Group 1 - The core viewpoint of the news is the successful installation of the ammonia synthesis tower, a key component of the second phase of the Jingyuan Coal Power Clean and Efficient Gasification Project, which highlights the manufacturing capabilities of Lu'an Chemical Machinery [1] - The ammonia synthesis tower has a diameter of 2.42 meters and a height of 27.627 meters, indicating its complexity and significance in the gasification project [1] - Lu'an Chemical Machinery organized personnel to address key challenges and optimized production resources to ensure timely delivery of the equipment, implementing a 24-hour shift system to maintain continuous operations [1] Group 2 - The total investment for the Jingyuan Coal Power Clean and Efficient Gasification Project is 5.425 billion yuan, located in the Gansu Baiyin High-tech Industrial Park, covering an area of 839 acres [2] - The project primarily uses Jingyuan coal as raw material and employs technologies such as pulverized coal pressurized gasification, isothermal conversion, and Claus sulfur recovery to produce various products including ammonia, methanol, urea, melamine, and urea ammonium nitrate solution [2] - The project also aims to provide high-quality hydrogen and carbon monoxide to other chemical enterprises in the Yindong Industrial Park, promoting the development of a circular economy in the area [2]

证券研究报告 公司研究 郭雪 环保公用联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] "装备制造+气体运营"双引擎发展，海外订 单占比已近 40% [Table_ReportType] 公司点评报告 [Table_StockAndRank] 中泰股份(300435.SZ) 投资评级 —— 上次评级 —— [Table_ReportDate] 2025 年 08 月 26 日 [Table_S 事件：公司ummar 发布y] 2025 年半年报，2025H1 公司实现总营业收入 13.02 亿元， 同比减少 4.79%；实现归母净利润 1.35 亿元，同比增长 9.14%；实现扣非 归母净利润 1.26 亿元，同比增长 6.02%。 点评： [Table_Author] 化工行业： [Table_OtherReport] 执业编号：S1500524100001 邮 ...

a 中集安瑞科控股有限公司 CIMC Enric Holdings Limited (Stock code: 3899.HK) 中期業績發佈會 2025Interim Results Presentation English 2025.8.27 Contents 7,876 9,626 1,297 2,307 1,111 1,877 11,480 12,614 1H2024 1H2025 Unit: RMB million Clean Energy +22.2% Clean Energy Chemical & Environmental Liquid Food China 56.1% Overseas 43.9% Revenue Breakdown by Segment Revenue Breakdown by Location 14.9% 76.3% 8.8% *All financial data currency is in RMB 3 Net Profit and Annualised ROE Growth YoY 504 486 581 562 Combined Net Profit Profit ...

Group 1 - The company, Lu'an Chemical Machinery, has successfully shipped 8 pieces of equipment for a propane dehydrogenation project to Russia, marking the second batch of exports to the Russian market [1] - A total of 15 pieces of equipment have been contracted for the Russian propane dehydrogenation project, with 11 already delivered [1] - The largest piece in this shipment is the raw material dryer, measuring 2.3 meters in diameter and 13.15 meters in length, highlighting the high precision quality requirements set by the client [1] Group 2 - Lu'an Chemical Machinery aims to leverage international market opportunities by accurately identifying overseas user needs and accelerating the development of green products related to hydrogen energy and energy storage [2] - The company is focused on enhancing its core capabilities and competitiveness to provide high-quality products and set an industry benchmark [2] - The goal is to establish itself as a leading domestic and internationally recognized high-end energy and chemical equipment supplier and service provider [2]