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万润股份:公司已与中国石化催化剂有限公司签订《项目合作意向书》
Zheng Quan Ri Bao· 2025-08-28 08:16
证券日报网讯万润股份8月28日在互动平台回答投资者提问时表示,中石化资本基于看好公司发展前景 和长期投资价值,以协议转让方式受让中国节能所持有的部分公司股份,丰富化学领域产业投资布局。 公司已与中国石化催化剂有限公司签订《项目合作意向书》,现已有模板剂、分子筛等产品送样验证, 后续如通过验证并实现供应将为公司该业务领域带来新的增长点。 (文章来源:证券日报) ...
万润股份(002643) - 投资者关系活动记录表20250626
2025-06-26 10:21
Group 1: Shareholder and Buyback Activities - Shareholder Lu Yin Investment's buyback plan has exceeded the lower limit of CNY 125 million, with a target upper limit of CNY 250 million [1] - The company is progressing with a buyback plan of CNY 100 million to CNY 200 million, aimed at reducing registered capital and enhancing earnings per share [1] - The restricted stock incentive plan involves the buyback and cancellation of 7,009,780 shares, currently undergoing creditor announcement procedures [1] Group 2: Strategic Partnerships and Collaborations - The company signed a project cooperation letter of intent with Sinopec Catalyst Co., which will facilitate resource sharing and technical complementarity, aiming for product collaboration in the petrochemical catalyst field by 2025 [3] Group 3: Production Expansion Plans - The company plans to invest no more than CNY 300 million in the C05 project for semiconductor materials and polyimide materials, with a theoretical production capacity exceeding 1,000 tons [4] - Current semiconductor material production capacity is fully utilized, and the project is in the preparatory phase, expected to take about two years for completion after obtaining necessary approvals [4] Group 4: Performance and Project Updates - The company's second-quarter performance will be disclosed in the half-year report scheduled for August 22 [5] - The "Zhongjie Neng Wanrun (Penglai) New Materials Phase I Construction Project" has begun trial production of semiconductor materials, with further product launches dependent on trial progress and downstream customer validation [6][7] Group 5: Research and Development Focus - The company is focusing on material research in solid-state batteries, with no plans to produce batteries, and is currently developing high-purity materials in collaboration with universities [7] - The company is actively developing high-performance polymer products, including thermoplastic polyimide and polyether ether ketone, with some products already in sales and others in market promotion and validation stages [7]