移动源脱硝分子筛

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中触媒分析师会议-20250821
Dong Jian Yan Bao· 2025-08-21 13:43
Group 1: Report Basic Information - The report is about a research on Zhongchumei, a company in the chemical raw materials industry [17][24] - The research date is August 21, 2025, and the company's management team including the chairman, general manager, directors, vice - general managers, board secretary, financial director, and independent director received the investors [17] - The participating institutions are online investors who participated in the performance briefing [20] Group 2: Company Performance and Business Highlights - In the first half of 2025, the company's revenue was 461.1298 million yuan, a year - on - year increase of 16.46%, and the net profit attributable to shareholders of the listed company was 126.8297 million yuan, a year - on - year increase of 31.52%. The growth was mainly due to the stable increase in orders of mobile source denitration molecular sieves sold to BASF, the breakthrough in sales volume of titanium - silicon series propylene oxide catalysts, and the increase in sales volume of pyridine catalysts [24] - The downstream products of the company's propylene oxide catalysts include polyurethane and propylene glycol, and the end - products can be widely used in furniture, home appliances, automobiles, coatings, etc. The HPPO process catalyst developed by the company based on titanium - silicon molecular sieve technology has high selectivity, high activity, good stability, and long service life. The company is one of the few domestic enterprises capable of providing a full - process technological solution for HPPO - method propylene oxide and has achieved commercial application in major domestic production facilities [24][25] Group 3: Company's Future Plans - The company continuously monitors market dynamics, and will make prudent decisions on capital operation matters according to its development strategy and market conditions. It will actively explore high - quality enterprises in the upstream and downstream industries related to its main business and disclose relevant information in a timely manner [26] - Since its listing, the company has been strengthening its main business. It will enhance its core competitiveness, communicate with investors, conduct profit distribution, share repurchase, and controlling shareholder shareholding increase to show confidence in future development. It will also take effective measures to improve shareholder returns based on market demand and its own strategy [26]
中触媒业绩说明会:上半年销售给巴斯夫的移动源脱硝分子筛订单数量稳定增长
Zheng Quan Shi Bao Wang· 2025-08-21 07:11
中触媒(688267)8月21日召开2025年半年度业绩说明会,公司管理层主要成员就2025年半年度的经营成 果、财务状况,与投资者进行了沟通交流。 中触媒主要从事特种分子筛及催化新材料产品的研发、生产、销售及化工技术、化工工艺服务。2025年 上半年,中触媒实现营业收入4.61亿元,同比增长16.46%;净利润1.27亿元,同比增长31.52%;基本每 股收益0.72元。 "上半年公司销售给巴斯夫的移动源脱硝分子筛订单数量稳定增长,在此基础上公司钛硅系列环氧丙烷 催化剂产品实现销量突破,新客户的开发提升了该产品的订单数量,同时吡啶催化剂产品销量较去年增 多,为公司收入利润带来新的增长点。"中触媒在业绩说明会上表示。 中触媒此前曾表示,公司将持续深化与全球客户及合作伙伴的战略协同,通过技术协同创新与资源整 合,巩固并拓展核心业务市场份额,提升品牌价值与市场竞争优势。另外,公司致力于深度布局半导 体、光伏等战略新兴领域的高纯硅铝材料研发,构建以市场需求为导向的技术壁垒与产品矩阵,培育第 二增长曲线。 据中触媒介绍,公司环氧丙烷催化剂下游产品包括聚氨酯、丙二醇等,终端产品可广泛应用于家具、家 电、汽车、涂料等。公 ...