惠城环保(300779) - 2025年1月26日投资者关系活动记录表

Group 1: Project Development and Progress - The company has established a nationwide layout for the collection of low-value mixed waste plastics to ensure a stable supply of raw materials for its chemical raw material project, with operations in Shandong, Guangdong, Xinjiang, Jiangxi, and Gansu [2] - The mixed waste plastic resource utilization demonstration project in Guangdong has completed construction and is entering the production preparation phase, with expectations for profit generation soon [2][4] - The company is actively recruiting personnel to support the 20,000 tons/year mixed waste plastic resource utilization project, emphasizing talent development as a key platform [3] Group 2: Market and Financial Performance - The catalyst business has seen increased sales and revenue, with plans to implement a unified sales strategy and diversify product offerings to capture market share in 2025 [4] - The company is facing challenges in the catalyst industry due to intense competition, leading to a decrease in sales prices and profit margins, resulting in a significant decline in overall profits compared to the previous year [6] - The mixed waste plastic project aligns with national policies promoting waste management, providing strong market demand and potential for new business growth [7] Group 3: Future Plans and Strategic Goals - The company plans to build three production units in Jiangxi, with the first unit set at 1,000 tons/year and two additional units at 4,500 tons/year each, focusing on products like vanadium pentoxide and ferric chloride [5] - Future target customers for the mixed waste plastic project include petrochemical and related enterprises, with ongoing discussions with potential clients [7]