Project Overview - The company has obtained project registration for the "End Amino Polyether Technical Transformation Project" from the Zibo Administrative Approval Service Bureau on June 3, 2025 [1] - The project will enhance the existing 40,000 tons/year end amino polyether production facility to a total capacity of 100,000 tons/year, adding 60,000 tons/year of end amino polyether and approximately 100,000 tons/year of ammonia water as a byproduct [1][4] - The project will utilize existing industrial land and will not require additional land acquisition [1] Financial and Operational Details - The total investment for the project is 200 million yuan, funded through self-owned or self-raised capital [2] - The project is scheduled to commence in 2025 and conclude in 2026 [2] Internal Review and Impact - The project requires approval from the company's board of directors before implementation [3] - End amino polyether is a crucial chemical raw material with applications in various industries, including wind energy, automotive, and polyurethane, indicating a stable and growing market demand [3] - The project aims to optimize production processes, enhance automation, and improve production efficiency while reducing energy consumption and emissions [4][5] Strategic Alignment - The project aligns with the company's long-term strategic plan to deepen its presence in the new materials sector and diversify its product offerings in the polyurethane field [5]

证券代码：301149 证券简称：隆华新材 山东隆华新材料股份有限公司 投资者关系活动记录表 编号：IR-2025003 | 投资者关系活动类别 | ☐特定对象调研 | ☐分析师会议 | | --- | --- | --- | | | ☐媒体采访 | 业绩说明会 | | | ☐新闻发布会 | ☐路演活动 | | | ☐现场参观 | | | | ☐其他（请文字说明其他活动内容） | | | 参与单位名称及人员 | 线上参与公司2024年度网上业绩说明会的投资者 | | | 姓名 | | | | 时间 | 2025年04月29日 15:00-16:30 | | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 上市公司接待人员姓名 | 副董事长、副总经理、财务总监 齐春青 | | | | 董事、总经理 张萍 | | | | 独立董事 乔贵涛 | | | | 保荐代表人 尹鹏 | | | | 副总经理、董事会秘书 徐伟 | | | 1.关税是否对隆华新材有多大影响？行业发展是否 | | | --- | --- | | 升级优势在哪里？ | | | 答:尊敬的投资者， ...