证券代码：000619 证券简称：海螺新材 答：感谢您对公司的关注。公司于 2020 年拓展了SCR脱硝催化剂 产业，目前产业运营情况良好。鉴于河南康宁特环保科技股份有限公 司蜂窝催化剂生产工艺技术成熟可靠，具有一定的市场基础，且康宁 特环境工程科技有限公司具备环境工程甲级设计资质和环保专业壹 级资质，公司收购两家公司，有利于公司进一步扩大SCR脱硝催化剂 产能规模，增强公司在中部地区的市场竞争力，延伸拓展脱硝工程产 业，推动公司SCR脱硝催化剂产业高质量发展。 海螺（安徽）节能环保新材料股份有限公司 2024年度业绩说明会投资者关系活动记录表 编号：2025-01 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 海螺新材2024年度业绩说明会采用网络远程方式进行，面向全体投资 者 时间 2025 年 6 月 27 日 15:30-16:30 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈" 栏目 公司接待人员 姓名 总经理：虞节玉 独立董事：王亮亮 董 ...

Group 1 - The company is focused on achieving its mid-year targets by enhancing production quality, accelerating project construction, and improving transformation efficiency [1] - Sichuan Dazhou Conch Cement has developed specialized cements and is experiencing stable profit growth by seizing market opportunities [2] - Jiangxi Xinyu Fenyi Conch Cement has seen significant increases in clinker production, cement and aggregate sales, and profits due to its integrated operational advantages [2] Group 2 - Jiangsu Taicang Conch Cement has optimized its palletized bagged cement robot dispatch line, resulting in a 53% year-on-year increase in dispatch volume from January to May [2] - Conch Cement in Indonesia has implemented energy-saving measures, achieving cost savings of over 10 million yuan and significantly reducing comprehensive costs [2] - Hainan Changjiang Conch Plastic Company is transitioning to green packaging in response to new national standards, exporting 27 million packaging bags worth 35 million yuan from January to May [5] Group 3 - Guangdong Yingde Conch Cement is advancing its 2 million ton aggregate project despite rainy season challenges, with construction moving to equipment debugging [7] - The Zhaoqing project in Guangdong is nearing completion and will contribute positively to local economic development [7]

Group 1 - The core viewpoint of the news is that Conch Group is actively pursuing high-quality development through strategic acquisitions and enhancing its operational efficiency across various sectors [1][6] - Conch Group's subsidiary, Anhui Conch Environment Technology Co., Ltd., signed an equity transfer agreement for the SCR denitration catalyst project, which is expected to inject new momentum into the company's development [1] - The company aims to achieve its annual targets by focusing on development, market expansion, and management improvement, contributing to the overall high-quality growth of Conch Group [1] Group 2 - Conch Group's overseas operations have shown significant improvement, with subsidiaries in Indonesia, Cambodia, and Uzbekistan achieving notable sales and profit growth [4] - In Indonesia, cement sales increased by 7% year-on-year from January to May, while profits reached historical highs [4] - In Cambodia, profits for the Mardow and Phnom Penh subsidiaries grew nearly 20% year-on-year, with the latter achieving profitability immediately upon production [4] - In Thailand, the company reported a 17% increase in sales and a 137% increase in profits from January to May, with production exceeding 1,600 tons for the first time [4] Group 3 - The company is accelerating the development of its second main business in SCR catalysts, successfully acquiring the Kangning SCR project, which increases its production capacity to 84,000 cubic meters [6] - The sales volume of SCR denitration catalysts increased by 23% year-on-year from January to May [6] - Conch Environment is leveraging its advantages in hazardous waste disposal and has signed contracts for over 50,000 tons of waste disposal projects this year [6] Group 4 - Conch Group's digital smart factory, based on AI large models, was recognized as one of the top ten benchmark demonstration scenarios in Anhui Province for 2024 [7] - The company has established a new R&D model to enhance technological innovation, resulting in over 1,000 new project initiatives this year [7] - Several projects have received national and provincial recognition, including a CO2 storage system and new material products [7] Group 5 - Conch Group's digital industry is a crucial part of its strategy to empower technology and create new growth drivers [9] - The company has made breakthroughs in intelligent manufacturing, with significant growth in external orders for its robotic solutions [9] - The implementation of unmanned transport systems in various industries has led to increased efficiency and reduced costs [9]

特别提示： 证券代码：000619 证券简称：海螺新材 公告编号：2025-38 海螺（安徽）节能环保新材料股份有限公司 关于收购河南康宁特环保科技股份有限公司 有限公司 100%股权的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 本次收购资金为海螺环境自有资金及银行借款，本次收购完成后，海螺环境 将持有康宁特 80%股权及工程公司 100%股权，康宁特及工程公司将成为公司控股 孙公司，纳入公司合并报表范围。本次交易不构成关联交易，不构成《上市公司 重大资产重组管理办法》规定的重大资产重组。 本次收购已经公司第十届董事会第十八次会议审议通过，无需提交公司股东 大会审批。 二、交易对方的基本情况 本次股权收购交易对方为康宁能源，具体如下： 壤污染治理与修复服务；再生资源回收（除生产性废旧金属）；耐火材料生产； 非金属矿物制品制造；通用设备制造（不含特种设备制造）；环境保护专用设备 制造；除尘技术装备制造；燃煤烟气脱硫脱硝装备制造；专用设备制造（不含许 可类专业设备制造）；新能源汽车废旧动力蓄电池回收及梯次利用（不含危险废 物经营）；热力生产和供应；污水处理及 ...

每经记者｜张宝莲 每经编辑｜张海妮 5月12日下午，同兴科技（003027.SZ，股价16.63元，市值21.74亿元）举办了2024年度网上业绩说明会。 财报数据显示，2024年公司营业收入为7.24亿元，同比下降6.56%。尽管营收略有下降，但归属于母公司股东的净利润为3903.53万元，同比增长52.82%。公 司2024年底资产负债率为27.10%，同比下降7.74个百分点。全年经营活动产生的现金流量净额为1.07亿元，同比增长30.77%。 会上，《每日经济新闻》记者以投资者身份与郑光明进行了交流，询问公司钠离子电池业务具体进展。 郑光明表示，公司钠电材料工厂初步规划已经完成，产线建设进度将根据产品成熟度和市场需求等确定，或采用代加工模式进行生产，灵活应对市场需求。 公司计划一期项目建设年产6000吨钠离子电池正极材料。 回应钠离子电池正极材料业务最新进展 同兴科技主要从事非电行业烟气治理综合服务，主要为钢铁、焦化、建材、垃圾焚烧等非电行业工业企业提供超低排放整体解决方案，包括除尘、脱硫、脱 硝项目总承包及低温SCR（选择性催化还原技术）脱硝催化剂。 2024年公司营业收入为7.24亿元，分产品看， ...