证券代码：002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司投资者关系活动记录表 编号：20251126 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 □ 电话会议 □ 其他 参与单位名称及 人员姓名 长城财富资管 王卫华 寒武纪投资 刘备 田园 方正证券 杨宇禄 东方财富证券 梅宇鑫 时间 2025 年 11 月 26 日 地点 公司会议室 上市公司接待人 员姓名 董事会秘书 姜能成 证券事务代表 车俊侠 投资者关系活动 主要内容介绍 一、公司董事会秘书姜能成先生就公司生产经营情况进行 介绍。 二、调研的主要问题： 1、公司 MMA 产品当前的市场行情，下一步是否有继续向下 游延伸的规划？ 回复：公司当前 MMA 的价格约为 9500 元/吨，处于行业主流 价格区间。装置产能稳定，能够满足现有市场需求。公司正积极 推进产业链延伸布局，计划依托 MMA 产品的优势，向下游高端材 料领域拓展，重点延伸至 PMMA（聚甲基丙烯酸甲酯）等高性能 树脂材料领域，以提升产品附加值。目前，公司正与相关科研院 所开展 PMMA ...

Core Viewpoint - The transformation of a former chemical plant site in Nanjing into a new high-end optical materials project highlights the importance of environmental remediation alongside industrial redevelopment [1][4]. Group 1: Project Overview - The Nanjing Chengzhi High-end Optical Materials Project involves an investment of approximately 1.8 billion yuan, aiming to produce 100,000 tons of PMMA annually, with completion expected by 2027 [1]. - The project will provide essential raw materials for sectors such as display panels and optical lenses [1]. Group 2: Historical Context - The previous chemical enterprise had a registered capital of 430 million yuan and total investments of 2 billion yuan, but it fell into decline due to market fluctuations and poor management, ultimately being classified as a "zombie enterprise" by the State-owned Assets Supervision and Administration Commission [1]. - The company was declared bankrupt in July 2022, leading to a court-ordered liquidation process [1]. Group 3: Environmental Challenges - During the liquidation process, significant environmental hazards were discovered, including improperly stored hazardous chemicals and potential pollution risks from unprocessed wastewater [2][3]. - The court faced challenges in ensuring environmental safety while managing the liquidation, leading to a decision to pursue simultaneous pollution remediation and asset liquidation [2][3]. Group 4: Remediation Efforts - A comprehensive plan was developed involving collaboration with local environmental authorities to address hazardous waste disposal and equipment dismantling [3]. - Initial funding of 13.5 million yuan was secured from investors to facilitate the cleanup of hazardous materials [3]. Group 5: Successful Outcomes - The remediation and dismantling process took nearly two years, resulting in the safe disposal of 1,750 tons of hazardous waste and the generation of 42.13 million yuan from asset liquidation [4]. - The site has transitioned from a "pollution pit" to a "green highland," with full debt repayment for employees achieved [4].