正丹股份(300641) - 2024年8月6日投资者关系活动记录表

Group 1: Company Overview - Jiangsu Zhengdan Chemical Industry Co., Ltd. has a TMA production capacity of 85,000 tons/year, making it a significant player in the domestic market [2] - The global TMA production capacity is approximately 255,000 tons, with major producers including Ineos Joliet LLC (70,000 tons/year) and Polynt [3] Group 2: Market Dynamics - The TMA market has experienced price increases since April 2024 due to supply shortages following rumors of Ineos's permanent closure [4] - The demand for TMA is expected to grow, driven by downstream industries such as plasticizers and advanced insulation materials [4] Group 3: Production and Inventory - The company is currently constructing a new TMA production project with a capacity of 65,000 tons, expected to take 24 months to complete [4] - The company's inventory amounts to 350 million, which includes raw materials and finished goods, reflecting increased order volumes [4] Group 4: Financial Insights - The increase in trading financial assets by 450 million is attributed to idle funds and net cash inflows from operating activities [4] - The company has signed contracts for future deliveries, with corresponding revenue amounts pending execution [5]