investment in advanced materials and technologies [10] - The goal is to become a technology leader in the industry by developing world-class integrated refining and chemical products [10]