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昊华科技(600378) - 昊华科技机构投资者调研记录(2024年2月1日-2024年3月29日)
HCSCHCSC(SH:600378)2024-04-02 07:37

Company Overview - Haohua Chemical Technology Group Co., Ltd. focuses on high-end fluorine materials, electronic chemicals, and high-end manufacturing chemical materials, providing green low-carbon solutions for carbon reduction [2] - The company has 13 wholly-owned subsidiaries, including 12 technology-based companies and 1 trading company, with a strong emphasis on technological innovation and project management [2] Project Development - Key projects are progressing as planned, including: - 46,600 tons/year specialized new materials project and related raw materials industrialization projects are under construction [3] - 26,000 tons/year high-performance organic fluorine materials project is in construction [3] - 100,000 tires/year civil aviation tire project is in trial production [3] - 4,600 tons/year fluorine-containing electronic gas project and clean energy catalytic materials industrialization base project have been completed and are in production based on orders [3] Southwest Institute - The Southwest Chemical Research and Design Institute, established in 1958, specializes in carbon-based chemicals and gas separation, with over 60 years of development [4][5] - The institute has developed significant industrial achievements in carbon-based chemical technologies and gas separation, promoting over 1,600 sets of technology applications domestically and internationally [5] Carbon Capture Technology - The Southwest Institute possesses advanced CO2 capture technologies, including adsorption and composite phase change absorption methods, with over 10 authorized patents and more than 70 industrial applications [6] Methanol Synthesis Catalyst - The Southwest Institute is a pioneer in low-pressure methanol synthesis technology, breaking foreign monopolies and receiving multiple national awards [7] - The Meishan clean energy catalytic materials industrialization base project has a total production capacity of 5,000 tons across seven production lines, including: - 2,100 tons for methanol synthesis catalysts and methanol-to-hydrogen catalysts [7] - 1,800 tons for conversion catalysts and methanation catalysts [7] - 80 tons for fuel cell and precious metal catalysts [7] - 1,000 tons for other extruded catalysts [7] Major Asset Restructuring - In early 2023, Haohua Technology announced a major asset restructuring plan to acquire 100% equity of Sinochem Blue Sky for a total transaction price of 7.244 billion yuan [8][9] - The restructuring aims to enhance the integration of Haohua's fluorochemical sector and strengthen its competitive position globally, while also addressing industry competition issues within the Sinochem system [9]