博汇股份(300839) - 300839博汇股份投资者关系管理信息20250908

Group 1: Company Overview and Business Focus - The company specializes in the deep processing of fuel oil, focusing on the research and development of specialty oils and fuel oils [2] - Main products include environmentally friendly aromatic oils and fuel oils, applied in various fields such as daily chemicals, textiles, energy storage materials, precision machinery, and international ship refueling [2] - The company aims to enhance product quality and value through process optimization and to expand its business scope by developing new application scenarios [2] Group 2: Recent Performance and Financial Status - In the first half of the year, the company achieved an operating income of 1.342 billion yuan, remaining stable year-on-year [5] - The net profit attributable to shareholders was -59.29 million yuan, showing a year-on-year improvement of 43.80% [5] - The company is still in a loss situation, but the losses have significantly narrowed compared to previous periods [4] Group 3: Strategic Initiatives and Adjustments - The company has enhanced supply chain resilience by accelerating global sourcing and improving procurement channels, which has increased the cost-effectiveness of raw material procurement [6] - Product structure has been adjusted to focus on specialty oils and new chemical materials, with ongoing technical research and innovation [6] - The company is exploring international markets and has made strides in the international ship fuel refueling market [6] Group 4: Customer Relations and Market Position - The company has maintained strong relationships with customers, with no loss of clients reported, thanks to good product technology and service quality [7] - Recent success in winning a procurement project from PetroChina reflects the market's trust and recognition of the company's products and services [8] Group 5: Future Plans and Developments - The company is in the process of establishing a wholly-owned subsidiary focused on liquid cooling, with ongoing team building and business exploration [6] - Annual planning typically begins in November-December, with current efforts focused on stabilizing operations and ensuring sustainable development [8]