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新 和 成(002001) - 2025年5月29日投资者关系活动记录表
002001NHU(002001)2025-05-30 09:40

Production Capacity and Market Overview - The company has an annual production capacity of 60,000 tons for Vitamin E, achieving full production and sales in 2024 [3] - The solid methionine production capacity is 300,000 tons, with trial production preparations ongoing [3] - Taurine is widely used in health products and the market demand is steadily increasing [3] New Materials and Projects - The new materials segment includes PPS with a planned capacity of 30,000 tons, expected to achieve full production and sales in 2024 [3] - The Tianjin nylon new materials project has a total planned investment of 10 billion CNY, with ongoing routine maintenance expected to last 10-12 weeks [3][4] - The company aims to establish a complete nylon 66 integrated production system, with the first phase targeting an annual production of 100,000 tons of adiponitrile and hexamethylenediamine [4] Health and Biotechnology Developments - The health industry park focuses on human nutrition products, including Vitamin A, D3, E, and β-carotene, with growth achieved last year [4] - The company is expanding its biomanufacturing capabilities, with products including Vitamin C and various amino acids [4] Capital Expenditure and Share Buyback - Planned capital expenditures include projects in nylon new materials, flavor and fragrance, and amino acids, with a focus on capacity enhancement and cost reduction [5] - The company has initiated a share buyback program with a total amount between 300 million CNY and 600 million CNY, having repurchased 456,400 shares, accounting for 0.0148% of total share capital [5]