Group 1: Project Overview - The CO2 polyether project (Phase I) aims to produce 80,000 tons/year of CO2 polyether, with a construction period of 24 months [5] - The project utilizes a low-temperature, low-pressure process, which is the largest of its kind in China and fills a domestic gap, achieving international leading standards [6] Group 2: Technical Aspects - CO2 polyether is produced through the alternating copolymerization of CO2 and propylene oxide, facing high technical barriers due to CO2's inert nature and low catalytic efficiency [2] - The company has signed a joint development and licensing agreement with Econic for CO2 polyether catalyst technology, enhancing its technical foundation [3] - The resulting products have a block structure of polycarbonate and polyether segments, offering improved stability and environmental benefits, classified as a green and efficient technology by the government [3] Group 3: Market Applications - Target customers for CO2 polyether include industries such as automotive, high-end soft furniture, and footwear, with applications in adhesives, elastomers, coatings, inks, and more [4] - The product's superior mechanical strength, hydrolysis resistance, and chemical resistance make it suitable for a wide range of applications, enhancing customer loyalty and market penetration [4] Group 4: Strategic Goals - The CO2 polyether project is key to the company's high-quality development and differentiation strategy, promoting green and low-carbon chemical practices [7] - By reducing petrochemical resource consumption and carbon emissions, the project aligns with current sustainable development goals in the polyurethane industry [7]
长华化学(301518) - 2025年8月8日投资者关系活动记录表