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新 和 成(002001) - 2025年6月26日投资者关系活动记录表
2025-06-27 06:00
证券代码:002001 证券简称:新和成 编号:2025-008 | 最终确定产业化,新材料产品下游应用广阔,未来发展前景较好。 | | --- | | 6、黑龙江基地目前的经营情况如何? | | 答:黑龙江基地定位为生物发酵产品,积极践行公司"生物 | | +"战略,目前已布局维生素 C、辅酶 Q10、维生素 B5、B12 以 | | 及丝氨酸、胱氨酸、色氨酸等氨基酸类产品。目前公司通过技改 | | 提升和管理创新降本增效,丰富产品线、布局新产品、产品共线 | | 设计等方式提升利用率,整体效益改善明显。未来,公司将不断 | | 布局生物发酵类新产品,品类也将从营养品、氨基酸扩展到香料、 | | 新材料等。 | | 7、黑龙江基地拓展新产品主要聚焦于哪个方向? | | 答:黑龙江基地以生物发酵产品为核心发展领域,新产品坚 | | 持技术优先,通过系列化、规模化、高附加值化布局,紧密围绕 | | 现有业务板块的产业链延伸,着力与已有产业形成协同联动效 | | 应,推动技术与产品的深度融合。此外,公司建有生物发酵研究 | | 院,充分内联外合、开放合作,积极布局前沿生物科技,致力于 | | 打造公司"生物+"平 ...
新 和 成(002001) - 2025年6月5日投资者关系活动记录表
2025-06-06 05:50
Group 1: Company Overview and Strategy - The company operates under two main technology platforms: "Chemical+" and "Biological+" [3] - The focus is on expanding the biological fermentation product line, including vitamins and amino acids [3][4] - The company aims to develop new products in the fields of nutrition, new materials, and flavoring agents [6] Group 2: Financial Performance - The flavor and fragrance segment achieved a revenue of 3.916 billion RMB in 2024, representing a year-on-year growth of 19.62% [4] - Cumulative dividend payments have reached 15.5 billion RMB, with a payout ratio of 30%-50% of annual net profit [8] - The company has implemented two cash dividends in 2025, totaling 2 RMB and 5 RMB per share [8] Group 3: Investment and Development - The company is investing in high-performance polymers and key intermediates, with applications in automotive and electronics [4] - A new liquid methionine project is in the trial production preparation stage [5] - The Tianjin nylon new materials project is awaiting approval for construction [5] Group 4: Market Expansion and Global Strategy - The company exports to over 100 countries, with more than 50% of sales coming from international markets [6] - Plans for overseas factories are being considered, with existing subsidiaries in regions like Hong Kong, Singapore, and Germany [6] Group 5: Innovation and Competitive Position - The company emphasizes innovation and collaboration to enhance product competitiveness [6] - It aims to achieve domestic production of key products like vitamins E and A, contributing to industry transformation [6] - The company is focused on deepening its product matrix and expanding its market presence [6]