惠城环保(300779) - 2026年1月8日投资者关系活动记录表

Group 1: Company Overview and Development - Qingdao Huicheng Environmental Technology Group Co., Ltd. was established in 2006, focusing on original technology innovation and the resource utilization of industrial solid waste [2] - The company successfully went public in 2019, accelerating its development through capital [2] - The high-sulfur petroleum coke hydrogen production ash utilization project has been validated for significant economic and environmental benefits, enhancing the company's market value [2] Group 2: Main Business Segments - The company operates three main business segments: 1. Catalyst-related business, providing waste catalyst treatment and resource utilization products [2] 2. High-sulfur petroleum coke hydrogen production ash utilization, which is the primary and stable source of revenue [3] 3. A 200,000 tons/year mixed waste plastic resource utilization project, aimed at addressing plastic pollution and achieving carbon neutrality [3] Group 3: Project Performance and Capacity - The 200,000 tons/year mixed waste plastic resource utilization project achieved successful trial production in July 2025, with a total hydrocarbon yield exceeding 92% and a product yield of 70% from raw waste plastics [5] - The catalyst treatment capacity is 58,500 tons/year, while the catalyst production capacity is 40,000 tons/year, with a focus on expanding into overseas markets [4] Group 4: Future Plans and Market Strategy - The company plans to enhance its waste plastic project by ensuring stable raw material supply through local government partnerships and expanding its recycling network [7] - Future expansion will be based on project approvals and raw material recovery, with a focus on both domestic and international markets [8] - The company aims to align its operations with national solid waste management policies, targeting a comprehensive utilization of 4.5 billion tons of solid waste by 2030 [9] Group 5: Technological Advantages - The company’s proprietary "one-step" process offers advantages such as stable feed delivery, overcoming traditional plastic recycling challenges, and innovative reactor design [10] - The technology has been recognized for its maturity and reliability, providing a solid foundation for industrial promotion [5]