Group 1: Project Updates - The polyurethane industrial park's first phase has passed relevant department acceptance and has entered the trial production stage, with procurement of raw materials and equipment debugging ongoing [2] - The company is preparing for product certification and sales arrangements for HDI in both domestic and international markets, with a focus on expediting the process for industries with shorter validation cycles [3] Group 2: Product Information - The company's special amine products include PNA, PPDA, and CHDA, which are important chemical raw materials used in the synthesis of various dyes and pigments [3] - The sales performance of TPU in Q2 showed a 7.47% increase in revenue compared to Q1, with a 5.78% rise in sales price and a 1.28 percentage point increase in gross margin [3] Group 3: Fundraising and Capacity Expansion - The company plans to conduct a simplified procedure for a private placement to fund two projects: 10,000 tons of foamed TPU and 30,000 tons of water-based polyurethane (PUD), which will enhance profitability and support project construction [4] - The new production capacity for foamed TPU and water-based PUD will leverage the HDI raw materials from the Henan project, creating a synergistic advantage [4]
美瑞新材(300848) - 2024年9月4日投资者关系活动记录表