Taihe Technologies(SZ:300801)2024-11-29 09:53Group 1: Industry Overview - Water treatment agents are essential in various industries such as power generation, metallurgy, chemicals, oil extraction, and textiles, ensuring stable operation of water systems [3] - The water treatment agent industry, while small, is indispensable due to its critical role in preventing operational disruptions [3] Group 2: Company Positioning - Taihe Technology focuses solely on the production of agents and does not engage in end-user markets to maintain good relationships with suppliers and customers [3] - The company emphasizes continuous production technology, which requires strong integration of multiple technical fields, resulting in lower investment, reduced land use, and enhanced safety and energy efficiency [3] Group 3: Future Development Plans - Future developments will include upgrading traditional water treatment agents and exploring new application fields [3] - The company plans to research and analyze prospective products and their applications for early positioning [3] - Development will also focus on the phosphoric chemical industry chain, polymers, dispersants, and other areas such as new energy materials and electronic chemicals [3] Group 4: Product and Production Capacity - The current production capacity for HEDP (Hydroxyethylidene Diphosphonic Acid) is 160,000 tons per year, with two production units operating at near full capacity [5] - The company is in the customer certification phase for its lithium iron phosphate project, which utilizes new production processes and equipment with relatively low investment and energy consumption [5] Group 5: Financial Strategy - Taihe Technology is committed to increasing cash dividends in accordance with the policies of the regulatory authorities, considering the company's development and shareholder returns [5]