齐翔腾达(002408) - 002408齐翔腾达投资者关系管理信息20250902

Group 1: Company Overview and Product Structure - The company has a subsidiary, Qilu Keli, focused on the R&D, production, and sales of industrial and petrochemical catalysts, with a production capacity of 8,500 tons/year [1] - Qilu Keli is expanding its capacity with a new project to produce 8,000 tons/year of high-performance catalysts, including 3,000 tons/year of copper series catalysts and 5,000 tons/year of cobalt-molybdenum series catalysts [2] Group 2: Development Plans - The company is preparing its "15th Five-Year" development plan, focusing on optimizing existing resources and expanding new ones, particularly in high-end local and new regional markets [2] - Key development directions include expanding into the carbon three and carbon four industrial chains, specialized chemicals, and high-value fine chemical products [2] Group 3: Market Insights - The price of acetone surged to 8,500 RMB/ton in mid-2025 but has since stabilized, with potential for price increases as demand rises before the Christmas season [3] - The government’s anti-competition policies are expected to accelerate the exit of outdated production capacities, benefiting leading companies in the petrochemical sector [4] Group 4: Export Performance - In the first half of 2025, the company exported 315,600 tons of products, generating 212 million USD in revenue, indicating a growth trend in export activities [4] - Major export markets include East Asia, Southeast Asia, West Asia, Europe, and South America, with flexible adjustments to export volumes based on domestic and international price differences [4]