移动源脱硝分子筛

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中触媒:巩固并拓展核心业务市场份额 培育第二增长曲线
Zheng Quan Shi Bao Wang· 2025-06-13 11:35
在谈及公司铁钼法金属催化剂的特点及市场地位时,中触媒表示,公司铁钼法甲醇制甲醛催化剂的生产 成本较进口产品较低,同时具有反应效率高、供货周期短等优势,节省了下游甲醛相关企业的综合运营 成本。该产品已成功通过万华化学(600309)的验证测试,并签署了复购合同。随着下游客户的增加, 公司铁钼法甲醇制甲醛催化剂得到了市场的广泛认可,这也打破国外大型化工公司长期垄断的局面,为 实现国产替代奠定了良好的基础。 公司固定源脱硝分子筛产品主要应用于工业固定源尾气氮氧化物(NOx)净化领域。该产品可实现对钢 铁、电力、建材(玻璃、水泥、陶瓷等)、焦化等典型工业场景尾气污染物的高效催化脱除。随着国内生 产排放标准趋严,公司固定源脱硝分子筛产品市场将实现更多放量。 "预计2025年公司移动源脱硝分子筛系列产品、环氧丙烷催化剂以及甲醇制甲醛催化剂将会有较多增 量。"中触媒称。 中触媒(688267)6月13日披露投资者关系活动记录表,公司当天接待了华泰证券、长江证券、国信资管 等10家机构投资者的调研。 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。公司主 要产品分类为特种分子筛及催化剂系列 ...
【私募调研记录】仁桥资产调研中触媒
Zheng Quan Zhi Xing· 2025-05-30 00:13
Group 1 - The core viewpoint of the article highlights the recent research conducted by Renqiao Asset on a listed company, focusing on the growth potential of mobile source denitration molecular sieve products, particularly in the European and American markets under strict emission standards [1] - The company, Zhongchumei, reported a revenue of 199 million yuan in Q1 2025, representing a year-on-year growth of 0.05%, and a net profit of 40.71 million yuan, which is a 16.10% increase [1] - The research team at Zhongchumei consists of 143 members, including 5 PhDs and 13 Masters, and the company has implemented various incentive measures [1] Group 2 - Zhongchumei is actively managing its market value through share buybacks, increased holdings by controlling shareholders, and cash dividends [1] - The replacement cycle of mobile source denitration molecular sieve products depends on driving mileage and fuel quality, ensuring that exhaust emissions meet standards [1]