惠城环保(300779) - 2024年11月13日投资者关系活动记录表

Group 1: Company Technology and Market Position - The company's deep cracking technology for mixed waste plastics can efficiently process various types of mixed waste plastics, reducing waste emissions due to raw material limitations [1] - The chemical recycling technology addresses the limitations of physical recycling, particularly for low-value, mixed, and contaminated plastics, and is gaining attention in the context of carbon reduction and circular economy [1][2] - In 2023, China's waste plastic generation and recycling volumes were 62 million tons and 19 million tons, respectively, indicating a recycling rate of approximately 30.6%, highlighting significant growth potential in the chemical recycling market [2] Group 2: Project Development and Future Plans - The company is currently constructing a 200,000 tons/year mixed waste plastic cracking project, with plans to produce products such as plastic cracking gas and light oil for sale to petrochemical companies [2] - The project in Jieyang is facing uncertainties but is progressing, with the company aiming for timely completion and production [2] - The company has strategic plans to expand its waste plastic recycling operations across various regions in China, including Shandong, Guangdong, Xinjiang, Jiangxi, and Gansu, depending on the project's progress [2] Group 3: Collaboration and Market Expansion - The company is in discussions with major domestic and international petrochemical enterprises regarding the sale of products from the Jieyang project, with announcements to be made upon progress [2] - There are plans for a second phase of the POX ash project, which includes the addition of a 100,000 t/a zero-distance membrane electrolysis unit to handle high-salinity wastewater [2] - The potential for replicating and promoting the ash project in other regions is being considered, with future announcements expected [2]