证券代码：301131 证券简称：聚赛龙 广州市聚赛龙工程塑料股份有限公司 投资者关系活动记录表 编号：2025-006 | | √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（） | | 参与单位名称及人 | 山西证券 | | 员姓名 | 粤财中银基金 | | | 南粤银行 | | 时间 | 2025 年 6 月 13 日（周五）上午 10:30~11:30 | | 地点 | 公司会议室 | | 上市公司接待人员 | 董事会秘书吴若思 | | 姓名 | 证券事务代表熊艳 | | | 投资者提出的问题及公司回复情况 | | | 1、公司目前产能达到多少？ | | | 公司目前有华南、华东、西南三个生产基地，公司华南从化总部 | | | 设计产能 20 万吨，截至目前产能利用率已经达到 80%；华东生产基地 | | | 设计产能为 10 万吨左右，随着 2025 年年中的完工，将会逐步释放 30% | | 投资者关系活动主 | 的产能；公司西南生产基地尚在建设期，现阶 ...

Group 1 - The green low-carbon environmental industry promotion conference was held in Chongqing, attracting over 130 enterprises and signing 17 cooperation projects with a total investment of 10.34 billion yuan [1] - The newly established Chongqing low-carbon environmental service industry cluster focuses on green low-carbon circular economy and aims to build a national-level environmental big data platform and a world-class environmental product service platform [2] - The investment demand in the green low-carbon sector is the highest, amounting to approximately 31 billion yuan, with specific projects including zero-carbon park construction and green low-carbon power grid projects [1] Group 2 - The "Nine Treatments" initiative is a key strategy for building a beautiful Chongqing, with significant investment needs in water treatment (24.3 billion yuan), air treatment (8 billion yuan), soil treatment (2.8 billion yuan), and waste treatment (4.5 billion yuan) [1] - The Chongqing ecological environment bureau reported an average energy consumption growth rate of 2.4% since the 14th Five-Year Plan, supporting an average economic growth rate of 5.6% [2] - The conference is expected to enhance communication and cooperation in ecological and environmental work, creating broader collaboration opportunities [2]

Core Viewpoint - The signing of a project for a 300,000-ton annual production base of fully biodegradable materials by Tongliao Economic and Technological Development Zone and Beijing Dayou Yulin Group represents a significant investment in sustainable materials and green technology [1] Investment and Economic Impact - Beijing Dayou Yulin Group plans to invest 2 billion yuan in the development zone for the construction of the production base [1] - The project will cover an area of 1,000 acres and aims to achieve an annual output value of 5 billion yuan and generate tax revenue of 350 million yuan [1] - The project is expected to create 500 jobs upon completion [1] Project Details - The first phase of the project, which includes a production line for 100,000 tons of fully biodegradable materials, is scheduled to commence construction in June of this year and be completed by the end of June 2026 [1] - The main raw material for the project will be traditional biodegradable plastic PBAT, supported by plant fiber ultrafine pulverization technology [1] - The production will focus on agricultural films, shopping bags, packaging materials, and various engineering plastics, emphasizing excellent performance and low carbon footprint [1] Environmental and Industrial Significance - The establishment and large-scale application of this project will promote the industrialization of fully biodegradable composite materials in the development zone and Tongliao City, reducing white pollution and advancing the green low-carbon environmental industry [1] - The project aligns with the development zone's strategy of strengthening and expanding the industrial chain, marking a new addition to the new materials industry chain [1] - It supports rural revitalization and embodies the principle of "lucid waters and lush mountains are invaluable assets" through multi-field integrated development [1]