齐翔腾达(002408) - 002408齐翔腾达投资者关系管理信息20250521

Group 1: Strategic Positioning - Shandong Energy Group aims to position Qixiang Tengda as a key player in the petrochemical sector, focusing on high-end chemical and new materials development [1] - The strategic framework includes a "3+1" business system, emphasizing coal, electricity, new energy, high-end chemicals, and strategic mineral resources [1] Group 2: Implementation Directions - The company plans to extend its industrial chain towards downstream new materials, focusing on carbon three and carbon four chains, including products like alcohols, esters, and specialized chemicals [2] - A new R&D center will support the development of high-value fine chemical products, transitioning from basic industrial raw materials to high-end fine chemicals [2] - Mergers and acquisitions will be utilized for rapid industrial chain integration [2] Group 3: Current Profitability - Key profitable products include tert-butanol, isobutylene, acetone, acrylic acid, and rubber [2] - The company experienced a year-on-year decline in performance due to weak downstream demand but anticipates recovery with easing trade tensions and falling raw material prices [2] Group 4: Export Performance - In Q1, the company exported 154,100 tons of products, generating $11.2 million in foreign exchange, indicating sustained growth [2] - Major export regions include East Asia, Southeast Asia, West Asia, Europe, and South America, with flexible adjustments to export volumes based on domestic and international price differences [2]