BBJX(BJ:430489)2024-07-31 08:58Group 1: Company Projects and Production Capacity - The Intemei project has been completed and is currently in the acceptance phase, with trial production expected in August. The production capacity for acetoxyphenylstyrene is 500 tons/year, and for UV absorbers, it is 200 tons/year [3] - The company holds a 30% stake in Intemei, sharing the position of the largest shareholder with Nanjing Jieyun, and does not have controlling rights [3] - The company has established a biodegradable materials functional additive project with an annual capacity of 15,000 tons, and a diacid ester project with an annual capacity of 10,000 tons, both of which have produced qualified products [4][7] Group 2: Market Response and Strategy - The company has increased its technological investment to reduce production costs and enhance market competitiveness, resulting in full production and sales of SBM products, while acetophenone products are in high demand [4] - The company plans to utilize idle equipment in the DBM workshop to produce acetylacetone salt products to improve operational performance [4] - Currently, the company's export ratio is approximately 40%, and it has sufficient capacity to meet market demand even if there are fluctuations in foreign markets [4] Group 3: Environmental and Regulatory Impact - The EU has fully banned lead, and domestic industry associations are advocating for a faster ban on lead in China, which is expected to increase demand for environmentally friendly heat stabilizers [5] - Lead salt heat stabilizers currently account for about 34% of the market, and stricter environmental policies will lead to a market shift towards eco-friendly alternatives [5] Group 4: Research and Development Collaborations - The company collaborates with Hefei University of Technology to leverage research and talent in the field of biodegradable materials, resulting in successful R&D outcomes [6]