Group 1: Company Performance - The company is experiencing a decline in operating performance and profits due to falling prices of key raw materials, specifically 68-piperazine and ethylenediamine, leading to a decrease in sales revenue and net profit [2][3] - Despite the decline in revenue, the sales volume of the company's products has remained stable, indicating a leading position in the industry [2] Group 2: Project Updates - The 8,800-ton piperazine series product project in Anhui has officially commenced production, aimed at ensuring stable raw material supply and maintaining competitive advantage [3] - The project for producing 14,000 tons of environmentally friendly solvent products and 5,250 tons of polyurethane foaming agents is progressing as planned, with the sub-project for 10,000 tons of 40% piperazine-1,4-dithiocarbamate potassium salt having completed trial production [3][4] Group 3: CCUS and Environmental Initiatives - The CCUS project focuses on capturing and utilizing carbon dioxide emissions to reduce greenhouse gas emissions and support carbon neutrality goals [4] - The company collaborates with Tsinghua University's Environmental College to develop piperazine-based absorbents for air pollutant and greenhouse gas control [5] Group 4: New Investments - An investment of 800 million yuan has been made to establish a subsidiary in Qinzhou, Guangxi, focusing on the ethylene amine project, which aims to produce high-value amine products using a more efficient production method [5] - The project benefits from proximity to major petrochemical enterprises, reducing raw material procurement costs and enhancing economic efficiency through the sale of by-products [5]
兴欣新材(001358) - 2025年9月3日投资者关系活动记录表