昊华科技(600378) - 昊华科技机构投资者调研记录(2024年6月1日-2024年7月31日)
HCSCHCSC(SH:600378)2024-08-02 09:44

Group 1: Company Overview and Strategy - Haohua Chemical Technology Group Co., Ltd. focuses on high-end fluorine materials, electronic chemicals, and high-end manufacturing chemical materials, aiming to become a leader in China's advanced chemical materials industry [1][2]. - The company emphasizes "technology leadership, innovation-driven, and pursuit of excellence" as its development philosophy, continuously promoting high-quality development [2][3]. - The company has a strong research and development capability, with nearly 100 high-level technology innovation platforms and a professional research team [2][3]. Group 2: Financial Performance - The company has achieved a compound annual growth rate (CAGR) of 13.14% in operating revenue and 11.57% in net profit attributable to shareholders over the past three years [3]. - The company has been recognized as a "benchmark" in the State-owned Assets Supervision and Administration Commission's assessment of "science and technology reform demonstration enterprises" for two consecutive years [2]. Group 3: Recent Developments and Acquisitions - The acquisition of Zhonghua Lantian has been completed, with 100% of its shares transferred to the listed company, enhancing the company's position in the third-generation refrigerant industry [4][5]. - Zhonghua Lantian has developed over 40 types of ozone-depleting substance (ODS) alternatives and holds significant market shares in refrigerants like R-134a and R-125, ranking second and third nationally, respectively [5][6]. Group 4: Technological Innovation and R&D - The company has established 12 national-level R&D platforms and has been recognized for its innovation capabilities, including awards for its contributions to environmental protection and technology advancement [10][12]. - In 2023, the company initiated over 200 research projects, achieving significant breakthroughs in various fields, including special fluororubber and electronic gas preparation technologies [19][20]. Group 5: Core Competitiveness - The company integrates high-quality businesses and assets to enhance collaborative effects, focusing on high-end fluorine materials as its flagship product [13][14]. - It has a robust technical transformation capability and has been recognized as a national-level technology innovation demonstration enterprise [16][17]. - The company aims to achieve self-research breakthroughs in key technologies, particularly in the fluorochemical sector, and has developed a comprehensive production capability for PVDF [17][18].