Group 1: Company Overview and Strategy - Jiangsu Dongfang Shenghong Co., Ltd. operates in the petrochemical industry, focusing on sustainable development and innovation [2][3] - The company emphasizes a value philosophy of "safety, integrity, innovation, and transcendence" to achieve stable and sustainable growth [2] - In 2024, the company expanded its production capacity, including a new 200,000 tons/year of photovoltaic-grade EVA, bringing total capacity to 500,000 tons/year [3] Group 2: Innovation and Technology - The company established the world's first industrial chain from CO2 to polyester fiber, winning the "International Textile Federation Sustainable and Innovation Award" [3][4] - R&D investment reached 6.35 billion yuan in 2024, a year-on-year increase of 11.2%, with 3,797 R&D personnel [14] - The PDH smart factory project was recognized as the "Most Influential Engineering Project in China's Automation Field in 2023" [15] Group 3: Financial Performance - In Q1 2025, the company's net profit increased by 38.19%, supported by low crude oil prices and recovering demand for downstream chemical products [7] - The company's overseas revenue in 2024 was 6.753 billion yuan, accounting for approximately 5% of total revenue [11] Group 4: Market Position and Competitive Advantage - The company holds a leading position in the EVA market with a production capacity of 500,000 tons/year, benefiting from economies of scale [6] - The company has developed a comprehensive product line, including recycled polyester fiber with a capacity of 600,000 tons/year, serving over 30 well-known brands [9] Group 5: Future Outlook and Challenges - The company plans to implement an AI development strategy to enhance vertical integration across its supply chain and focus on new energy and materials [4] - Challenges include navigating a complex external environment and ensuring collaboration among various business segments to maximize the "1+N" strategy [7][8]

股票代码：000301 股票简称：东方盛虹 江苏东方盛虹股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 |  电话会议 | | --- | --- | --- | | 类别 | □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 | | | 参与单位名称及 | 朱中华 | 农银汇理基金管理有限公司 | | | 李国斌 | 上海弘尚资产管理中心 | | 人员姓名 | 杨伟 | 上海环懿私募基金管理有限公司 | | | 胡亚闽 | 厦门象屿创业投资管理有限公司 | | | 赵哲锐 | 恒盈资本有限公司 | | | 顾宝成 | 华宝信托投资有限责任公司 | | | 苏馨 | 上海久期投资有限公司 | | | 赵峰 | 中国太平洋保险（集团）股份有限公司 | | | 朱佳怡 | 中国建设银行股份有限公司 | | | 姚思洲 | 中信保诚基金管理有限公司 | | | 姚铁睿 | 广发基金管理有限公司 | | | 薛雨晴 | 瀚川投资管理（珠海）有限公司 | | | 子丰 | 茂典资产 ...