齐翔腾达(002408) - 002408齐翔腾达投资者关系管理信息20251126

Group 1: Company Overview and Market Position - The current price of MMA is approximately 9500 RMB/ton, within the mainstream price range of the industry, with stable production capacity meeting market demand [1] - The company maintains a 30% market share in the anhydride market, with an average operating rate of 90% for its anhydride facilities [2] - The catalyst business generates annual revenue of around 400 million RMB, with a net profit of approximately 60 million RMB, indicating stable operational performance [3] Group 2: Strategic Development and Future Plans - The company plans to extend its industrial chain into high-end materials, focusing on PMMA and other high-performance resin materials [1] - A strategic layout of "one area and two bases" is being developed to enhance raw material supply stability and logistics efficiency [6] - The company aims to strengthen its competitive advantage in the catalyst sector by leveraging synergies with its controlling shareholder, Shandong Energy Group [3] Group 3: Market Challenges and Responses - The anhydride market is currently facing oversupply due to slow downstream demand, particularly influenced by the real estate sector [2] - The company is focused on cost control and process optimization to maintain its competitive edge in the anhydride market [2] - The company views anti-involution policies as beneficial for the chemical industry, promoting the elimination of outdated capacity and enhancing market order [7]