鲁西化工(000830) - 2026年1月12-13日投资者关系活动记录表
Luxi ChemicalLuxi Chemical(SZ:000830)2026-01-13 10:52

Group 1: Company Operations and Strategy - The overall production and operational situation of the company is normal, with a focus on enhancing winter safety management, energy conservation, and efficiency improvement to mitigate market risks [2] - The company is dynamically adjusting its production and operational strategies based on market changes, aiming to maximize economic benefits by leveraging the integrated advantages of its park [2] Group 2: Market Conditions and Product Pricing - In Q4 2025, the prices of chemical products varied due to fluctuations in the operating rates of peer and downstream enterprises, changes in supply and demand, and the decline in oil prices [3] - The company is actively adjusting its pricing strategies in response to market conditions to maintain a balance between production and sales [3] Group 3: Joint Venture and Competitive Strategy - On December 23, 2025, the company announced the establishment of a joint venture with Cangzhou Dahua and Sinochem International to mitigate the adverse effects of industry competition and effectively integrate sales resources in the polycarbonate sector [3] Group 4: Future Development Plans - The company plans to apply high standards in the planning and construction of the northern park, enhancing integrated management and developing upstream and downstream projects of chemical products [3] - For 2026, the company anticipates uncertainty in market price changes for chemical products and will focus on quality improvement, cost management, and seizing market opportunities to achieve production and sales balance [3]