凯立新材(688269) - 凯立新材投资者关系活动记录表2024-1104

Group 1: Hydrogen Energy Projects - The company is involved in hydrogen energy projects related to hydrogen production, storage, and applications, with ongoing research projects in PEM electrolysis catalysts and proton exchange membrane fuel cell catalysts currently in trial production and promotion stages [2] - New organic liquid hydrogen storage systems are in the mid-stage optimization phase of development and industrialization [2] Group 2: Revenue Distribution - In the first three quarters of 2024, the main business revenue distribution is as follows: pharmaceutical sector 42.04%, basic chemicals 22.12%, and new chemical materials 21.82% [2] Group 3: Catalyst Development - The high-performance alkane dehydrogenation platinum-based catalyst project is in the batch production and production line construction debugging phase [2] - For the PVC mercury-free catalyst, 245 tons were sold from January to September 2024, representing a 68.38% increase compared to the same period last year, with 154.89 tons of unexecuted orders signed as of September 30, 2024 [2] Group 4: Raw Material Price Impact - Fluctuations in precious metal prices may affect customer procurement rhythms but will not impact catalyst demand volume; inventory levels have increased primarily due to higher raw material and turnover material quantities compared to the beginning of the year [3]