Core Insights - China National Petroleum Corporation (CNPC) has developed key corrosion control technologies for high-sulfur gas fields, achieving breakthroughs in independent intellectual property rights [1] - The new technology addresses the challenges of element sulfur deposition in pipelines, which can lead to blockages, and has resulted in a predictive management system with over 90% accuracy [1] - The team has also successfully localized the application of corrosion inhibitors, reducing costs and usage by 50% compared to international counterparts [2] Group 1 - The technology developed by CNPC includes a predictive model for element sulfur deposition, which improves prediction accuracy and location determination [1] - The corrosion control technology has been fully localized, supporting the scientific production and safe operation of key gas fields such as Luojiazai, Tieshanpo, and Dukouhe [1] - The corrosion control rate achieved is below 0.076 mm/year, indicating significant advancements in managing corrosion in high-sulfur environments [2] Group 2 - The team has created a material selection chart specifically for high-sulfur gas fields, addressing the challenges posed by hydrogen sulfide and element sulfur coexistence [1] - The application of pre-film and continuous injection of corrosion inhibitors has been fully realized domestically for the first time [2] - The development of related patents around these core technologies is underway, further strengthening CNPC's position in the industry [1]

Industry Overview - Water treatment agents, also known as water treatment chemicals, are essential for controlling scale, sludge formation, and removing suspended solids and toxic substances from water [1][4] - The industry has seen significant growth, with the market size in China projected to reach 48 billion yuan in 2024, up from 28.48 billion yuan in 2018 [1][6] Market Demand - The demand for water treatment agents is driven by rapid economic development, urbanization, and increasing industrial and agricultural activities, leading to higher wastewater discharge [1][6] - The market for wastewater treatment agents alone reached approximately 39.76 billion yuan in 2023, reflecting a year-on-year growth of 5.97% [18] Policy Support - Several national policies, including the "13th Five-Year Plan" and the "Action Plan for the Development of Seawater Desalination Utilization (2021-2025)," emphasize the importance of water treatment agents and promote their application [6][20] - The government is encouraging the use of environmentally friendly water treatment agents and has introduced various incentives for investment in this sector [8][20] Competitive Landscape - The water treatment agent market is characterized by a low concentration of large players, with many small and medium-sized enterprises competing [12] - Leading companies such as Qing Shui Yuan, Bao Mo Co., and Tai He Technology are enhancing their competitiveness through technological innovation and market expansion [12][14] Product Types and Market Share - The market includes various types of water treatment agents, with flocculants leading at a 4% market share, followed by corrosion inhibitors and biocides at 1% and 6%, respectively [10] - Other agents like pH regulators and scale inhibitors also hold significant market shares, contributing to the overall diversity of the product offerings [10] Future Trends - The industry is expected to continue growing due to increasing downstream application demands and stricter environmental regulations [18][20] - Technological advancements are leading to the development of new types of water treatment agents, such as bio-flocculants and green oxidants, which enhance treatment efficiency while minimizing environmental impact [19] - The regulatory environment is becoming more stringent, promoting a shift towards standardized and sustainable practices within the industry [20]

泰和科技收盘上涨1.39%，滚动市盈率33.33倍，总 市值36.63亿元 最新一期业绩显示，2024年三季报，公司实现营业收入16.59亿元，同比1.25%；净利润8374.91万元， 同比-27.61%，销售毛利率14.04%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)96泰和科技33.3325.821.5436.63亿行业平均 46.6850.802.9379.97亿行业中值37.0937.622.2840.94亿1宏柏新材-5864.6458.741.9738.16亿2北化股 份-2190.43106.712.1159.24亿3锦鸡股份-854.27249.962.3339.62亿4渝三峡A-650.88-68.381.9123.80亿5富 淼科技-342.88-342.881.2416.87亿6石大胜华-183.93394.841.9073.94亿7信德新材-142.1787.391.3436.09亿 8ST联创-120.48326.192.1741.48亿9乐通股份-106.19635.3038.8023.08亿10凯美特气-99.96-170.232.1743.60 亿11宝利国际 ...

山东泰和科技股份有限公司的主营业务为水处理剂的研发、生产和销售。公司产品有阻垢剂、缓蚀剂、 杀菌灭藻剂、螯合剂、分散剂、反渗透药剂、助洗剂等。公司先后荣获国家知识产权优势企业、全国企 业标准"领跑者"、中国石油和化工行业知识产权示范企业、石油和化工行业专精特新中小企业、2021中 国石油和化工企业500强、山东民营企业新材料新能源行业领军10强、山东省瞪羚标杆企业、山东省"十 强"产业集群领军企业、山东省技术创新示范企业、2021年山东民营企业创新100强、山东省创新驱动发 展突出贡献单位等称号。 最新一期业绩显示，2024年三季报，公司实现营业收入16.59亿元，同比1.25%；净利润8374.91万元， 同比-27.61%，销售毛利率14.04%。 泰和科技收盘下跌2.24%，滚动市盈率32.10倍，总 市值35.28亿元 3月24日，泰和科技今日收盘16.15元，下跌2.24%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到32.10倍，总市值35.28亿元。 从行业市盈率排名来看，公司所处的化学制品行业市盈率平均45.49倍，行业中值36.14倍，泰和科技排 名第95位。 资金流向方面， ...